NextEra Energy
NEE
1,434 hedge funds and large institutions have $62B invested in NextEra Energy in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 542 increasing their positions, 520 reducing their positions, and 50 closing their positions.
66% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 50
2.08% more ownership
Funds ownership: 312.24% → 314.32% (+2.1%)
2% more funds holding
Funds holding: 1,412 → 1,434 (+22)
8% more call options, than puts
Call options by funds: $225M | Put options by funds: $208M
4% more repeat investments, than reductions
Existing positions increased: 542 | Existing positions reduced: 520
1% more capital invested
Capital invested by funds: $61.3B → $62B (+$637M)
24% less funds holding in top 10
Funds holding in top 10: 42 → 32 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$295M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$145M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$139M |
| 4 |
Morgan Stanley
New York
|
+$135M |
| 5 |
BlackRock
New York
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$152M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$145M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$106M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$91.7M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$90.4M |
NEE Hedge Fund Activity: Q3 2018 in Review
1,434 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2018, worth a combined $62B — up 1% from $61.3B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new NEE positions and 50 closed out — a net gain of 33 holders — while 542 added to existing stakes and 520 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $295M. The largest seller was AQR Capital Management, cutting an estimated $152M.
- 1,434 institutional investors held NextEra Energy (NEE) as of Q3 2018, up from 1,412 in Q2 2018.
- Funds reported $62B of NextEra Energy stock for Q3 2018, up 1% quarter-over-quarter.
- 83 funds opened new NextEra Energy positions in Q3 2018 and 50 closed out, a net change of +33 holders.
- The largest NextEra Energy buyer in Q3 2018 was JP Morgan Chase, an estimated $295M added.
- The largest NextEra Energy seller in Q3 2018 was AQR Capital Management, an estimated $152M sold.
Based on aggregated 13F filings for Q3 2018.