NextEra Energy
NEE
1,183 hedge funds and large institutions have $43.3B invested in NextEra Energy in 2016 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 407 increasing their positions, 450 reducing their positions, and 85 closing their positions.
65% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 85
10.8% more ownership
Funds ownership: 299.57% → 310.37% (+11%)
3% more funds holding
Funds holding: 1,144 → 1,183 (+39)
3% more capital invested
Capital invested by funds: $42.2B → $43.3B (+$1.1B)
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
10% less repeat investments, than reductions
Existing positions increased: 407 | Existing positions reduced: 450
24% less call options, than puts
Call options by funds: $170M | Put options by funds: $224M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$420M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$331M |
| 3 |
Millennium Management
New York
|
+$152M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$133M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$216M |
| 2 |
JP Morgan Chase
New York
|
-$170M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$97.5M |
| 4 |
Lazard Asset Management
New York
|
-$65.2M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$64.7M |
NEE Hedge Fund Activity: Q4 2016 in Review
1,183 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2016, worth a combined $43.3B — up 2.6% from $42.2B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new NEE positions and 85 closed out — a net gain of 55 holders — while 407 added to existing stakes and 450 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $420M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $216M.
- 1,183 institutional investors held NextEra Energy (NEE) as of Q4 2016, up from 1,144 in Q3 2016.
- Funds reported $43.3B of NextEra Energy stock for Q4 2016, up 2.6% quarter-over-quarter.
- 140 funds opened new NextEra Energy positions in Q4 2016 and 85 closed out, a net change of +55 holders.
- The largest NextEra Energy buyer in Q4 2016 was T. Rowe Price Associates, an estimated $420M added.
- The largest NextEra Energy seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $216M sold.
Based on aggregated 13F filings for Q4 2016.