NRG Energy
645 hedge funds and large institutions have $14.1B invested in NRG Energy in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 61 closing their positions.
82% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 61
65% more call options, than puts
Call options by funds: $400M | Put options by funds: $243M
22% more capital invested
Capital invested by funds: $11.6B → $14.1B (+$2.54B)
7% more funds holding
Funds holding: 602 → 645 (+43)
1.37% more ownership
Funds ownership: 98.82% → 100.18% (+1.4%)
8% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 227
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$801M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$97.3M |
| 3 |
Millennium Management
New York
|
+$95.5M |
| 4 |
CLGM
Capitolis Liquid Global Markets
New York
|
+$71M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$414M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$201M |
| 3 |
State Street
Boston,
Massachusetts
|
-$167M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$158M |
| 5 |
PIP
Permian Investment Partners
Dallas,
Texas
|
-$144M |
NRG Hedge Fund Activity: Q1 2024 in Review
645 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q1 2024, worth a combined $14.1B — up 22% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new NRG positions and 61 closed out — a net gain of 50 holders — while 208 added to existing stakes and 227 trimmed.
The largest buyer was Franklin Resources, adding an estimated $801M. The largest seller was Morgan Stanley, cutting an estimated $414M.
- 645 institutional investors held NRG Energy (NRG) as of Q1 2024, up from 602 in Q4 2023.
- Funds reported $14.1B of NRG Energy stock for Q1 2024, up 22% quarter-over-quarter.
- 111 funds opened new NRG Energy positions in Q1 2024 and 61 closed out, a net change of +50 holders.
- The largest NRG Energy buyer in Q1 2024 was Franklin Resources, an estimated $801M added.
- The largest NRG Energy seller in Q1 2024 was Morgan Stanley, an estimated $414M sold.
Based on aggregated 13F filings for Q1 2024.