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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
PTC
751
Private Trust Company
Ohio
$672K -$115K -3,668 -15%
EI
752
EDMP Inc
Florida
$672K -$7.55K -240 -1%
LCOV
753
London Company of Virginia
Virginia
$671K -$15.7K -500 -2%
BIC
754
Bridges Investment Counsel
Nebraska
$670K -$611K -19,432 -48%
NPC
755
National Planning Corporation
California
$669K -$36.1K -1,148 -5%
BA
756
Boston Advisors
Massachusetts
$669K -$14.2K -452 -2%
BSW
757
Buckingham Strategic Wealth
Missouri
$661K +$53.2K +1,692 +9%
SAA
758
Southeast Asset Advisors
Georgia
$659K
LWCFA
759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$652K +$15.7K +500 +3%
MSAM
760
Moloney Securities Asset Management
Missouri
$651K +$34.6K +1,100 +6%
FNB
761
Farmers National Bank
Kentucky
$650K +$15.6K +496 +2%
HH
762
Hilltop Holdings
Texas
$644K -$15.1K -480 -2%
SMG
763
Spectrum Management Group
Indiana
$642K -$70.4K -2,240 -10%
CI
764
Cowen Inc
New York
$642K
EFSCE
765
Enterprise Financial Services Corp (EFSC)
Missouri
$639K +$37.4K +1,188 +6%
HT
766
Heritage Trust
Oklahoma
$639K +$626K +19,900 New
HVIA
767
Hudson Valley Investment Advisors
New York
$638K -$57.7K -1,836 -8%
BOS
768
Bank of Stockton
California
$635K +$22K +700 +4%
BHBT
769
Burke & Herbert Bank & Trust
Virginia
$632K +$72.2K +2,296 +13%
RIL
770
Rothschild Investment LLC
Illinois
$631K -$30.3K -964 -5%
ZB
771
Zions Bancorporation
Utah
$631K -$23.4K -744 -4%
HCM
772
Harvest Capital Management
New Hampshire
$630K
SOAMC
773
Spirit of America Management Corp
New York
$629K
APP
774
Avantax Planning Partners
Iowa
$629K +$1.76K +56 +0.3%
Cetera Investment Advisers
775
Cetera Investment Advisers
Illinois
$628K +$35.5K +1,128 +6%

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.