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NRG Energy

341 hedge funds and large institutions have $8.96B invested in NRG Energy in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $246M | Put options by funds: $136M

5% more capital invested

Capital invested by funds: $8.51B → $8.96B (+$441M)

1.82% more ownership

Funds ownership: 99.79%101.61% (+1.8%)

5% less funds holding

Funds holding: 358341 (-17)

19% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 137

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
341
Holders Change
-17
Holders Change %
-4.75%
% of All Funds
11.06%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.45%
New
39
Increased
111
Reduced
137
Closed
53
Calls
$246M
Puts
$136M
Net Calls
+$111M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$71.1M +$89.5K +3,312 +0.1%
DSC
27
Donald Smith & Co
New York
$66.3M -$11.8M -438,456 -15%
N
28
Natixis
France
$65.9M
CC
29
Carlson Capital
Texas
$64.8M -$197M -7,298,409 -75%
BG
30
BlackRock Group
United Kingdom
$63M +$2.69M +99,714 +5%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$61M +$2.37M +87,845 +4%
BCM
32
Brigade Capital Management
New York
$59M +$12.2M +450,000 +26%
GTP
33
Global Thematic Partners
New York
$58.8M +$58.1M +2,149,726 New
SFM
34
Systematic Financial Management
New Jersey
$55.4M -$111M -4,104,348 -67%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$50.5M +$16.1M +595,700 +48%
CS
36
Credit Suisse
Switzerland
$49.9M -$49.3M -1,823,985 -50%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$48.5M +$31.2M +1,155,241 +186%
Principal Financial Group
38
Principal Financial Group
Iowa
$48.3M -$31.7M -1,174,982 -40%
TCIM
39
TIAA CREF Investment Management
New York
$47M -$33.2M -1,228,855 -42%
Deutsche Bank
40
Deutsche Bank
Germany
$45.4M +$28.7M +1,063,865 +178%
VCM
41
Venor Capital Management
New York
$44.2M -$4.27M -158,077 -9%
Legal & General Group
42
Legal & General Group
United Kingdom
$43.7M -$311K -11,503 -0.7%
Ameriprise
43
Ameriprise
Minnesota
$42.9M +$16.5M +611,215 +64%
PC
44
Passport Capital
California
$40.3M +$21.4M +793,740 +117%
ARC
45
Absolute Return Capital
Massachusetts
$40.2M +$33.1M +1,226,064 +504%
JCI
46
Jet Capital Investors
New York
$39.7M +$39.2M +1,452,300 New
LCS
47
Levin Capital Strategies
New York
$39.7M +$15.8M +585,500 +68%
OCM
48
Oaktree Capital Management
California
$36.2M
BCM
49
BBT Capital Management
Texas
$34.5M +$1.03M +37,969 +3%
TA
50
Teachers Advisors
New York
$33.3M +$546K +20,201 +2%

NRG Hedge Fund Activity: Q3 2013 in Review

341 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q3 2013, worth a combined $8.96B — up 5.2% from $8.51B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of NRG and 39 opened new positions — a net loss of 14 holders — while 137 trimmed existing stakes and 111 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $387M. The largest seller was Carlson Capital, cutting an estimated $197M.

  • 341 institutional investors held NRG Energy (NRG) as of Q3 2013, down from 358 in Q2 2013.
  • Funds reported $8.96B of NRG Energy stock for Q3 2013, up 5.2% quarter-over-quarter.
  • 39 funds opened new NRG Energy positions in Q3 2013 and 53 closed out, a net change of -14 holders.
  • The largest NRG Energy buyer in Q3 2013 was Capital Research Global Investors, an estimated $387M added.
  • The largest NRG Energy seller in Q3 2013 was Carlson Capital, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2013.