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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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$43.5M +$250K +7,956 +0.6%
USAA
127
United Services Automobile Association
Texas
$43M +$3.71M +117,852 +10%
GT
128
Glenmede Trust
Pennsylvania
$42.5M -$1.3M -41,308 -3%
National Pension Service
129
National Pension Service
South Korea
$42M +$1.72M +54,632 +4%
SB
130
Suntrust Banks
Georgia
$41.8M -$3.53M -112,204 -8%
DRZID
131
DePrince Race & Zollo Inc (DRZ)
Florida
$41.3M -$4.03M -128,104 -9%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.8M
OCM
133
Osterweis Capital Management
California
$39.7M +$38.9M +1,235,640 New
ZP
134
Zimmer Partners
New York
$39.5M -$72.6M -2,308,964 -65%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$38.6M -$27.2M -863,660 -42%
ACI
136
AMP Capital Investors
Australia
$37.5M -$387K -12,316 -1%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$37M -$1.06M -33,588 -3%
LFR
138
Lehman Financial Resources
Pennsylvania
$36.3M +$7.17K +228 +0%
GKIM
139
GW&K Investment Management
Massachusetts
$36.2M +$802K +25,500 +2%
ECP
140
Electron Capital Partners
New York
$35.5M +$27.1M +862,496 +353%
AG
141
Aperio Group
California
$34.7M +$1.12M +35,620 +3%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$33.6M -$1.26M -40,212 -4%
First Trust Advisors
143
First Trust Advisors
Illinois
$33.3M +$2.96M +94,264 +10%
BC
144
Brookfield Corp
Ontario, Canada
$32.7M -$1.07M -34,048 -3%
GHCM
145
Glen Harbor Capital Management
California
$32.6M -$2.13M -67,864 -6%
Credit Agricole
146
Credit Agricole
France
$31.5M -$9.53M -303,056 -24%
BC
147
Bruce & Co
Illinois
$31.2M
PCM
148
Polaris Capital Management
Massachusetts
$30.5M +$101K +3,200 +0.3%
SIA
149
Sit Investment Associates
Minnesota
$30M +$1.17M +37,320 +4%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$29.7M -$424K -13,496 -1%

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.