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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
WAM
1201
Watermark Asset Management
California
$2K +$1.76K +56 New
SM
1202
Sciencast Management
New Jersey
$1.02K +$996K +31,664 New
PFGIA
1203
Patriot Financial Group Insurance Agency
Massachusetts
$1K
RBC
1204
Roble Belko & Company
Pennsylvania
$1K
AUB
1205
Atlantic Union Bankshares
Virginia
$568 +$12.6K +400 +2%
CT
1206
Chicago Trust
Illinois
$464 -$129K -4,100 -22%
GVT
1207
Genesee Valley Trust
New York
$402 +$1.26K +40 +0.3%
SLF
1208
Sun Life Financial
Ontario, Canada
$253 +$252 +8 +7%
Bank of Montreal
1209
Bank of Montreal
Ontario, Canada
-$55.5M -1,943,216 Closed
LCS
1210
Levin Capital Strategies
New York
-$22.3M -745,440 Closed
HI
1211
Honeywell International
North Carolina
-$11.9M -400,000 Closed
AIA
1212
Avalon Investment & Advisory
Texas
-$10.2M -341,532 Closed
BC
1213
Blackstart Capital
New York
-$9.08M -304,124 Closed
ARTA
1214
A.R.T. Advisors
New York
-$6.88M -230,212 Closed
CC
1215
Cipher Capital
New York
-$6.08M -203,576 Closed
BA
1216
Bridgewater Associates
Connecticut
-$5.93M -198,416 Closed
CIM
1217
Castleton Investment Management
Connecticut
-$5.52M -184,740 Closed
LPU
1218
Lansdowne Partners (UK)
United Kingdom
-$5.5M -184,312 Closed
DBG
1219
De Burlo Group
Massachusetts
-$3.05M -102,000 Closed
CA
1220
Corrado Advisors
New Jersey
-$571K -89,476 Closed
WAM
1221
Wolverine Asset Management
Illinois
-$2.63M -88,220 Closed
Simplex Trading
1222
Simplex Trading
Illinois
-$2.76M -87,772 Closed
VF
1223
Virtu Financial
New York
-$2.38M -79,840 Closed
SMM
1224
Stadion Money Management
Georgia
-$2.27M -76,124 Closed
SSA
1225
Schonfeld Strategic Advisors
New York
-$2.22M -74,332 Closed

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.