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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
CNBT
476
Canandaigua National Bank & Trust
New York
$2.42M +$2.39K +76 +0.1%
UR
477
USCA RIA
Texas
$2.42M +$2.05M +65,132 +635%
AG
478
Advisor Group
Arizona
$2.41M -$443K -14,084 -16%
CIA
479
Covington Investment Advisors
Pennsylvania
$2.37M +$57.9K +1,840 +3%
APFBOT
480
Amica Pension Fund Board of Trustees
Rhode Island
$2.33M
AIM
481
Achmea Investment Management
Netherlands
$2.31M +$2.27M +72,068 New
TMAM
482
Tokio Marine Asset Management
Japan
$2.31M -$476K -15,136 -17%
WIS
483
Wright Investors Service
Connecticut
$2.3M +$145K +4,600 +7%
WTB
484
Washington Trust Bank
Washington
$2.29M -$4.15K -132 -0.2%
CIMLRA
485
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.28M +$314K +10,000 +16%
HCM
486
Huber Capital Management
California
$2.26M
SLAM
487
Swiss Life Asset Management
$2.25M +$1.46M +46,332 +194%
Thrivent Financial for Lutherans
488
Thrivent Financial for Lutherans
Minnesota
$2.25M +$112K +3,560 +5%
AC
489
Abbrea Capital
California
$2.25M +$210K +6,680 +11%
PFM
490
Premier Fund Managers
United Kingdom
$2.25M -$62.9K -2,000 -3%
FA
491
FMA Advisory
Pennsylvania
$2.23M +$2.18M +69,448 New
CA
492
Cullinan Associates
Kentucky
$2.22M -$3.85M -122,504 -64%
ATC
493
Argent Trust Co
Tennessee
$2.21M -$131K -4,164 -6%
CFA
494
CT Financial Advisors
Pennsylvania
$2.19M -$49.9K -1,588 -2%
DWA
495
Douglass Winthrop Advisors
New York
$2.18M
SYBT
496
Stock Yards Bank & Trust
Kentucky
$2.17M +$18.4K +584 +0.9%
QC
497
Quadrature Capital
United Kingdom
$2.17M +$2.12M +67,580 New
WF
498
Welch & Forbes
Massachusetts
$2.16M -$173K -5,496 -8%
CIBC World Market
499
CIBC World Market
Ontario, Canada
$2.15M +$1.03M +32,676 +95%
HPIA
500
Hamilton Point Investment Advisors
North Carolina
$2.13M -$34.2K -1,088 -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.