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NextEra Energy
NEE

1,382 hedge funds and large institutions have $56.2B invested in NextEra Energy in 2017 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 465 increasing their positions, 495 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 49

11% more funds holding

Funds holding: 1,248 → 1,382 (+134)

6% more capital invested

Capital invested by funds: $53B → $56.2B (+$3.17B)

6% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 495

1.93% less ownership

Funds ownership: 308.28% → 306.35% (-1.9%)

5% less funds holding in top 10

Funds holding in top 10: 40 → 38 (-2)

23% less call options, than puts

Call options by funds: $257M | Put options by funds: $335M

Holders
1,382
Holders Change
+134
Holders Change %
+10.74%
% of All Funds
31.34%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.86%
New
197
Increased
465
Reduced
495
Closed
49
Calls
$257M
Puts
$335M
Net Calls
-$78.2M
Net Calls Change
-$13.1M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$160M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$132M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$87.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$347M
2
Franklin Resources
Franklin Resources
California
-$262M
3
EIP
Epoch Investment Partners
New York
-$195M
4
JP Morgan Chase
JP Morgan Chase
New York
-$90.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
801
Archford Capital Strategies
Illinois
$771K -$31.4K -812 -4%
GFPC
802
Global Financial Private Capital
Florida
$770K -$2.93K -76 -0.4%
RAM
803
Roanoke Asset Management
New Jersey
$765K -$124K -3,200 -14%
AP
804
Atwood & Palmer
Missouri
$760K -$59.5K -1,540 -7%
TFA
805
Transamerica Financial Advisors
Florida
$759K +$463 +12 +0.1%
PCMK
806
Paragon Capital Management (Kansas)
Kansas
$759K +$1.7K +44 +0.2%
HCA
807
Harbour Capital Advisors
Virginia
$759K +$398K +10,300 +113%
SGI
808
Summit Global Investments
Utah
$758K -$569K -14,732 -43%
HVIA
809
Hudson Valley Investment Advisors
New York
$757K +$154 +4 +0%
CAM
810
Carret Asset Management
New York
$752K +$43.6K +1,128 +6%
RM
811
Resource Management
Louisiana
$747K +$764K +19,784 New
RBA
812
Richard Bernstein Advisors
New York
$745K – – –
ID
813
Integral Derivatives
New York
$743K +$734K +19,020 New
RIM
814
Regent Investment Management
Kentucky
$740K -$108K -2,800 -13%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$740K +$45.4K +1,176 +7%
Lido Advisors
816
Lido Advisors
California
$739K +$13.1K +340 +2%
Cetera Investment Advisers
817
Cetera Investment Advisers
Illinois
$736K -$63K -1,632 -8%
RMAM
818
Raab & Moskowitz Asset Management
New Jersey
$734K -$55K -1,424 -7%
WI
819
Wintrust Investments
Illinois
$726K -$33.2K -860 -4%
SC
820
Searle & Co
Connecticut
$726K – – –
CPSAC
821
Chas P. Smith & Associates (CPS)
Florida
$726K +$37.2K +964 +5%
MCM
822
Maryland Capital Management
Maryland
$725K +$18.5K +480 +3%
ACM
823
Adalta Capital Management
New York
$723K – – –
CCMD
824
Cypress Capital Management (Delaware)
Delaware
$722K +$463K +12,000 +185%
CK
825
Cohen Klingenstein
New York
$718K – – –
31 32
33
34 35

NEE Hedge Fund Activity: Q4 2017 in Review

1,382 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2017, worth a combined $56.2B — up 6% from $53B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new NEE positions and 49 closed out — a net gain of 148 holders — while 465 added to existing stakes and 495 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $163M. The largest seller was Bank of America, cutting an estimated $347M.

  • 1,382 institutional investors held NextEra Energy (NEE) as of Q4 2017, up from 1,248 in Q3 2017.
  • Funds reported $56.2B of NextEra Energy stock for Q4 2017, up 6% quarter-over-quarter.
  • 197 funds opened new NextEra Energy positions in Q4 2017 and 49 closed out, a net change of +148 holders.
  • The largest NextEra Energy buyer in Q4 2017 was Citadel Advisors, an estimated $163M added.
  • The largest NextEra Energy seller in Q4 2017 was Bank of America, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2017.