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NRG Energy

777 hedge funds and large institutions have $18.2B invested in NRG Energy in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 292 increasing their positions, 263 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 86

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

16% more capital invested

Capital invested by funds: $15.7B → $18.2B (+$2.47B)

11% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 263

5% more funds holding

Funds holding: 741777 (+36)

0.17% less ownership

Funds ownership: 96.89%96.72% (-0.17%)

40% less call options, than puts

Call options by funds: $375M | Put options by funds: $623M

Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
11.16%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
125
Increased
292
Reduced
263
Closed
86
Calls
$375M
Puts
$623M
Net Calls
-$247M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
476
Forum Financial Management
Illinois
$480K +$398 +5 +0.1%
SFS
477
Stiles Financial Services
Minnesota
$478K -$8.91K -112 -2%
CFGS
478
Concourse Financial Group Securities
Alabama
$478K +$400K +5,031 +2,287%
HCP
479
Hexagon Capital Partners
Arkansas
$476K -$9.31K -117 -2%
PCM
480
Prelude Capital Management
New York
$475K +$415K +5,218 New
CMF
481
Counterpoint Mutual Funds
California
$472K -$667K -8,380 -62%
MWPCG
482
Measured Wealth Private Client Group
New Hampshire
$471K +$412K +5,174 New
GI
483
GAMMA Investing
California
$470K +$71.9K +904 +21%
BAM
484
Belpointe Asset Management
Nevada
$468K +$1.43K +18 +0.4%
LSAG
485
Lake Street Advisors Group
New Hampshire
$468K +$6.21K +78 +2%
DC
486
Diametric Capital
Massachusetts
$468K +$62.8K +789 +18%
TSW
487
Three Seasons Wealth
Utah
$467K -$1.96M -24,688 -83%
DMC
488
DSC Meridian Capital
New York
$456K +$398K +5,006 New
IAM
489
Iridian Asset Management
Connecticut
$450K
NCFG
490
New Century Financial Group
New Jersey
$448K +$170K +2,141 +77%
PAS
491
Park Avenue Securities
New York
$447K +$10.7K +134 +3%
QPW
492
Quantum Private Wealth
Florida
$443K
BI
493
Bramshill Investments
Florida
$438K +$383K +4,810 New
VSQM
494
V-Square Quantitative Management
Illinois
$436K +$796 +10 +0.2%
CANY
495
Caxton Associates (New York)
New York
$436K +$381K +4,789 New
CTA
496
Chesley Taft & Associates
Illinois
$432K
OC
497
Oppenheimer & Co
New York
$431K +$376K +4,729 New
CIM
498
Cambria Investment Management
California
$428K +$373K +4,694 New
ETC
499
Exchange Traded Concepts
Oklahoma
$426K -$3.07M -38,614 -89%
GM
500
GeoWealth Management
Illinois
$421K -$708K -8,900 -66%

NRG Hedge Fund Activity: Q3 2024 in Review

777 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q3 2024, worth a combined $18.2B — up 16% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NRG positions and 86 closed out — a net gain of 39 holders — while 292 added to existing stakes and 263 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $83.5M. The largest seller was Two Sigma Advisers, cutting an estimated $119M.

  • 777 institutional investors held NRG Energy (NRG) as of Q3 2024, up from 741 in Q2 2024.
  • Funds reported $18.2B of NRG Energy stock for Q3 2024, up 16% quarter-over-quarter.
  • 125 funds opened new NRG Energy positions in Q3 2024 and 86 closed out, a net change of +39 holders.
  • The largest NRG Energy buyer in Q3 2024 was Los Angeles Capital Management, an estimated $83.5M added.
  • The largest NRG Energy seller in Q3 2024 was Two Sigma Advisers, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2024.