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NextEra Energy
NEE

1,382 hedge funds and large institutions have $56.2B invested in NextEra Energy in 2017 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 465 increasing their positions, 495 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 49

11% more funds holding

Funds holding: 1,248 → 1,382 (+134)

6% more capital invested

Capital invested by funds: $53B → $56.2B (+$3.17B)

6% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 495

1.93% less ownership

Funds ownership: 308.28% → 306.35% (-1.9%)

5% less funds holding in top 10

Funds holding in top 10: 40 → 38 (-2)

23% less call options, than puts

Call options by funds: $257M | Put options by funds: $335M

Holders
1,382
Holders Change
+134
Holders Change %
+10.74%
% of All Funds
31.34%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.86%
New
197
Increased
465
Reduced
495
Closed
49
Calls
$257M
Puts
$335M
Net Calls
-$78.2M
Net Calls Change
-$13.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$160M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$132M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$87.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$347M
2
Franklin Resources
Franklin Resources
California
-$262M
3
EIP
Epoch Investment Partners
New York
-$195M
4
JP Morgan Chase
JP Morgan Chase
New York
-$90.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$377M -$6.65M -172,216 -2%
CBOA
27
Commonwealth Bank of Australia
Australia
$354M +$13.8M +357,440 +4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$352M -$3.39M -87,896 -1%
EVM
29
Eaton Vance Management
Massachusetts
$347M +$12M +311,224 +4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$323M +$21.9M +567,200 +7%
TCIM
31
TIAA CREF Investment Management
New York
$307M -$12.5M -322,896 -4%
BG
32
Bahl & Gaynor
Ohio
$286M -$3.15M -81,580 -1%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$264M +$13.6M +351,212 +5%
UBS AM
34
UBS AM
Illinois
$263M +$3.46M +89,604 +1%
Cohen & Steers
35
Cohen & Steers
New York
$263M -$13.8M -356,920 -5%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$260M +$132M +3,409,736 +105%
Charles Schwab
37
Charles Schwab
California
$253M +$9.12M +236,160 +4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$250M +$11.6M +299,304 +5%
Principal Financial Group
39
Principal Financial Group
Iowa
$248M -$8.11M -210,016 -3%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$234M +$13.1M +339,600 +6%
ClearBridge Investments
41
ClearBridge Investments
New York
$232M -$1.29M -33,440 -0.6%
Millennium Management
42
Millennium Management
New York
$229M +$160M +4,156,288 +243%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$218M +$45.2M +1,171,200 +27%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$212M +$11.6M +299,636 +6%
Capital Research Global Investors
45
Capital Research Global Investors
California
$210M -$44.3M -1,148,068 -18%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$210M -$9.48M -245,476 -4%
APG Asset Management
47
APG Asset Management
Netherlands
$206M -$70.2M -1,819,200 -22%
CS
48
Credit Suisse
Switzerland
$205M +$54.1M +1,400,052 +36%
SBAM
49
Santa Barbara Asset Management
California
$197M -$1.49M -38,664 -0.8%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$194M -$326K -8,432 -0.2%
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NEE Hedge Fund Activity: Q4 2017 in Review

1,382 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2017, worth a combined $56.2B — up 6% from $53B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new NEE positions and 49 closed out — a net gain of 148 holders — while 465 added to existing stakes and 495 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $163M. The largest seller was Bank of America, cutting an estimated $347M.

  • 1,382 institutional investors held NextEra Energy (NEE) as of Q4 2017, up from 1,248 in Q3 2017.
  • Funds reported $56.2B of NextEra Energy stock for Q4 2017, up 6% quarter-over-quarter.
  • 197 funds opened new NextEra Energy positions in Q4 2017 and 49 closed out, a net change of +148 holders.
  • The largest NextEra Energy buyer in Q4 2017 was Citadel Advisors, an estimated $163M added.
  • The largest NextEra Energy seller in Q4 2017 was Bank of America, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2017.