NextEra Energy
NEE
1,040 hedge funds and large institutions have $32.7B invested in NextEra Energy in 2015 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 344 increasing their positions, 410 reducing their positions, and 63 closing their positions.
47% more call options, than puts
Call options by funds: $138M | Put options by funds: $93.7M
4.97% more ownership
Funds ownership: 296.75% → 301.72% (+5%)
2% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 63
4% less capital invested
Capital invested by funds: $34.2B → $32.7B (-$1.47B)
1% less funds holding
Funds holding: 1,055 → 1,040 (-15)
16% less repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 410
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$329M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$178M |
| 3 |
SC
Sculptor Capital
New York
|
+$175M |
| 4 |
SFM
Soros Fund Management
New York
|
+$71.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$71.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$122M |
| 2 |
JCI
Jet Capital Investors
New York
|
-$102M |
| 3 |
SCM
Steadfast Capital Management
New York
|
-$97.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$76.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$61.5M |
NEE Hedge Fund Activity: Q2 2015 in Review
1,040 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2015, worth a combined $32.7B — down 4.3% from $34.2B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of NEE and 62 opened new positions — a net loss of 1 holder — while 410 trimmed existing stakes and 344 added.
The largest buyer was Franklin Resources, adding an estimated $329M. The largest seller was State Street, cutting an estimated $122M.
- 1,040 institutional investors held NextEra Energy (NEE) as of Q2 2015, down from 1,055 in Q1 2015.
- Funds reported $32.7B of NextEra Energy stock for Q2 2015, down 4.3% quarter-over-quarter.
- 62 funds opened new NextEra Energy positions in Q2 2015 and 63 closed out, a net change of -1 holder.
- The largest NextEra Energy buyer in Q2 2015 was Franklin Resources, an estimated $329M added.
- The largest NextEra Energy seller in Q2 2015 was State Street, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2015.