NextEra Energy
NEE
981 hedge funds and large institutions have $30.5B invested in NextEra Energy in 2014 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 328 increasing their positions, 410 reducing their positions, and 47 closing their positions.
143% more call options, than puts
Call options by funds: $523M | Put options by funds: $215M
81% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 47
40% more funds holding in top 10
Funds holding in top 10: 20 → 28 (+8)
13% more capital invested
Capital invested by funds: $27.1B → $30.5B (+$3.4B)
3% more funds holding
Funds holding: 953 → 981 (+28)
2.33% more ownership
Funds ownership: 290.63% → 292.96% (+2.3%)
20% less repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 410
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$270M |
| 2 |
Morgan Stanley
New York
|
+$187M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$101M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$98.7M |
| 5 |
Neuberger Berman Group
New York
|
+$98.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$84.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.6M |
| 3 |
Goldman Sachs
New York
|
-$63.9M |
| 4 |
ZP
Zimmer Partners
New York
|
-$57.6M |
| 5 |
Bank of New York Mellon
New York
|
-$55.4M |
NEE Hedge Fund Activity: Q1 2014 in Review
981 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2014, worth a combined $30.5B — up 13% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new NEE positions and 47 closed out — a net gain of 38 holders — while 328 added to existing stakes and 410 trimmed.
The largest buyer was Sculptor Capital, adding an estimated $270M. The largest seller was Wellington Management Group, cutting an estimated $84.1M.
- 981 institutional investors held NextEra Energy (NEE) as of Q1 2014, up from 953 in Q4 2013.
- Funds reported $30.5B of NextEra Energy stock for Q1 2014, up 13% quarter-over-quarter.
- 85 funds opened new NextEra Energy positions in Q1 2014 and 47 closed out, a net change of +38 holders.
- The largest NextEra Energy buyer in Q1 2014 was Sculptor Capital, an estimated $270M added.
- The largest NextEra Energy seller in Q1 2014 was Wellington Management Group, an estimated $84.1M sold.
Based on aggregated 13F filings for Q1 2014.