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NRG Energy
NRG

Overview Fund Activity

598 hedge funds and large institutions have $11.5B invested in NRG Energy in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 164 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+48
Holders Change %
+8.73%
% of All Funds
8.77%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
107
Increased
164
Reduced
228
Closed
50
Calls
$254M
Puts
$276M
Net Calls
-$22.2M
Net Calls Change
-$131M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$480M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$200M
3
Two Sigma Investments
Two Sigma Investments
New York
+$127M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$101M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$87.2M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$218M
2
BEP
Bluescape Energy Partners
Texas
-$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$99M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
376
Lazard Asset Management
New York
$325K – – –
MWC
377
MBM Wealth Consultants
Missouri
$322K -$78.5K -1,441 -20%
NS
378
NBC Securities
Alabama
$321K -$3.51K -68 -1%
Bank Julius Baer & Co
379
Bank Julius Baer & Co
Switzerland
$320K +$320K +6,197 New
Cerity Partners
380
Cerity Partners
New York
$317K +$317K +6,140 New
CCM
381
Coldstream Capital Management
Washington
$317K -$12.4K -239 -4%
TCA
382
Transcend Capital Advisors
New Jersey
$315K – – –
AIC
383
Archer Investment Corporation
Indiana
$315K – – –
OA
384
Oracle Alpha
Ontario, Canada
$314K +$314K +6,076 New
SFA
385
Sequoia Financial Advisors
Ohio
$313K +$313K +6,061 New
MAM
386
Meeder Asset Management
Ohio
$313K – – –
CB
387
Commerce Bank
Missouri
$308K +$5.48K +106 +2%
FI
388
FJ Investments
Utah
$307K +$307K +5,942 New
BNP Paribas Asset Management
389
BNP Paribas Asset Management
France
$307K – – –
LSAG
390
Lake Street Advisors Group
New Hampshire
$302K +$302K +5,845 New
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$302K -$1.19K -23 -0.4%
VAS
392
Vestmark Advisory Solutions
Massachusetts
$297K +$297K +5,407 New
FTDI
393
First Trust Direct Indexing
Massachusetts
$292K +$292K +5,652 New
PPWM
394
Paragon Private Wealth Management
Kentucky
$291K -$61.9K -1,197 -18%
BJL
395
Brighton Jones LLC
Washington
$290K -$19.6K -379 -6%
SFS
396
Stiles Financial Services
Minnesota
$290K -$4.91K -95 -2%
TNBTD
397
Trustmark National Bank Trust Department
Mississippi
$287K – – –
NC
398
Napatree Capital
Rhode Island
$277K +$277K +5,352 New
SW
399
Solidarity Wealth
Utah
$277K – – –
VEA
400
Virtus ETF Advisers
New York
$276K -$17.7K -343 -6%
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16
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