NextEra Energy
NEE
1,054 hedge funds and large institutions have $34.2B invested in NextEra Energy in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 336 increasing their positions, 438 reducing their positions, and 62 closing their positions.
32% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 62
29% more call options, than puts
Call options by funds: $148M | Put options by funds: $115M
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
0% more funds holding
Funds holding: 1,049 → 1,054 (+5)
3.04% less ownership
Funds ownership: 299.79% → 296.75% (-3%)
23% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 438
30% less capital invested
Capital invested by funds: $49.1B → $34.2B (-$14.9B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$408M |
| 2 |
JP Morgan Chase
New York
|
+$176M |
| 3 |
Millennium Management
New York
|
+$142M |
| 4 |
SCM
Steadfast Capital Management
New York
|
+$127M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$251M |
| 2 |
SC
Sculptor Capital
New York
|
-$202M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$117M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$109M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$108M |
NEE Hedge Fund Activity: Q1 2015 in Review
1,054 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2015, worth a combined $34.2B — down 30% from $49.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new NEE positions and 62 closed out — a net gain of 20 holders — while 336 added to existing stakes and 438 trimmed.
The largest buyer was Vanguard Group, adding an estimated $408M. The largest seller was Capital Research Global Investors, cutting an estimated $251M.
- 1,054 institutional investors held NextEra Energy (NEE) as of Q1 2015, up from 1,049 in Q4 2014.
- Funds reported $34.2B of NextEra Energy stock for Q1 2015, down 30% quarter-over-quarter.
- 82 funds opened new NextEra Energy positions in Q1 2015 and 62 closed out, a net change of +20 holders.
- The largest NextEra Energy buyer in Q1 2015 was Vanguard Group, an estimated $408M added.
- The largest NextEra Energy seller in Q1 2015 was Capital Research Global Investors, an estimated $251M sold.
Based on aggregated 13F filings for Q1 2015.