NextEra Energy
NEE
1,417 hedge funds and large institutions have $59.8B invested in NextEra Energy in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 477 increasing their positions, 586 reducing their positions, and 71 closing their positions.
70% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 71
24% more funds holding in top 10
Funds holding in top 10: 38 → 47 (+9)
6% more capital invested
Capital invested by funds: $56.2B → $59.8B (+$3.61B)
5.02% more ownership
Funds ownership: 306.35% → 311.37% (+5%)
2% more funds holding
Funds holding: 1,383 → 1,417 (+34)
13% less call options, than puts
Call options by funds: $236M | Put options by funds: $270M
19% less repeat investments, than reductions
Existing positions increased: 477 | Existing positions reduced: 586
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$647M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$317M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$314M |
| 4 |
JP Morgan Chase
New York
|
+$304M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$378M |
| 2 |
BlackRock
New York
|
-$271M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$235M |
| 4 |
Millennium Management
New York
|
-$175M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$143M |
NEE Hedge Fund Activity: Q1 2018 in Review
1,417 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2018, worth a combined $59.8B — up 6.4% from $56.2B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new NEE positions and 71 closed out — a net gain of 50 holders — while 477 added to existing stakes and 586 trimmed.
The largest buyer was Vanguard Group, adding an estimated $647M. The largest seller was Wellington Management Group, cutting an estimated $378M.
- 1,417 institutional investors held NextEra Energy (NEE) as of Q1 2018, up from 1,383 in Q4 2017.
- Funds reported $59.8B of NextEra Energy stock for Q1 2018, up 6.4% quarter-over-quarter.
- 121 funds opened new NextEra Energy positions in Q1 2018 and 71 closed out, a net change of +50 holders.
- The largest NextEra Energy buyer in Q1 2018 was Vanguard Group, an estimated $647M added.
- The largest NextEra Energy seller in Q1 2018 was Wellington Management Group, an estimated $378M sold.
Based on aggregated 13F filings for Q1 2018.