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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
WCM
1226
Waterstone Capital Management
Minnesota
-$2.15M -72,000 Closed
TC
1227
Teilinger Capital
Texas
-$1.66M -55,600 Closed
Capital Fund Management (CFM)
1228
Capital Fund Management (CFM)
France
-$1.59M -53,404 Closed
LP
1229
LMR Partners
United Kingdom
-$1.34M -44,772 Closed
CCP
1230
Clarkston Capital Partners
Michigan
-$1.2M -40,000 Closed
MC
1231
Menta Capital
California
-$1.08M -36,240 Closed
AJ
1232
Ashburton (Jersey)
Jersey
-$910K -30,460 Closed
CIA
1233
Capital Impact Advisors
Massachusetts
-$814K -27,272 Closed
EMG
1234
Ellington Management Group
Connecticut
-$550K -18,400 Closed
SQA
1235
Simon Quick Advisors
New Jersey
-$538K -18,000 Closed
FRM
1236
Fox Run Management
Connecticut
-$478K -16,000 Closed
WWM
1237
Willingdon Wealth Management
North Carolina
-$462K -15,468 Closed
PAM
1238
Princeton Alpha Management
New Jersey
-$393K -13,160 Closed
Tudor Investment Corp
1239
Tudor Investment Corp
Connecticut
-$382K -12,780 Closed
WCM
1240
Weatherstone Capital Management
Colorado
-$332K -11,132 Closed
BCM
1241
Bluefin Capital Management
New York
-$322K -10,788 Closed
NCM
1242
Neumann Capital Management
California
-$263K -8,800 Closed
GS
1243
GAM Systematic
United Kingdom
-$257K -8,620 Closed
LA
1244
LVW Advisors
New York
-$257K -8,604 Closed
LWM
1245
Lyell Wealth Management
California
-$257K -8,600 Closed
PGA
1246
Portland Global Advisors
Maine
-$236K -7,912 Closed
Fisher Asset Management
1247
Fisher Asset Management
Washington
-$230K -7,700 Closed
HA
1248
Harfst & Associates
Wyoming
-$220K -7,384 Closed
PAM
1249
Private Asset Management
California
-$217K -7,272 Closed
MBT
1250
Montecito Bank & Trust
California
-$103K -3,440 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.