We are live on ! Find out more
NRG icon

NRG Energy

543 hedge funds and large institutions have $7.85B invested in NRG Energy in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 204 increasing their positions, 191 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

10% more capital invested

Capital invested by funds: $7.1B → $7.85B (+$745M)

7% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 191

0.64% more ownership

Funds ownership: 98.63%99.27% (+0.64%)

6% less funds holding

Funds holding: 579543 (-36)

26% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 87

44% less call options, than puts

Call options by funds: $151M | Put options by funds: $270M

Holders
543
Holders Change
-36
Holders Change %
-6.22%
% of All Funds
8.65%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.18%
New
64
Increased
204
Reduced
191
Closed
87
Calls
$151M
Puts
$270M
Net Calls
-$119M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$55.9M -$100M -3,027,613 -65%
Hudson Bay Capital Management
27
Hudson Bay Capital Management
Connecticut
$54.9M +$40.6M +1,225,000 +327%
PA
28
Paralel Advisors
Colorado
$52.3M
Caisse de Depot et Placement du Quebec (CDPQ)
29
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52.2M +$17.7M +534,056 +54%
Legal & General Group
30
Legal & General Group
United Kingdom
$51M +$1.41M +42,456 +3%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$50M -$44.4M -1,340,569 -48%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$49.1M +$47.4M +1,431,091 New
UBS AM
33
UBS AM
Illinois
$48.7M +$23.9M +722,957 +104%
Deutsche Bank
34
Deutsche Bank
Germany
$46M +$5.73M +172,951 +15%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$45.3M +$28.8M +870,777 +193%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$44.8M +$40.2M +1,214,033 +1,319%
JFG
37
Jefferies Financial Group
New York
$36.6M +$35.1M +1,058,954 +11,706%
ZP
38
Zimmer Partners
New York
$36.5M +$5.65M +170,700 +19%
Man Group
39
Man Group
United Kingdom
$35.8M -$25.5M -768,783 Closed
GCM
40
Glendon Capital Management
California
$34.1M
APG Asset Management
41
APG Asset Management
Netherlands
$33.3M +$2.33M +70,451 +7%
JP Morgan Chase
42
JP Morgan Chase
New York
$32M +$4.05M +122,238 +15%
N
43
Nuveen
North Carolina
$31.8M +$6.48M +195,720 +27%
Swiss National Bank
44
Swiss National Bank
Switzerland
$31.3M -$1.54M -46,500 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.7M +$6.64M +200,500 +30%
VRS
46
Virginia Retirement Systems
Virginia
$28.1M +$19.1M +577,906 +240%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$27.1M +$18.3M +553,162 +233%
Squarepoint
48
Squarepoint
New York
$26.9M +$15.8M +476,902 +156%
First Trust Advisors
49
First Trust Advisors
Illinois
$26.3M +$3.92M +118,326 +18%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$25.7M -$252K -7,605 -1%

NRG Hedge Fund Activity: Q1 2023 in Review

543 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q1 2023, worth a combined $7.85B — up 10% from $7.1B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of NRG and 64 opened new positions — a net loss of 23 holders — while 191 trimmed existing stakes and 204 added.

The largest buyer was ING Group, opening a new position worth an estimated $110M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $266M sold.

  • 543 institutional investors held NRG Energy (NRG) as of Q1 2023, down from 579 in Q4 2022.
  • Funds reported $7.85B of NRG Energy stock for Q1 2023, up 10% quarter-over-quarter.
  • 64 funds opened new NRG Energy positions in Q1 2023 and 87 closed out, a net change of -23 holders.
  • The largest NRG Energy buyer in Q1 2023 was ING Group, an estimated $110M added.
  • The largest NRG Energy seller in Q1 2023 was Pzena Investment Management, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2023.