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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
AAM
201
Aberdeen Asset Management
United Kingdom
$15.2M +$1.17M +37,328 +9%
PMAM
202
Picton Mahoney Asset Management
Ontario, Canada
$15.1M -$428K -13,600 -3%
PC
203
PointState Capital
New York
$14.9M +$14.6M +464,400 New
NRS
204
Neville Rodie & Shaw
New York
$14.7M -$446K -14,192 -3%
PSUF
205
People's United Financial
Connecticut
$14.4M +$2.2M +69,976 +18%
ADEF
206
Adams Diversified Equity Fund
Maryland
$14.4M
KIA
207
KCM Investment Advisors
California
$14.3M +$111K +3,528 +0.8%
NLGIA
208
Nippon Life Global Investors Americas
New York
$14.3M -$1.42M -45,240 -9%
HIMCH
209
Hartford Investment Management Co (HIMCO)
Connecticut
$13.9M -$1.14M -36,160 -8%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$13.8M +$12.2M +387,464 +909%
Public Sector Pension Investment Board (PSP Investments)
211
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.7M +$402K +12,800 +3%
DP
212
Dearborn Partners
Illinois
$13.6M -$76K -2,416 -0.6%
LAM
213
Lebenthal Asset Management
New York
$13.4M +$26.4K +840 +0.2%
EIM
214
ExxonMobil Investment Management
Texas
$13.3M -$544K -17,292 -4%
Nordea Investment Management
215
Nordea Investment Management
Sweden
$13.2M -$82.6M -2,627,124 -86%
LC
216
LNZ Capital
New York
$13.1M -$30M -953,852 -70%
CFG
217
Citizens Financial Group
Rhode Island
$12.8M +$981K +31,196 +8%
MCM
218
MAI Capital Management
Ohio
$12.8M +$187K +5,936 +2%
PIA
219
Piedmont Investment Advisors
North Carolina
$12.7M +$106K +3,376 +0.9%
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
$12.5M -$125K -3,960 -1%
DL
221
Delta Lloyd
Netherlands
$12.5M +$850K +27,036 +7%
BSA
222
Braun Stacey Associates
New York
$12.5M -$1.15M -36,468 -9%
CCMIC
223
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12.3M +$1.31M +41,820 +12%
SI
224
Sentry Investments
Ontario, Canada
$12.3M -$748K -23,800 -6%
FAF
225
Fjarde Ap-fonden
Sweden
$12.3M -$598K -19,024 -5%

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.