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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
TSW
1101
Thompson Siegel & Walmsley
Virginia
$124K +$5.16K +164 +4%
RAM
1102
Riggs Asset Management
Pennsylvania
$120K
CHP
1103
Cable Hill Partners
Oregon
$113K -$8.18K -260 -7%
AWM
1104
Avior Wealth Management
Nebraska
$112K +$8.93K +284 +9%
TC
1105
Trust Company
Kansas
$107K +$9.18K +292 +10%
FQ
1106
First Quadrant
California
$103K
TRCT
1107
Tower Research Capital (TRC)
New York
$102K -$565K -17,960 -85%
GRP
1108
Global Retirement Partners
California
$102K -$13.7K -436 -12%
PCFFS
1109
Pacific Center for Financial Services
California
$97K -$47.8K -1,520 -33%
KF
1110
Krilogy Financial
Missouri
$96K
LWM
1111
Lenox Wealth Management
Ohio
$93K -$38.6K -1,228 -30%
UWPG
1112
Ullmann Wealth Partners Group
Florida
$93K +$91.7K +2,916 New
AF
1113
Allworth Financial
California
$92K -$1.89K -60 -2%
KKAMG
1114
Kernodle & Katon Asset Management Group
Arkansas
$92K
JCM
1115
Jacobi Capital Management
Pennsylvania
$92K +$12.7K +404 +17%
BIG
1116
Bellwether Investment Group
Tennessee
$91K -$7.92K -252 -8%
IDBONY
1117
Israel Discount Bank of New York
New York
$90K -$160K -5,100 -65%
HWP
1118
Hefty Wealth Partners
Indiana
$89K
FWM
1119
Focused Wealth Management
New York
$88K +$503 +16 +0.6%
PO
1120
Private Ocean
California
$86K
LCM
1121
Liberty Capital Management
Michigan
$85K +$83K +2,640 New
JWA
1122
JFS Wealth Advisors
Pennsylvania
$84K
SJIM
1123
St. Johns Investment Management
Florida
$80K
RFS
1124
Rockefeller Financial Services
New York
$79K
MWM
1125
Mascoma Wealth Management
New Hampshire
$77K

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.