NextEra Energy
NEE
901 hedge funds and large institutions have $31.9B invested in NextEra Energy in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 306 increasing their positions, 375 reducing their positions, and 42 closing their positions.
230% more call options, than puts
Call options by funds: $345M | Put options by funds: $104M
62% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 42
28% more capital invested
Capital invested by funds: $24.9B → $31.9B (+$6.96B)
2% more funds holding
Funds holding: 881 → 901 (+20)
2.02% more ownership
Funds ownership: 285.07% → 287.09% (+2%)
18% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 375
48% less funds holding in top 10
Funds holding in top 10: 23 → 12 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$212M |
| 2 |
JP Morgan Chase
New York
|
+$109M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$93.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$91.2M |
| 5 |
Morgan Stanley
New York
|
+$84.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$156M |
| 2 |
SC
Stralem & Co
New York
|
-$126M |
| 3 |
DCM
Decade Capital Management
New York
|
-$99.7M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$69M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$56.6M |
NEE Hedge Fund Activity: Q3 2013 in Review
901 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2013, worth a combined $31.9B — up 28% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new NEE positions and 42 closed out — a net gain of 26 holders — while 306 added to existing stakes and 375 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $212M. The largest seller was Franklin Resources, cutting an estimated $156M.
- 901 institutional investors held NextEra Energy (NEE) as of Q3 2013, up from 881 in Q2 2013.
- Funds reported $31.9B of NextEra Energy stock for Q3 2013, up 28% quarter-over-quarter.
- 68 funds opened new NextEra Energy positions in Q3 2013 and 42 closed out, a net change of +26 holders.
- The largest NextEra Energy buyer in Q3 2013 was Fidelity Investments, an estimated $212M added.
- The largest NextEra Energy seller in Q3 2013 was Franklin Resources, an estimated $156M sold.
Based on aggregated 13F filings for Q3 2013.