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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
PTB
526
Pioneer Trust Bank
Oregon
$1.89M
Mariner
527
Mariner
Kansas
$1.88M +$14.7K +468 +0.8%
BCMO
528
Buckingham Capital Management (Ohio)
Ohio
$1.88M +$79.2K +2,520 +4%
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$1.88M +$37.7K +1,200 +2%
TWM
530
Torch Wealth Management
Ohio
$1.86M +$72.3K +2,300 +4%
SB
531
Simmons Bank
Arkansas
$1.86M +$1.82M +57,872 New
LNB
532
Ledyard National Bank
$1.83M +$1.27M +40,448 +243%
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.79M -$227K -7,224 -11%
GP
534
Girard Partners
Pennsylvania
$1.78M +$453K +14,404 +35%
BCP
535
Blue Chip Partners
Michigan
$1.77M +$314K +10,000 +22%
Fayez Sarofim & Co
536
Fayez Sarofim & Co
Texas
$1.75M -$269K -8,548 -14%
CI
537
Conning Inc
Connecticut
$1.75M -$5.03K -160 -0.3%
CTA
538
Chesley Taft & Associates
Illinois
$1.75M -$52.8K -1,680 -3%
VEA
539
Virtus ETF Advisers
New York
$1.74M
SF
540
Synovus Financial
Georgia
$1.73M -$392K -12,460 -19%
ICOA
541
Investment Centers of America
North Dakota
$1.71M -$50.3K -1,600 -3%
Jane Street
542
Jane Street
New York
$1.7M +$1.67M +53,068 New
BWP
543
Baldwin Wealth Partners
Massachusetts
$1.7M +$220K +6,992 +15%
BRWA
544
B. Riley Wealth Advisors
Florida
$1.69M +$59.1K +1,880 +4%
MA
545
Montag & Associates
Georgia
$1.68M -$185K -5,880 -10%
DIA
546
Dana Investment Advisors
Wisconsin
$1.65M -$2.46M -78,180 -60%
BCM
547
BBT Capital Management
Texas
$1.64M
TG
548
TCW Group
California
$1.64M -$3.38M -107,400 -68%
RMCM
549
Reynders McVeigh Capital Management
Massachusetts
$1.63M -$300K -9,540 -16%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.62M -$313K -9,940 -16%

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.