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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
Jennison Associates
51
Jennison Associates
New York
$154M -$18.1M -575,560 -11%
WHRC
52
W.H. Reaves & Co
New Jersey
$150M -$1.9M -60,552 -1%
CS
53
Credit Suisse
Switzerland
$147M -$7.33M -233,080 -5%
Capital Research Global Investors
54
Capital Research Global Investors
California
$145M -$4.99M -158,836 -3%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$135M +$2.72M +86,572 +2%
WHG
56
Westwood Holdings Group
Texas
$135M -$8.06M -256,472 -6%
Invesco
57
Invesco
Georgia
$132M -$17.2M -546,952 -12%
SCCM
58
Schafer Cullen Capital Management
New York
$127M -$3.09M -98,300 -2%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$122M -$5.23M -166,400 -4%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$119M -$8.66M -275,288 -7%
PPA
61
Parametric Portfolio Associates
Washington
$118M +$481K +15,288 +0.4%
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$116M -$108M -3,436,984 -49%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$113M +$8.7M +276,680 +8%
Barclays
64
Barclays
United Kingdom
$112M -$11M -350,076 -9%
Macquarie Group
65
Macquarie Group
Australia
$109M +$77K +2,448 +0.1%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$107M +$5.58M +177,332 +6%
WBC
67
Westpac Banking Corp
Australia
$106M -$279K -8,876 -0.3%
EIP
68
Energy Income Partners
Connecticut
$106M -$9.33M -296,688 -8%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$105M -$736K -23,400 -0.7%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$105M +$21.2M +673,296 +26%
GF
71
Gabelli Funds
New York
$104M -$2.89M -92,000 -3%
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$104M +$1.26M +40,000 +1%
EAM
73
Edge Asset Management
Washington
$104M +$1.26M +40,020 +1%
RFC
74
Regions Financial Corp
Alabama
$100M -$530K -16,872 -0.5%
DZ Bank
75
DZ Bank
Germany
$99.4M -$2.41M -76,680 -2%

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.