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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
APSP
1176
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K
SIA
1177
SeaBridge Investment Advisors
New Jersey
$19K +$18.9K +600 New
PRS
1178
Pinkerton Retirement Specialists
Idaho
$18K -$12.8K -408 -43%
WA
1179
WealthTrust-Arizona
Arizona
$18K
BCI
1180
Brinker Capital Investments
Pennsylvania
$17K
IIC
1181
Integrated Investment Consultants
Michigan
$17K +$16.9K +536 New
CTB
1182
Country Trust Bank
Illinois
$15K
DIA
1183
Davidson Investment Advisors
Montana
$14K
AAF
1184
Andra AP-fonden
Sweden
$14K -$1.63M -52,000 -11%
ACM
1185
AUA Capital Management
Pennsylvania
$12K
WIM
1186
Westside Investment Management
California
$9.41K
RWML
1187
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.7K -$1.13K -36 -13%
NYLT
1188
New York Life Trust
New York
$7K -$94.6K -3,008 -93%
MFBTD
1189
MB Financial Bank - Trust Department
Illinois
$5K +$4.78K +152 New
MUS
1190
Mitsubishi UFJ Securities
Japan
$4K -$3.77K -120 -50%
CIM
1191
Contravisory Investment Management
Massachusetts
$4K
NC
1192
NewSquare Capital
Pennsylvania
$4K
PA
1193
Perennial Advisors
New York
$4K
MWM
1194
MinichMacGregor Wealth Management
New York
$4K +$252 +8 +7%
FCMT
1195
Founders Capital Management (Texas)
Texas
$4K +$3.77K +120 New
Walleye Trading
1196
Walleye Trading
New York
$3.65K +$3.13M +99,496 +699%
GWS
1197
Glassman Wealth Services
Virginia
$3K
Financial Engines Advisors
1198
Financial Engines Advisors
California
$3K +$2.77K +88 New
HIM
1199
Hillsdale Investment Management
Ontario, Canada
$2K -$629 -20 -25%
FPF
1200
FNY Partners Fund
New York
$2K

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.