NRG Energy
NRG
514 hedge funds and large institutions have $9.69B invested in NRG Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 41 closing their positions.
71% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 41
5% more funds holding
Funds holding: 490 → 514 (+24)
0% more capital invested
Capital invested by funds: $9.65B → $9.69B (+$42.8M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.91% less ownership
Funds ownership: 97.91% → 97% (-0.91%)
4% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 183
7% less call options, than puts
Call options by funds: $128M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$96.3M |
| 2 |
LAM
Lyrical Asset Management
New York
|
+$88M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$71.7M |
| 4 |
Goldman Sachs
New York
|
+$38.1M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Steadfast Capital Management
New York
|
-$75.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$47.1M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
-$37.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$34.7M |
| 5 |
LCG
Luxor Capital Group
New York
|
-$32.2M |
NRG Hedge Fund Activity: Q3 2021 in Review
514 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q3 2021, worth a combined $9.69B — up 0.44% from $9.65B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new NRG positions and 41 closed out — a net gain of 29 holders — while 175 added to existing stakes and 183 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $96.3M. The largest seller was Steadfast Capital Management, cutting an estimated $75.9M.
- 514 institutional investors held NRG Energy (NRG) as of Q3 2021, up from 490 in Q2 2021.
- Funds reported $9.69B of NRG Energy stock for Q3 2021, up 0.44% quarter-over-quarter.
- 70 funds opened new NRG Energy positions in Q3 2021 and 41 closed out, a net change of +29 holders.
- The largest NRG Energy buyer in Q3 2021 was Pzena Investment Management, an estimated $96.3M added.
- The largest NRG Energy seller in Q3 2021 was Steadfast Capital Management, an estimated $75.9M sold.
Based on aggregated 13F filings for Q3 2021.