NextEra Energy
NEE
1,412 hedge funds and large institutions have $61.3B invested in NextEra Energy in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 538 increasing their positions, 515 reducing their positions, and 81 closing their positions.
26% more call options, than puts
Call options by funds: $292M | Put options by funds: $231M
9% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 81
4% more repeat investments, than reductions
Existing positions increased: 538 | Existing positions reduced: 515
3% more capital invested
Capital invested by funds: $59.8B → $61.3B (+$1.55B)
0.87% more ownership
Funds ownership: 311.37% → 312.24% (+0.87%)
0% less funds holding
Funds holding: 1,416 → 1,412 (-4)
11% less funds holding in top 10
Funds holding in top 10: 47 → 42 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$489M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$216M |
| 3 |
JP Morgan Chase
New York
|
+$205M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$110M |
| 5 |
Goldman Sachs
New York
|
+$93.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$348M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$113M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$103M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$95.8M |
NEE Hedge Fund Activity: Q2 2018 in Review
1,412 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2018, worth a combined $61.3B — up 2.6% from $59.8B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new NEE positions and 81 closed out — a net gain of 7 holders — while 538 added to existing stakes and 515 trimmed.
The largest buyer was Bank of America, adding an estimated $489M. The largest seller was Eaton Vance Management, cutting an estimated $348M.
- 1,412 institutional investors held NextEra Energy (NEE) as of Q2 2018, down from 1,416 in Q1 2018.
- Funds reported $61.3B of NextEra Energy stock for Q2 2018, up 2.6% quarter-over-quarter.
- 88 funds opened new NextEra Energy positions in Q2 2018 and 81 closed out, a net change of +7 holders.
- The largest NextEra Energy buyer in Q2 2018 was Bank of America, an estimated $489M added.
- The largest NextEra Energy seller in Q2 2018 was Eaton Vance Management, an estimated $348M sold.
Based on aggregated 13F filings for Q2 2018.