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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,382
Holders Change
+134
Holders Change %
+10.74%
% of All Funds
31.34%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.86%
New
197
Increased
465
Reduced
495
Closed
49
Calls
$257M
Puts
$335M
Net Calls
-$78.2M
Net Calls Change
-$13.1M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$160M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$132M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$87.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$347M
2
Franklin Resources
Franklin Resources
California
-$262M
3
EIP
Epoch Investment Partners
New York
-$195M
4
JP Morgan Chase
JP Morgan Chase
New York
-$90.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
1376
Walleye Trading
New York
$1.02K +$1.01M +26,144 New
PFGIA
1377
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
MGIA
1378
Moneta Group Investment Advisors
Missouri
$1K +$618 +16 New
NCM
1379
Nelson Capital Management
California
$1K +$772 +20 New
PCG
1380
Private Capital Group
Connecticut
$430 +$33K +856 New
NFA
1381
Nationwide Fund Advisors
Ohio
– -$26.4M -721,864 Closed
QIM
1382
Quantitative Investment Management
Virginia
– -$17.1M -466,800 Closed
LCM
1383
Laurion Capital Management
New York
– -$8.85M -241,600 Closed
Two Sigma Investments
1384
Two Sigma Investments
New York
– -$5.37M -139,084 Closed
IA
1385
Icon Advisers
Colorado
– -$3.81M -104,000 Closed
KC
1386
Kepos Capital
New York
– -$3.24M -88,544 Closed
UFF
1387
USA Financial Formulas
Michigan
– -$2.78M -75,972 Closed
CCM
1388
Channing Capital Management
Illinois
– -$2.64M -72,112 Closed
DF
1389
Donoghue Forlines
Massachusetts
– -$2.23M -60,876 Closed
NLI
1390
Nippon Life Insurance
Japan
– -$2.2M -60,156 Closed
ICOA
1391
Investment Centers of America
North Dakota
– -$1.86M -50,632 Closed
VIA
1392
Virtus Investment Advisers
Connecticut
– -$1.35M -36,728 Closed
LSA
1393
L & S Advisors
California
– -$1.21M -33,080 Closed
DCM
1394
Dynamic Capital Management
Jersey
– -$964K -26,320 Closed
Voloridge Investment Management
1395
Voloridge Investment Management
Florida
– -$651K -17,768 Closed
NPC
1396
National Planning Corporation
California
– -$566K -15,444 Closed
DCM
1397
Driehaus Capital Management
Illinois
– -$462K -12,604 Closed
CWP
1398
Capital Wealth Planning
Florida
– -$381K -10,400 Closed
GAM
1399
Gotham Asset Management
New York
– -$312K -8,504 Closed
AWMG
1400
Alliance Wealth Management Group
New Jersey
– -$308K -8,416 Closed
54 55
56
57 58

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.