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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$163M |
| 2 |
Millennium Management
New York
|
+$160M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$132M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$96.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$87.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$347M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$262M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$195M |
| 4 |
JP Morgan Chase
New York
|
-$90.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.8M |
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.