NextEra Energy
NEE
1,049 hedge funds and large institutions have $49.1B invested in NextEra Energy in 2014 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 351 increasing their positions, 403 reducing their positions, and 56 closing their positions.
118% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 56
62% more capital invested
Capital invested by funds: $30.2B → $49.1B (+$18.8B)
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
5% more funds holding
Funds holding: 996 → 1,049 (+53)
4.01% more ownership
Funds ownership: 295.78% → 299.79% (+4%)
4% more call options, than puts
Call options by funds: $160M | Put options by funds: $155M
13% less repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 403
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$190M |
| 2 |
State Street
Boston,
Massachusetts
|
+$146M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$143M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$104M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$237M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$73.1M |
| 3 |
BlackRock
New York
|
-$59.5M |
| 4 |
SCM
Steadfast Capital Management
New York
|
-$53M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$51.8M |
NEE Hedge Fund Activity: Q4 2014 in Review
1,049 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2014, worth a combined $49.1B — up 62% from $30.2B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new NEE positions and 56 closed out — a net gain of 66 holders — while 351 added to existing stakes and 403 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $190M. The largest seller was Bank of America, cutting an estimated $237M.
- 1,049 institutional investors held NextEra Energy (NEE) as of Q4 2014, up from 996 in Q3 2014.
- Funds reported $49.1B of NextEra Energy stock for Q4 2014, up 62% quarter-over-quarter.
- 122 funds opened new NextEra Energy positions in Q4 2014 and 56 closed out, a net change of +66 holders.
- The largest NextEra Energy buyer in Q4 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $190M added.
- The largest NextEra Energy seller in Q4 2014 was Bank of America, an estimated $237M sold.
Based on aggregated 13F filings for Q4 2014.