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NextEra Energy
NEE

1,079 hedge funds and large institutions have $34.6B invested in NextEra Energy in 2015 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 428 increasing their positions, 356 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 38

88% more call options, than puts

Call options by funds: $141M | Put options by funds: $74.9M

20% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 356

19% more funds holding in top 10

Funds holding in top 10: 21 → 25 (+4)

6% more capital invested

Capital invested by funds: $32.7B → $34.6B (+$1.88B)

4% more funds holding

Funds holding: 1,040 → 1,079 (+39)

3.63% less ownership

Funds ownership: 301.72% → 298.08% (-3.6%)

Holders
1,079
Holders Change
+39
Holders Change %
+3.75%
% of All Funds
30.11%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
86
Increased
428
Reduced
356
Closed
38
Calls
$141M
Puts
$74.9M
Net Calls
+$66.2M
Net Calls Change
+$21.9M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$288M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$186M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$144M
4
State Street
State Street
Massachusetts
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$102M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$292M
2
SC
Sculptor Capital
New York
-$243M
3
Citadel Advisors
Citadel Advisors
Florida
-$211M
4
Millennium Management
Millennium Management
New York
-$149M
5
AAMU
Amundi Asset Management US
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jennison Associates
51
Jennison Associates
New York
$136M +$6.61M +259,824 +5%
LM
52
Luminus Management
Texas
$134M +$36.3M +1,427,632 +35%
WHG
53
Westwood Holdings Group
Texas
$133M -$1.06M -41,524 -0.8%
BlackRock
54
BlackRock
New York
$133M +$17.3M +679,728 +14%
SBAM
55
Santa Barbara Asset Management
California
$124M -$1.23M -48,524 -0.9%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$124M +$574K +22,580 +0.4%
GF
57
Gabelli Funds
New York
$122M -$7.73M -304,000 -6%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$118M +$3.38M +132,964 +3%
SCM
59
Steadfast Capital Management
New York
$117M -$31.3M -1,231,736 -20%
Charles Schwab
60
Charles Schwab
California
$115M +$4.56M +179,296 +4%
CBOA
61
Commonwealth Bank of Australia
Australia
$115M -$7.69M -302,496 -6%
Lazard Asset Management
62
Lazard Asset Management
New York
$114M +$46.2M +1,817,740 +64%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$110M +$91.4M +3,593,600 +405%
DPIM
64
Duff & Phelps Investment Management
Illinois
$106M -$653K -25,660 -0.6%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$101M +$14M +551,052 +15%
JHIU
66
Janus Henderson Investors US
Colorado
$100M -$67.2M -2,641,472 -39%
SFM
67
Soros Fund Management
New York
$98.2M -$34.1M -1,341,672 -25%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$98.1M +$2.3M +90,620 +2%
Invesco
69
Invesco
Georgia
$95.7M +$41.5M +1,632,492 +71%
Swiss National Bank
70
Swiss National Bank
Switzerland
$95M +$7.87M +309,600 +9%
CCM
71
Cullen Capital Management
New York
$92.1M -$1.32M -51,800 -1%
American Century Companies
72
American Century Companies
Missouri
$90.5M +$53.7M +2,112,960 +132%
PAM
73
Panagora Asset Management
Massachusetts
$87.4M +$4.68M +184,092 +5%
Loomis, Sayles & Company
74
Loomis, Sayles & Company
Massachusetts
$86.9M +$17.9M +703,428 +25%
O
75
OppenheimerFunds
New York
$85.9M +$21.1M +829,416 +31%
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NEE Hedge Fund Activity: Q3 2015 in Review

1,079 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2015, worth a combined $34.6B — up 5.7% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new NEE positions and 38 closed out — a net gain of 48 holders — while 428 added to existing stakes and 356 trimmed.

The largest buyer was Bank of America, adding an estimated $288M. The largest seller was JP Morgan Chase, cutting an estimated $292M.

  • 1,079 institutional investors held NextEra Energy (NEE) as of Q3 2015, up from 1,040 in Q2 2015.
  • Funds reported $34.6B of NextEra Energy stock for Q3 2015, up 5.7% quarter-over-quarter.
  • 86 funds opened new NextEra Energy positions in Q3 2015 and 38 closed out, a net change of +48 holders.
  • The largest NextEra Energy buyer in Q3 2015 was Bank of America, an estimated $288M added.
  • The largest NextEra Energy seller in Q3 2015 was JP Morgan Chase, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2015.