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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
CBOA
26
Commonwealth Bank of Australia
Australia
$330M +$67.6M +2,150,072 +26%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$323M -$14.7M -466,008 -4%
EVM
28
Eaton Vance Management
Massachusetts
$320M -$33.9M -1,079,280 -10%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$302M -$6.4M -203,500 -2%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$278M -$25.9M -823,592 -9%
APG Asset Management
31
APG Asset Management
Netherlands
$253M +$106M +3,379,448 +75%
BG
32
Bahl & Gaynor
Ohio
$238M +$13.4M +424,788 +6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$238M +$48.1M +1,531,200 +26%
UBS AM
34
UBS AM
Illinois
$230M +$16.7M +530,752 +8%
TA
35
Teachers Advisors
New York
$224M +$1.15M +36,420 +0.5%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$223M +$2.37M +75,484 +1%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$211M -$263K -8,368 -0.1%
Renaissance Technologies
38
Renaissance Technologies
New York
$201M +$25.6M +815,200 +15%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$199M -$3.25M -103,472 -2%
CIA
40
ClearBridge Investments (Australia)
Australia
$191M -$16.8M -532,784 -8%
Cohen & Steers
41
Cohen & Steers
New York
$191M -$12.5M -398,204 -6%
ClearBridge Investments
42
ClearBridge Investments
New York
$191M +$3.44M +109,416 +2%
Charles Schwab
43
Charles Schwab
California
$187M +$8.37M +266,304 +5%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$183M +$2.57M +81,604 +1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$173M -$14.9M -473,528 -8%
DPIM
46
Duff & Phelps Investment Management
Illinois
$172M -$2.49M -79,120 -1%
SBAM
47
Santa Barbara Asset Management
California
$165M +$2.72M +86,508 +2%
EIP
48
Epoch Investment Partners
New York
$164M -$19.4M -615,876 -11%
JHIU
49
Janus Henderson Investors US
Colorado
$161M -$5.49M -174,608 -3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$156M -$3.4M -108,000 -2%

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.