NextEra Energy
NEE
952 hedge funds and large institutions have $27B invested in NextEra Energy in 2013 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 305 increasing their positions, 394 reducing their positions, and 42 closing their positions.
145% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 42
91% more call options, than puts
Call options by funds: $242M | Put options by funds: $127M
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
6% more funds holding
Funds holding: 901 → 952 (+51)
3.53% more ownership
Funds ownership: 287.09% → 290.62% (+3.5%)
15% less capital invested
Capital invested by funds: $31.9B → $27B (-$4.85B)
23% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 394
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$421M |
| 2 |
Millennium Management
New York
|
+$122M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$90.3M |
| 4 |
Morgan Stanley
New York
|
+$77.6M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$74.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$85.5M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$74.6M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$74.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$59M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$32.7M |
NEE Hedge Fund Activity: Q4 2013 in Review
952 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2013, worth a combined $27B — down 15% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new NEE positions and 42 closed out — a net gain of 61 holders — while 305 added to existing stakes and 394 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $421M. The largest seller was Franklin Resources, cutting an estimated $85.5M.
- 952 institutional investors held NextEra Energy (NEE) as of Q4 2013, up from 901 in Q3 2013.
- Funds reported $27B of NextEra Energy stock for Q4 2013, down 15% quarter-over-quarter.
- 103 funds opened new NextEra Energy positions in Q4 2013 and 42 closed out, a net change of +61 holders.
- The largest NextEra Energy buyer in Q4 2013 was Fidelity Investments, an estimated $421M added.
- The largest NextEra Energy seller in Q4 2013 was Franklin Resources, an estimated $85.5M sold.
Based on aggregated 13F filings for Q4 2013.