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NextEra Energy

1,208 hedge funds and large institutions have $46.8B invested in NextEra Energy in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 487 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $43.3B → $46.8B (+$3.5B)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more funds holding

Funds holding: 1,1831,208 (+25)

1.33% more ownership

Funds ownership: 310.37%311.7% (+1.3%)

10% less call options, than puts

Call options by funds: $159M | Put options by funds: $177M

15% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 487

Holders
1,208
Holders Change
+25
Holders Change %
+2.11%
% of All Funds
30.06%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
100
Increased
413
Reduced
487
Closed
60
Calls
$159M
Puts
$177M
Net Calls
-$17.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
401
Sumitomo Life Insurance
Japan
$3.56M -$126 -4 -0%
MYLI
402
Meiji Yasuda Life Insurance
Japan
$3.56M +$88K +2,800 +3%
EHC
403
Everett Harris & Co
California
$3.53M -$328K -10,444 -9%
PAI
404
Pittenger & Anderson Inc
Nebraska
$3.52M -$13.8K -440 -0.4%
FWCM
405
Ferguson Wellman Capital Management
Oregon
$3.46M +$7.55K +240 +0.2%
AMIM
406
Aull & Monroe Investment Management
Alabama
$3.45M -$62.9K -2,000 -2%
GCA
407
Greenwood Capital Associates
South Carolina
$3.44M +$8.3K +264 +0.2%
PC
408
Palo Capital
California
$3.43M -$129K -4,112 -4%
DILIC
409
Dai-ichi Life Insurance Company
Japan
$3.42M
Truist Financial
410
Truist Financial
North Carolina
$3.41M -$80.2K -2,552 -2%
SSB
411
Sandy Spring Bank
Maryland
$3.4M +$9.68K +308 +0.3%
FMT
412
First Mercantile Trust
Tennessee
$3.4M -$181K -5,760 -5%
Arrowstreet Capital
413
Arrowstreet Capital
Massachusetts
$3.4M +$3.33M +106,000 New
DCM
414
Dupont Capital Management
Delaware
$3.32M -$97K -3,084 -3%
CB
415
Chemical Bank
Michigan
$3.3M -$218K -6,940 -6%
GL
416
GLG LLC
New York
$3.3M -$7.17K -228 -0.2%
ACM
417
Azimuth Capital Management
Michigan
$3.29M +$51.8K +1,648 +2%
CT
418
Coastline Trust
Rhode Island
$3.29M -$57.2K -1,820 -2%
LMGAM
419
Liberty Mutual Group Asset Management
Massachusetts
$3.28M -$1.12M -35,512 -26%
CCM
420
Cadence Capital Management
Massachusetts
$3.27M -$1.87M -59,352 -37%
MCM
421
Monarch Capital Management
Indiana
$3.27M -$51.8K -1,648 -2%
BCCM
422
Bridge Creek Capital Management
Massachusetts
$3.25M -$30.8K -980 -1%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$3.24M -$417K -13,252 -12%
BSWMG
424
Barrington Strategic Wealth Management Group
Illinois
$3.24M -$105K -3,340 -3%
SFM
425
Systematic Financial Management
New Jersey
$3.2M +$406K +12,912 +15%

NEE Hedge Fund Activity: Q1 2017 in Review

1,208 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2017, worth a combined $46.8B — up 8.1% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new NEE positions and 60 closed out — a net gain of 40 holders — while 413 added to existing stakes and 487 trimmed.

The largest buyer was BlackRock, adding an estimated $4.62B. The largest seller was Vanguard Group, cutting an estimated $296M.

  • 1,208 institutional investors held NextEra Energy (NEE) as of Q1 2017, up from 1,183 in Q4 2016.
  • Funds reported $46.8B of NextEra Energy stock for Q1 2017, up 8.1% quarter-over-quarter.
  • 100 funds opened new NextEra Energy positions in Q1 2017 and 60 closed out, a net change of +40 holders.
  • The largest NextEra Energy buyer in Q1 2017 was BlackRock, an estimated $4.62B added.
  • The largest NextEra Energy seller in Q1 2017 was Vanguard Group, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.