NRG Energy
511 hedge funds and large institutions have $10.1B invested in NRG Energy in 2021 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 189 increasing their positions, 158 reducing their positions, and 83 closing their positions.
111% more call options, than puts
Call options by funds: $259M | Put options by funds: $123M
20% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 158
5% more capital invested
Capital invested by funds: $9.69B → $10.1B (+$457M)
4% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 83
0.42% less ownership
Funds ownership: 97% → 96.58% (-0.42%)
1% less funds holding
Funds holding: 514 → 511 (-3)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$121M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$83.4M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$63.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.3M |
| 5 |
Jane Street
New York
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Steadfast Capital Management
New York
|
-$137M |
| 2 |
PIP
Permian Investment Partners
Dallas,
Texas
|
-$89.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.9M |
| 4 |
BEP
Bluescape Energy Partners
Dallas,
Texas
|
-$39.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$37.8M |
NRG Hedge Fund Activity: Q4 2021 in Review
511 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q4 2021, worth a combined $10.1B — up 4.7% from $9.69B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new NRG positions and 83 closed out — a net gain of 3 holders — while 189 added to existing stakes and 158 trimmed.
The largest buyer was Invesco, adding an estimated $121M. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $137M sold.
- 511 institutional investors held NRG Energy (NRG) as of Q4 2021, down from 514 in Q3 2021.
- Funds reported $10.1B of NRG Energy stock for Q4 2021, up 4.7% quarter-over-quarter.
- 86 funds opened new NRG Energy positions in Q4 2021 and 83 closed out, a net change of +3 holders.
- The largest NRG Energy buyer in Q4 2021 was Invesco, an estimated $121M added.
- The largest NRG Energy seller in Q4 2021 was Steadfast Capital Management, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2021.