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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
SP
76
Sarasin & Partners
United Kingdom
$99.4M +$19.1M +607,832 +24%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$99.2M +$56.9M +1,809,876 +141%
AQR Capital Management
78
AQR Capital Management
Connecticut
$98.1M -$13.7M -435,484 -12%
Asset Management One
79
Asset Management One
Japan
$97.1M -$6.91M -219,712 -7%
SO
80
STRS Ohio
Ohio
$95.2M +$3.64M +115,656 +4%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$94.3M +$4.72M +150,124 +5%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$87.2M +$3.84M +122,004 +5%
Prudential Financial
83
Prudential Financial
New Jersey
$87M -$377K -11,976 -0.4%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$85.8M -$429K -13,644 -0.5%
Principal Financial Group
85
Principal Financial Group
Iowa
$85.3M +$1.49M +47,512 +2%
CRM
86
Cramer Rosenthal McGlynn
Connecticut
$84.9M +$9.03M +287,100 +12%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$82.3M +$264K +8,412 +0.3%
N
88
Nuveen
North Carolina
$82.1M -$6.08M -193,472 -7%
DekaBank Deutsche Girozentrale
89
DekaBank Deutsche Girozentrale
Germany
$80.4M +$5.17M +164,456 +7%
CCM
90
Cullen Capital Management
New York
$79.4M -$3.71M -117,840 -5%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$77.1M -$10.1M -321,736 -12%
US Bancorp
92
US Bancorp
Minnesota
$75.1M +$755 +24 +0%
CA
93
Cortland Advisers
Delaware
$74.6M -$42.5K -1,352 -0.1%
Millennium Management
94
Millennium Management
New York
$74.4M -$149M -4,740,320 -67%
PI
95
Putnam Investments
Massachusetts
$74M -$220K -6,984 -0.3%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.6M +$3.03M +96,348 +4%
PAM
97
Panagora Asset Management
Massachusetts
$70.8M -$23.4M -742,664 -25%
LM
98
Luminus Management
Texas
$69.7M -$65.2M -2,072,972 -49%
Stifel Financial
99
Stifel Financial
Missouri
$68.8M +$3.98M +126,592 +6%
Allianz Asset Management
100
Allianz Asset Management
Germany
$68.7M +$1.6M +50,868 +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.