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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
IB
601
Intrust Bank
Kansas
$1.28M +$92.9K +2,956 +8%
PFSC
602
Peoples Financial Services Corp
Pennsylvania
$1.26M -$135K -4,300 -10%
JAFL
603
Jay A. Fishman Ltd
Michigan
$1.26M -$9.43K -300 -0.8%
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$1.25M -$143K -4,536 -10%
BIM
605
Beach Investment Management
Pennsylvania
$1.25M
Pacer Advisors
606
Pacer Advisors
Pennsylvania
$1.25M +$82.6K +2,628 +7%
BCM
607
Bayesian Capital Management
New York
$1.25M +$1.23M +39,112 New
BVDMP
608
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.25M
FG
609
Fiduciary Group
Georgia
$1.24M
BFC
610
Blue Fin Capital
Rhode Island
$1.24M -$20.1K -640 -2%
OCG
611
Opus Capital Group
Ohio
$1.24M +$131K +4,180 +12%
PFM
612
Parsec Financial Management
North Carolina
$1.23M
Dodge & Cox
613
Dodge & Cox
California
$1.23M -$25.2K -800 -2%
WIC
614
Wilkins Investment Counsel
Massachusetts
$1.23M
II
615
IFM Investors
Australia
$1.23M +$458K +14,564 +62%
TNB
616
Thomasville National Bank
Georgia
$1.22M +$1.2M +38,148 New
SEIA
617
Signature Estate & Investment Advisors
California
$1.21M +$200K +6,360 +20%
CCP
618
Corient Capital Partners
California
$1.19M +$73.8K +2,348 +7%
OAM
619
Oxford Asset Management
United Kingdom
$1.18M +$1.16M +36,812 New
PG
620
Patten Group
Tennessee
$1.16M -$12.1K -384 -1%
SA
621
Sicart Associates
New York
$1.16M +$126K +4,000 +13%
SIC
622
Salem Investment Counselors
North Carolina
$1.15M +$127K +4,048 +13%
FAM
623
Foresters Asset Management
Ontario, Canada
$1.15M +$843K +26,800 New
GA
624
Geneva Advisors
Illinois
$1.14M -$138K -4,380 -11%
LS
625
Livforsakringsbolaget Skandia
Sweden
$1.14M -$2.34M -74,400 -68%

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.