NextEra Energy
NEE
1,547 hedge funds and large institutions have $63.9B invested in NextEra Energy in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 558 increasing their positions, 541 reducing their positions, and 77 closing their positions.
165% more first-time investments, than exits
New positions opened: 204 | Existing positions closed: 77
106% more funds holding in top 10
Funds holding in top 10: 32 → 66 (+34)
8% more funds holding
Funds holding: 1,434 → 1,547 (+113)
6% more call options, than puts
Call options by funds: $274M | Put options by funds: $258M
3% more capital invested
Capital invested by funds: $62B → $63.9B (+$1.94B)
3% more repeat investments, than reductions
Existing positions increased: 558 | Existing positions reduced: 541
3.8% less ownership
Funds ownership: 314.32% → 310.52% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$405M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$266M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$246M |
| 4 |
State Street
Boston,
Massachusetts
|
+$173M |
| 5 |
BlackRock
New York
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$519M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$341M |
| 3 |
JP Morgan Chase
New York
|
-$288M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$266M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$120M |
NEE Hedge Fund Activity: Q4 2018 in Review
1,547 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2018, worth a combined $63.9B — up 3.1% from $62B a quarter earlier.
Buyers outnumbered sellers: 204 funds opened new NEE positions and 77 closed out — a net gain of 127 holders — while 558 added to existing stakes and 541 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $405M. The largest seller was Deutsche Bank, cutting an estimated $519M.
- 1,547 institutional investors held NextEra Energy (NEE) as of Q4 2018, up from 1,434 in Q3 2018.
- Funds reported $63.9B of NextEra Energy stock for Q4 2018, up 3.1% quarter-over-quarter.
- 204 funds opened new NextEra Energy positions in Q4 2018 and 77 closed out, a net change of +127 holders.
- The largest NextEra Energy buyer in Q4 2018 was Fidelity Investments, an estimated $405M added.
- The largest NextEra Energy seller in Q4 2018 was Deutsche Bank, an estimated $519M sold.
Based on aggregated 13F filings for Q4 2018.