NextEra Energy
NEE
1,636 hedge funds and large institutions have $89.4B invested in NextEra Energy in 2019 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 687 increasing their positions, 558 reducing their positions, and 72 closing their positions.
67% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 72
44% more funds holding in top 10
Funds holding in top 10: 64 → 92 (+28)
23% more repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 558
17% more capital invested
Capital invested by funds: $76.1B → $89.4B (+$13.3B)
3.37% more ownership
Funds ownership: 311.18% → 314.55% (+3.4%)
2% more funds holding
Funds holding: 1,599 → 1,636 (+37)
14% less call options, than puts
Call options by funds: $459M | Put options by funds: $536M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.82B |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$440M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$279M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$255M |
| 5 |
BlackRock
New York
|
+$190M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$577M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$134M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$104M |
| 4 |
JP Morgan Chase
New York
|
-$86.4M |
| 5 |
Citigroup
New York
|
-$79.5M |
NEE Hedge Fund Activity: Q3 2019 in Review
1,636 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2019, worth a combined $89.4B — up 17% from $76.1B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new NEE positions and 72 closed out — a net gain of 48 holders — while 687 added to existing stakes and 558 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.82B. The largest seller was Wellington Management Group, cutting an estimated $577M.
- 1,636 institutional investors held NextEra Energy (NEE) as of Q3 2019, up from 1,599 in Q2 2019.
- Funds reported $89.4B of NextEra Energy stock for Q3 2019, up 17% quarter-over-quarter.
- 120 funds opened new NextEra Energy positions in Q3 2019 and 72 closed out, a net change of +48 holders.
- The largest NextEra Energy buyer in Q3 2019 was T. Rowe Price Associates, an estimated $1.82B added.
- The largest NextEra Energy seller in Q3 2019 was Wellington Management Group, an estimated $577M sold.
Based on aggregated 13F filings for Q3 2019.