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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
WI
776
Wintrust Investments
Illinois
$624K +$298K +9,480 +95%
WB
777
Webster Bank
Connecticut
$622K +$40.2K +1,280 +7%
RCAMU
778
Rothschild & Co Asset Management US
Connecticut
$621K -$133K -4,228 -18%
NIM
779
Northeast Investment Management
Massachusetts
$619K
NGA
780
Naples Global Advisors
Florida
$618K -$15.7K -500 -3%
SA
781
SpiderRock Advisors
Delaware
$618K
VFM
782
Viking Fund Management
North Dakota
$616K -$214K -6,800 -26%
CCA
783
Checchi Capital Advisers
California
$616K -$59.1K -1,880 -9%
TI
784
Trexquant Investment
Connecticut
$616K +$604K +19,200 New
CAM
785
Carret Asset Management
New York
$612K +$25.2K +800 +4%
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$607K +$12.6K +400 +2%
ACM
787
Adalta Capital Management
New York
$605K +$592K +18,840 New
AP
788
Atwood & Palmer
Missouri
$604K
HB
789
Homrich & Berg
Georgia
$601K +$126 +4 +0%
MCM
790
Maryland Capital Management
Maryland
$599K +$6.29K +200 +1%
SC
791
Searle & Co
Connecticut
$597K
AHC
792
Adell Harriman & Carpenter
Texas
$597K +$119K +3,800 +26%
RWA
793
River Wealth Advisors
Pennsylvania
$592K -$59.6K -1,896 -9%
CK
794
Cohen Klingenstein
New York
$591K
GXMC
795
Global X Management Company
New York
$591K +$159K +5,052 +38%
CL
796
Choreo LLC
Illinois
$590K +$109K +3,452 +23%
KS
797
Karpas Strategies
Connecticut
$589K
WIC
798
Whitegate Investment Counselors
New Hampshire
$578K
DTL
799
Dynamic Technology Lab
Singapore
$578K +$566K +18,000 New
BAS
800
Brown Advisory Securities
Maryland
$571K -$23.8K -756 -4%

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.