NextEra Energy
NEE
996 hedge funds and large institutions have $30.2B invested in NextEra Energy in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 339 increasing their positions, 404 reducing their positions, and 61 closing their positions.
29% more call options, than puts
Call options by funds: $217M | Put options by funds: $169M
1% less funds holding
Funds holding: 1,005 → 996 (-9)
3% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 61
2.69% less ownership
Funds ownership: 298.47% → 295.78% (-2.7%)
9% less capital invested
Capital invested by funds: $33.3B → $30.2B (-$3.1B)
16% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 404
32% less funds holding in top 10
Funds holding in top 10: 31 → 21 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VM
Valinor Management
New York
|
+$142M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$107M |
| 3 |
SC
Sculptor Capital
New York
|
+$74.2M |
| 4 |
BlackRock
New York
|
+$68.4M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$61.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$411M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$242M |
| 3 |
State Street
Boston,
Massachusetts
|
-$100M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$92.2M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$55.8M |
NEE Hedge Fund Activity: Q3 2014 in Review
996 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2014, worth a combined $30.2B — down 9.3% from $33.3B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of NEE and 59 opened new positions — a net loss of 2 holders — while 404 trimmed existing stakes and 339 added.
The largest buyer was Valinor Management, opening a new position worth an estimated $142M. The largest seller was Norges Bank, cutting an estimated $411M.
- 996 institutional investors held NextEra Energy (NEE) as of Q3 2014, down from 1,005 in Q2 2014.
- Funds reported $30.2B of NextEra Energy stock for Q3 2014, down 9.3% quarter-over-quarter.
- 59 funds opened new NextEra Energy positions in Q3 2014 and 61 closed out, a net change of -2 holders.
- The largest NextEra Energy buyer in Q3 2014 was Valinor Management, an estimated $142M added.
- The largest NextEra Energy seller in Q3 2014 was Norges Bank, an estimated $411M sold.
Based on aggregated 13F filings for Q3 2014.