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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
FTIOP
176
Fiduciary Trust International of Pennsylvania
Pennsylvania
$20.7M +$157K +5,008 +0.8%
NFA
177
Nationwide Fund Advisors
Ohio
$20.5M +$3.23M +102,652 +19%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$20.1M +$1.04M +33,212 +6%
OAM
179
Oppenheimer Asset Management
New York
$19.8M +$19.4M +616,148 New
SOMRS
180
State of Michigan Retirement System
Michigan
$19.7M +$101K +3,200 +0.5%
AIG
181
American International Group
New York
$19.3M -$1.13K -36 -0%
AWCI
182
Alpine Woods Capital Investors
New York
$19.2M -$201K -6,400 -1%
GIBU
183
Gulf International Bank (UK)
United Kingdom
$18.8M +$851K +27,080 +5%
RIG
184
Roosevelt Investment Group
New York
$18.8M -$3.49M -111,052 -16%
MAM
185
Martingale Asset Management
Massachusetts
$18.7M -$3.79M -120,396 -17%
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$18.4M +$2.58M +82,000 +17%
SEI Investments
187
SEI Investments
Pennsylvania
$17.9M +$769K +24,448 +5%
SW
188
SVB Wealth
Massachusetts
$17.6M -$1M -31,836 -5%
TPSF
189
Texas Permanent School Fund
Texas
$17.5M -$422K -13,424 -2%
FNBOO
190
First National Bank of Omaha
Nebraska
$17.4M -$278K -8,828 -2%
O
191
OppenheimerFunds
New York
$16.7M -$20.2M -643,920 -55%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$16.7M +$1.43M +45,532 +10%
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$16.5M +$5.74M +182,500 +55%
State of Tennessee, Department of Treasury
194
State of Tennessee, Department of Treasury
Tennessee
$16.4M -$25.7M -815,944 -61%
HighTower Advisors
195
HighTower Advisors
Illinois
$16.1M +$175K +5,552 +1%
MIH
196
Madison Investment Holdings
Wisconsin
$16M -$351K -11,156 -2%
WG
197
Welch Group
Alabama
$15.8M +$310K +9,844 +2%
QIM
198
Quantitative Investment Management
Virginia
$15.5M +$15.1M +481,600 New
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
$15.4M -$3.28M -104,272 -18%
TAM
200
Tyers Asset Management
Texas
$15.3M -$1M -31,936 -6%

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.