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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
MA
551
Montag & Associates
Georgia
$2.24M +$197K +5,100 +10%
HIM
552
Harbour Investment Management
Washington
$2.24M -$131K -3,400 -6%
SEIA
553
Signature Estate & Investment Advisors
California
$2.22M +$62.9K +1,628 +3%
BRWA
554
B. Riley Wealth Advisors
Florida
$2.22M +$14.1K +364 +0.6%
CB
555
Community Bank
New York
$2.18M +$81.5K +2,112 +4%
AP
556
Advisor Partners
California
$2.18M +$261K +6,764 +13%
BA
557
BKS Advisors
Michigan
$2.17M +$2.15M +55,648 New
WJA
558
Williams Jones & Associates
New York
$2.12M +$3.09K +80 +0.1%
TMAM
559
Tokio Marine Asset Management
Japan
$2.11M -$216K -5,588 -9%
BCMO
560
Buckingham Capital Management (Ohio)
Ohio
$2.11M -$109K -2,816 -5%
Fiera Capital (Canada)
561
Fiera Capital (Canada)
Quebec, Canada
$2.11M -$699K -18,100 -25%
CC
562
Covalis Capital
United Kingdom
$2.11M +$2.09M +54,068 New
IB
563
Intrust Bank
Kansas
$2.11M +$260K +6,736 +14%
Fayez Sarofim & Co
564
Fayez Sarofim & Co
Texas
$2.1M – – –
CTA
565
Chesley Taft & Associates
Illinois
$2.08M -$46K -1,192 -2%
II
566
IFM Investors
Australia
$2.06M – – –
CI
567
Conning Inc
Connecticut
$2.06M -$24.7K -640 -1%
AB
568
AT Bancorp
Iowa
$2.04M -$92.4K -2,392 -4%
HCM
569
Huber Capital Management
California
$2.03M -$216K -5,600 -10%
ST
570
Smithfield Trust
Pennsylvania
$2.02M +$209K +5,420 +12%
Northwestern Mutual Wealth Management
571
Northwestern Mutual Wealth Management
Wisconsin
$2.01M -$32K -828 -2%
BCM
572
BBT Capital Management
Texas
$2M – – –
IRF
573
IBM Retirement Fund
New York
$2M +$29.8K +772 +2%
SC
574
SouthState Corp
Florida
$1.99M +$240K +6,220 +14%
FBT
575
First Bankers Trust
Kentucky
$1.98M -$10K -260 -0.5%
21 22
23
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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.