NextEra Energy
NEE
1,150 hedge funds and large institutions have $40.3B invested in NextEra Energy in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 415 increasing their positions, 457 reducing their positions, and 52 closing their positions.
115% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 52
39% more call options, than puts
Call options by funds: $174M | Put options by funds: $125M
21% more funds holding in top 10
Funds holding in top 10: 29 → 35 (+6)
13.67% more ownership
Funds ownership: 297.7% → 311.38% (+14%)
12% more capital invested
Capital invested by funds: $35.9B → $40.3B (+$4.48B)
4% more funds holding
Funds holding: 1,102 → 1,150 (+48)
9% less repeat investments, than reductions
Existing positions increased: 415 | Existing positions reduced: 457
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.45B |
| 2 |
State Street
Boston,
Massachusetts
|
+$365M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$279M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$247M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$216M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$379M |
| 2 |
Millennium Management
New York
|
-$250M |
| 3 |
VM
Valinor Management
New York
|
-$153M |
| 4 |
SCM
Steadfast Capital Management
New York
|
-$98.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$93.2M |
NEE Hedge Fund Activity: Q1 2016 in Review
1,150 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2016, worth a combined $40.3B — up 12% from $35.9B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new NEE positions and 52 closed out — a net gain of 60 holders — while 415 added to existing stakes and 457 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $1.45B. The largest seller was Franklin Resources, cutting an estimated $379M.
- 1,150 institutional investors held NextEra Energy (NEE) as of Q1 2016, up from 1,102 in Q4 2015.
- Funds reported $40.3B of NextEra Energy stock for Q1 2016, up 12% quarter-over-quarter.
- 112 funds opened new NextEra Energy positions in Q1 2016 and 52 closed out, a net change of +60 holders.
- The largest NextEra Energy buyer in Q1 2016 was Royal London Asset Management, an estimated $1.45B added.
- The largest NextEra Energy seller in Q1 2016 was Franklin Resources, an estimated $379M sold.
Based on aggregated 13F filings for Q1 2016.