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NextEra Energy
NEE

1,382 hedge funds and large institutions have $56.2B invested in NextEra Energy in 2017 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 465 increasing their positions, 495 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 49

11% more funds holding

Funds holding: 1,248 → 1,382 (+134)

6% more capital invested

Capital invested by funds: $53B → $56.2B (+$3.17B)

6% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 495

1.93% less ownership

Funds ownership: 308.28% → 306.35% (-1.9%)

5% less funds holding in top 10

Funds holding in top 10: 40 → 38 (-2)

23% less call options, than puts

Call options by funds: $257M | Put options by funds: $335M

Holders
1,382
Holders Change
+134
Holders Change %
+10.74%
% of All Funds
31.34%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.86%
New
197
Increased
465
Reduced
495
Closed
49
Calls
$257M
Puts
$335M
Net Calls
-$78.2M
Net Calls Change
-$13.1M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$160M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$132M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$87.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$347M
2
Franklin Resources
Franklin Resources
California
-$262M
3
EIP
Epoch Investment Partners
New York
-$195M
4
JP Morgan Chase
JP Morgan Chase
New York
-$90.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1176
Calton & Associates
Florida
$225K +$228K +5,916 New
FIM
1177
Frontier Investment Management
Texas
$224K +$221K +5,732 New
AWM
1178
Aries Wealth Management
Maine
$224K +$231K +5,980 New
FIM
1179
Fruth Investment Management
Texas
$223K – – –
KCM
1180
Kanawha Capital Management
Virginia
$223K – – –
GHAM
1181
Gilman Hill Asset Management
Connecticut
$222K – – –
WP
1182
WMS Partners
Maryland
$222K +$7.26K +188 +3%
BOS
1183
Bingham Osborn & Scarborough
California
$222K +$220K +5,696 New
RP
1184
Rowlandmiller & Partners
Georgia
$222K – – –
RW
1185
Rand Wealth
Maryland
$221K -$38.6K -1,000 -15%
Members Trust
1186
Members Trust
Florida
$220K +$218K +5,636 New
AIA
1187
Allegis Investment Advisors
Idaho
$220K +$218K +5,640 New
CA
1188
Crewe Advisors
Utah
$220K +$218K +5,640 New
NERM
1189
New England Research & Management
Illinois
$219K – – –
JGIA
1190
Jackson Grant Investment Advisers
Connecticut
$219K +$49.3K +1,276 +30%
BCM
1191
BTC Capital Management
Iowa
$219K +$216K +5,600 New
PAS
1192
Partnervest Advisory Services
California
$218K – – –
EMB
1193
Elefante Mark B
$218K +$215K +5,572 New
BWM
1194
Baystate Wealth Management
Massachusetts
$217K – – –
KC
1195
Kingfisher Capital
North Carolina
$217K +$463 +12 +0.2%
1IA
1196
1834 Investment Advisors
Wisconsin
$215K – – –
PVWM
1197
Point View Wealth Management
New Jersey
$215K – – –
ACM
1198
Advisors Capital Management
New Jersey
$215K +$213K +5,504 New
CPIM
1199
Columbia Partners Investment Management
Virginia
$213K -$309 -8 -0.1%
VC
1200
Vicus Capital
Pennsylvania
$213K +$210K +5,452 New
46 47
48
49 50

NEE Hedge Fund Activity: Q4 2017 in Review

1,382 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2017, worth a combined $56.2B — up 6% from $53B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new NEE positions and 49 closed out — a net gain of 148 holders — while 465 added to existing stakes and 495 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $163M. The largest seller was Bank of America, cutting an estimated $347M.

  • 1,382 institutional investors held NextEra Energy (NEE) as of Q4 2017, up from 1,248 in Q3 2017.
  • Funds reported $56.2B of NextEra Energy stock for Q4 2017, up 6% quarter-over-quarter.
  • 197 funds opened new NextEra Energy positions in Q4 2017 and 49 closed out, a net change of +148 holders.
  • The largest NextEra Energy buyer in Q4 2017 was Citadel Advisors, an estimated $163M added.
  • The largest NextEra Energy seller in Q4 2017 was Bank of America, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2017.