NextEra Energy
NEE
2,130 hedge funds and large institutions have $118B invested in NextEra Energy in 2020 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 838 increasing their positions, 751 reducing their positions, and 63 closing their positions.
392% more first-time investments, than exits
New positions opened: 310 | Existing positions closed: 63
12% more repeat investments, than reductions
Existing positions increased: 838 | Existing positions reduced: 751
12% more funds holding
Funds holding: 1,910 → 2,130 (+220)
11% more capital invested
Capital invested by funds: $106B → $118B (+$12B)
4% more call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.17B
2% less funds holding in top 10
Funds holding in top 10: 93 → 91 (-2)
235.58% less ownership
Funds ownership: 313.22% → 77.64% (-236%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$523M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$293M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$163M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$122M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$915M |
| 2 |
State Street
Boston,
Massachusetts
|
-$266M |
| 3 |
JP Morgan Chase
New York
|
-$202M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$136M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$135M |
NEE Hedge Fund Activity: Q4 2020 in Review
2,130 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2020, worth a combined $118B — up 11% from $106B a quarter earlier.
Buyers outnumbered sellers: 310 funds opened new NEE positions and 63 closed out — a net gain of 247 holders — while 838 added to existing stakes and 751 trimmed.
The largest buyer was Bahl & Gaynor, adding an estimated $523M. The largest seller was T. Rowe Price Associates, cutting an estimated $915M.
- 2,130 institutional investors held NextEra Energy (NEE) as of Q4 2020, up from 1,910 in Q3 2020.
- Funds reported $118B of NextEra Energy stock for Q4 2020, up 11% quarter-over-quarter.
- 310 funds opened new NextEra Energy positions in Q4 2020 and 63 closed out, a net change of +247 holders.
- The largest NextEra Energy buyer in Q4 2020 was Bahl & Gaynor, an estimated $523M added.
- The largest NextEra Energy seller in Q4 2020 was T. Rowe Price Associates, an estimated $915M sold.
Based on aggregated 13F filings for Q4 2020.