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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
CIC
451
Carnegie Investment Counsel
Ohio
$2.81M +$294K +9,336 +13%
Capstone Investment Advisors
452
Capstone Investment Advisors
New York
$2.8M -$2.72M -86,480 -50%
B
453
Barings
North Carolina
$2.79M +$1.37M +43,432 +100%
Squarepoint
454
Squarepoint
New York
$2.73M +$79.6K +2,532 +3%
BUB
455
BBVA USA Bancshares
Texas
$2.7M -$618K -19,652 -19%
NIS
456
National Investment Services
Wisconsin
$2.7M +$337K +10,708 +15%
KB
457
Kimelman & Baird
New York
$2.68M
ONB
458
Old National Bancorp
Indiana
$2.64M -$83.4K -2,652 -3%
TYCC
459
Texas Yale Capital Corp
Florida
$2.64M -$253K -8,040 -9%
PAG
460
Private Advisor Group
New Jersey
$2.63M -$49.4K -1,572 -2%
FIM
461
Foresters Investment Management
New York
$2.63M
SOADOR
462
State of Alaska Department of Revenue
Alaska
$2.63M +$708K +22,504 +38%
SPPAM
463
Summit Partners Public Asset Management
Massachusetts
$2.57M
RBA
464
Richard Bernstein Advisors
New York
$2.56M
BBA
465
BLB&B Advisors
Pennsylvania
$2.52M -$162K -5,148 -6%
TCM
466
Teza Capital Management
Illinois
$2.51M +$2.46M +78,212 New
EGM
467
Engineers Gate Manager
New York
$2.49M +$274K +8,704 +13%
Fiera Capital (Canada)
468
Fiera Capital (Canada)
Quebec, Canada
$2.49M -$101K -3,200 -4%
TCM
469
Twin Capital Management
Pennsylvania
$2.49M +$18.9K +600 +0.8%
SAM
470
Silvercrest Asset Management
New York
$2.48M -$85.9K -2,732 -3%
CI
471
Cigna Investments
Connecticut
$2.47M +$250K +7,948 +11%
WOC
472
West Oak Capital
California
$2.47M +$3.14K +100 +0.1%
VKH
473
Virtu KCG Holdings
New York
$2.45M +$1.94M +61,736 +423%
Kovitz Investment Group Partners
474
Kovitz Investment Group Partners
Illinois
$2.44M -$1.41M -44,800 -37%
Mirae Asset Global Investments
475
Mirae Asset Global Investments
South Korea
$2.44M +$1.49M +47,364 +165%

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.