NextEra Energy
NEE
1,248 hedge funds and large institutions have $53B invested in NextEra Energy in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 413 increasing their positions, 495 reducing their positions, and 53 closing their positions.
62% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 53
14% more funds holding in top 10
Funds holding in top 10: 35 → 40 (+5)
2% more funds holding
Funds holding: 1,222 → 1,248 (+26)
5% more capital invested
Capital invested by funds: $50.6B → $53B (+$2.42B)
0.17% less ownership
Funds ownership: 308.45% → 308.28% (-0.17%)
17% less repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 495
29% less call options, than puts
Call options by funds: $160M | Put options by funds: $225M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$359M |
| 2 |
Morgan Stanley
New York
|
+$142M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$129M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$114M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$149M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$93.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$84M |
| 4 |
TA
Teachers Advisors
New York
|
-$83.3M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$76.1M |
NEE Hedge Fund Activity: Q3 2017 in Review
1,248 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2017, worth a combined $53B — up 4.8% from $50.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new NEE positions and 53 closed out — a net gain of 33 holders — while 413 added to existing stakes and 495 trimmed.
The largest buyer was Bank of America, adding an estimated $359M. The largest seller was Franklin Resources, cutting an estimated $149M.
- 1,248 institutional investors held NextEra Energy (NEE) as of Q3 2017, up from 1,222 in Q2 2017.
- Funds reported $53B of NextEra Energy stock for Q3 2017, up 4.8% quarter-over-quarter.
- 86 funds opened new NextEra Energy positions in Q3 2017 and 53 closed out, a net change of +33 holders.
- The largest NextEra Energy buyer in Q3 2017 was Bank of America, an estimated $359M added.
- The largest NextEra Energy seller in Q3 2017 was Franklin Resources, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2017.