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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,183
Holders Change
+39
Holders Change %
+3.41%
% of All Funds
29.57%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
140
Increased
407
Reduced
450
Closed
85
Calls
$170M
Puts
$224M
Net Calls
-$53.7M
Net Calls Change
-$2.64M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$420M
2
Franklin Resources
Franklin Resources
California
+$331M
3
Millennium Management
Millennium Management
New York
+$152M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$125M

Top Sellers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$216M
2
JP Morgan Chase
JP Morgan Chase
New York
-$170M
3
MTB
Mizuho Trust & Banking
Japan
-$97.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$65.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSU
1201
Mizuho Securities USA
New York
– -$2.12M -69,200 Closed
Handelsbanken Fonder
1202
Handelsbanken Fonder
Sweden
– -$2.06M -67,520 Closed
IWA
1203
IBEX Wealth Advisors
New Jersey
– -$1.9M -61,996 Closed
QAM
1204
Quantres Asset Management
Cayman Islands
– -$1.86M -60,800 Closed
CCM
1205
Coldstream Capital Management
Washington
– -$1.84M -60,072 Closed
FAM
1206
Foresters Asset Management
Ontario, Canada
– -$1.41M -45,972 Closed
ACM
1207
Argentus Capital Management
Texas
– -$1.25M -40,924 Closed
CL
1208
Croft-Leominster
Maryland
– -$1.24M -40,712 Closed
Susquehanna International Group
1209
Susquehanna International Group
Pennsylvania
– -$1.2M -40,000 Closed
DWM
1210
Darwin Wealth Management
Florida
– -$1.22M -39,864 Closed
BCA
1211
Bray Capital Advisors
Florida
– -$957K -31,300 Closed
MAM
1212
Meeder Asset Management
Ohio
– -$946K -30,920 Closed
AIM
1213
Assured Investment Management
New York
– -$883K -28,872 Closed
TAF
1214
Tredje AP-fonden
Sweden
– -$772K -25,836 -100%
GC
1215
Garde Capital
Washington
– -$576K -23,600 Closed
SCA
1216
Salient Capital Advisors
Texas
– -$661K -21,620 Closed
IP
1217
Investment Partners
Ohio
– -$653K -21,360 Closed
AW
1218
ACG Wealth
Georgia
– -$591K -19,320 Closed
PCM
1219
Pointe Capital Management
Michigan
– -$515K -16,836 Closed
CIP
1220
Capital Insight Partners
Arizona
– -$489K -16,000 Closed
TC
1221
Telemus Capital
Michigan
– -$489K -15,988 Closed
OIM
1222
Orca Investment Management
Oregon
– -$479K -15,680 Closed
ACA
1223
Anchor Capital Advisors
Massachusetts
– -$477K -15,600 Closed
BCM
1224
BlueCrest Capital Management
Jersey
– -$475K -15,536 Closed
MCM
1225
Moore Capital Management
New York
– -$474K -15,488 Closed
47 48
49
50 51

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.