NextEra Energy
NEE
1,102 hedge funds and large institutions have $35.9B invested in NextEra Energy in 2015 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 390 increasing their positions, 393 reducing their positions, and 68 closing their positions.
76% more call options, than puts
Call options by funds: $187M | Put options by funds: $106M
47% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 68
16% more funds holding in top 10
Funds holding in top 10: 25 → 29 (+4)
2% more funds holding
Funds holding: 1,079 → 1,102 (+23)
4% more capital invested
Capital invested by funds: $34.6B → $35.9B (+$1.28B)
0.38% less ownership
Funds ownership: 298.08% → 297.7% (-0.38%)
1% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 393
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$285M |
| 2 |
Millennium Management
New York
|
+$169M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$168M |
| 4 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$158M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$96.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$428M |
| 2 |
JP Morgan Chase
New York
|
-$306M |
| 3 |
SC
Sculptor Capital
New York
|
-$199M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$124M |
| 5 |
SFM
Soros Fund Management
New York
|
-$98.2M |
NEE Hedge Fund Activity: Q4 2015 in Review
1,102 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2015, worth a combined $35.9B — up 3.7% from $34.6B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new NEE positions and 68 closed out — a net gain of 32 holders — while 390 added to existing stakes and 393 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Franklin Resources, cutting an estimated $428M.
- 1,102 institutional investors held NextEra Energy (NEE) as of Q4 2015, up from 1,079 in Q3 2015.
- Funds reported $35.9B of NextEra Energy stock for Q4 2015, up 3.7% quarter-over-quarter.
- 100 funds opened new NextEra Energy positions in Q4 2015 and 68 closed out, a net change of +32 holders.
- The largest NextEra Energy buyer in Q4 2015 was Wellington Management Group, an estimated $285M added.
- The largest NextEra Energy seller in Q4 2015 was Franklin Resources, an estimated $428M sold.
Based on aggregated 13F filings for Q4 2015.