NextEra Energy
NEE
1,144 hedge funds and large institutions have $42.2B invested in NextEra Energy in 2016 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 379 increasing their positions, 489 reducing their positions, and 58 closing their positions.
10% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 58
1% less funds holding
Funds holding: 1,153 → 1,144 (-9)
5.27% less ownership
Funds ownership: 304.84% → 299.57% (-5.3%)
8% less capital invested
Capital invested by funds: $45.7B → $42.2B (-$3.53B)
22% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 489
26% less call options, than puts
Call options by funds: $149M | Put options by funds: $200M
36% less funds holding in top 10
Funds holding in top 10: 47 → 30 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$734M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$85.3M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$70.8M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$198M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$123M |
| 3 |
LC
LNZ Capital
New York
|
-$91.9M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$86.3M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$86.2M |
NEE Hedge Fund Activity: Q3 2016 in Review
1,144 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2016, worth a combined $42.2B — down 7.7% from $45.7B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new NEE positions and 58 closed out — a net gain of 6 holders — while 379 added to existing stakes and 489 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $734M. The largest seller was Millennium Management, cutting an estimated $198M.
- 1,144 institutional investors held NextEra Energy (NEE) as of Q3 2016, down from 1,153 in Q2 2016.
- Funds reported $42.2B of NextEra Energy stock for Q3 2016, down 7.7% quarter-over-quarter.
- 64 funds opened new NextEra Energy positions in Q3 2016 and 58 closed out, a net change of +6 holders.
- The largest NextEra Energy buyer in Q3 2016 was T. Rowe Price Associates, an estimated $734M added.
- The largest NextEra Energy seller in Q3 2016 was Millennium Management, an estimated $198M sold.
Based on aggregated 13F filings for Q3 2016.