NRG Energy
468 hedge funds and large institutions have $7.72B invested in NRG Energy in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 183 reducing their positions, and 52 closing their positions.
42% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 52
19% more capital invested
Capital invested by funds: $6.51B → $7.72B (+$1.21B)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
4% more funds holding
Funds holding: 448 → 468 (+20)
1.69% more ownership
Funds ownership: 95.49% → 97.19% (+1.7%)
22% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 183
70% less call options, than puts
Call options by funds: $26.1M | Put options by funds: $86.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$226M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$160M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$136M |
| 4 |
LAM
Lyrical Asset Management
New York
|
+$124M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$68.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$117M |
| 2 |
Renaissance Technologies
New York
|
-$60.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$51.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$49.7M |
NRG Hedge Fund Activity: Q2 2020 in Review
468 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q2 2020, worth a combined $7.72B — up 19% from $6.51B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new NRG positions and 52 closed out — a net gain of 22 holders — while 143 added to existing stakes and 183 trimmed.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $226M. The largest seller was Citadel Advisors, cutting an estimated $117M.
- 468 institutional investors held NRG Energy (NRG) as of Q2 2020, up from 448 in Q1 2020.
- Funds reported $7.72B of NRG Energy stock for Q2 2020, up 19% quarter-over-quarter.
- 74 funds opened new NRG Energy positions in Q2 2020 and 52 closed out, a net change of +22 holders.
- The largest NRG Energy buyer in Q2 2020 was Pzena Investment Management, an estimated $226M added.
- The largest NRG Energy seller in Q2 2020 was Citadel Advisors, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2020.