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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
KeyBank National Association
101
KeyBank National Association
Ohio
$68.3M -$524K -16,680 -0.8%
H
102
Hexavest
Quebec, Canada
$68.2M +$2.54M +80,664 +4%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$68.1M +$3.27K +104 +0%
CI Investments Inc
104
CI Investments Inc
Ontario, Canada
$66.9M -$9.91M -315,200 -13%
Loomis, Sayles & Company
105
Loomis, Sayles & Company
Massachusetts
$66.6M -$3.09M -98,316 -5%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$65.8M -$40.5M -1,289,492 -39%
TAM
107
Tocqueville Asset Management
New York
$64.1M -$561K -17,840 -0.9%
GC
108
Guggenheim Capital
Illinois
$63.3M -$4.97M -157,936 -7%
Canada Life
109
Canada Life
Manitoba, Canada
$61.9M +$154K +4,884 +0.3%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$60.2M -$3.3M -105,100 -5%
OAC
111
OMERS Administration Corp
Ontario, Canada
$60.1M +$11.1M +351,880 +23%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$59.2M +$4.52M +143,836 +8%
Citadel Advisors
113
Citadel Advisors
Florida
$59.1M -$4.27M -135,876 -7%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$55.8M -$108M -3,421,896 -66%
Citigroup
115
Citigroup
New York
$55.2M +$20M +636,548 +59%
OTPPB
116
Ontario Teachers' Pension Plan Board
Ontario, Canada
$53.7M +$365K +11,624 +0.7%
Aviva
117
Aviva
United Kingdom
$53M -$1.14M -36,376 -2%
RJA
118
Raymond James & Associates
Florida
$52.4M +$3.93M +124,840 +8%
HNB
119
Huntington National Bank
Ohio
$52.1M -$598K -19,024 -1%
Axa
120
Axa
France
$51.5M -$1.13M -35,840 -2%
Canada Pension Plan Investment Board
121
Canada Pension Plan Investment Board
Ontario, Canada
$51.2M +$49.5M +1,575,724 +7,771%
VFA
122
Virtus Fund Advisers
Connecticut
$50.5M -$23.4M -742,780 -32%
PI
123
PGGM Investments
Netherlands
$50.3M -$2.73M -86,696 -5%
M&T Bank
124
M&T Bank
New York
$49.6M +$181K +5,748 +0.4%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$48.3M -$328K -10,428 -0.7%

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.