NextEra Energy
NEE
1,222 hedge funds and large institutions have $50.6B invested in NextEra Energy in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 439 increasing their positions, 452 reducing their positions, and 58 closing their positions.
53% more call options, than puts
Call options by funds: $213M | Put options by funds: $139M
50% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 58
13% more funds holding in top 10
Funds holding in top 10: 31 → 35 (+4)
8% more capital invested
Capital invested by funds: $46.8B → $50.6B (+$3.77B)
1% more funds holding
Funds holding: 1,207 → 1,222 (+15)
3% less repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 452
3.25% less ownership
Funds ownership: 311.7% → 308.45% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$238M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$206M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$151M |
| 4 |
JP Morgan Chase
New York
|
+$117M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$694M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$130M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
-$106M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$88.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$83.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1276
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$4K | -128 | Closed |
|
|
MUS
1277
Mitsubishi UFJ Securities
Tokyo,
Japan
| – | -$4K | -120 | Closed |
|
1278
Financial Engines Advisors
Santa Clara,
California
| – | -$3K | -88 | Closed |
|
|
IP
1279
Intellectus Partners
San Francisco,
California
| – | +$137 | +4 | New |
|
|
IWM
1280
IHT Wealth Management
Chicago,
Illinois
| – | +$127K | +3,716 | +35% |
|
NEE Hedge Fund Activity: Q2 2017 in Review
1,222 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2017, worth a combined $50.6B — up 8.1% from $46.8B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new NEE positions and 58 closed out — a net gain of 29 holders — while 439 added to existing stakes and 452 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $238M. The largest seller was Goldman Sachs, cutting an estimated $694M.
- 1,222 institutional investors held NextEra Energy (NEE) as of Q2 2017, up from 1,207 in Q1 2017.
- Funds reported $50.6B of NextEra Energy stock for Q2 2017, up 8.1% quarter-over-quarter.
- 87 funds opened new NextEra Energy positions in Q2 2017 and 58 closed out, a net change of +29 holders.
- The largest NextEra Energy buyer in Q2 2017 was Janus Henderson Group, an estimated $238M added.
- The largest NextEra Energy seller in Q2 2017 was Goldman Sachs, an estimated $694M sold.
Based on aggregated 13F filings for Q2 2017.