NextEra Energy
NEE
1,909 hedge funds and large institutions have $106B invested in NextEra Energy in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 779 increasing their positions, 696 reducing their positions, and 77 closing their positions.
114% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 77
21% more funds holding in top 10
Funds holding in top 10: 77 → 93 (+16)
15% more capital invested
Capital invested by funds: $92B → $106B (+$13.6B)
12% more repeat investments, than reductions
Existing positions increased: 779 | Existing positions reduced: 696
4% more funds holding
Funds holding: 1,841 → 1,909 (+68)
4% more call options, than puts
Call options by funds: $946M | Put options by funds: $908M
0.58% more ownership
Funds ownership: 312.65% → 313.22% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$332M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$208M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$119M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$96.8M |
| 5 |
Barclays
London,
United Kingdom
|
+$92.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$607M |
| 2 |
State Street
Boston,
Massachusetts
|
-$245M |
| 3 |
Goldman Sachs
New York
|
-$230M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$113M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$108M |
NEE Hedge Fund Activity: Q3 2020 in Review
1,909 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2020, worth a combined $106B — up 15% from $92B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new NEE positions and 77 closed out — a net gain of 88 holders — while 779 added to existing stakes and 696 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $607M.
- 1,909 institutional investors held NextEra Energy (NEE) as of Q3 2020, up from 1,841 in Q2 2020.
- Funds reported $106B of NextEra Energy stock for Q3 2020, up 15% quarter-over-quarter.
- 165 funds opened new NextEra Energy positions in Q3 2020 and 77 closed out, a net change of +88 holders.
- The largest NextEra Energy buyer in Q3 2020 was JP Morgan Chase, an estimated $332M added.
- The largest NextEra Energy seller in Q3 2020 was T. Rowe Price Associates, an estimated $607M sold.
Based on aggregated 13F filings for Q3 2020.