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NRG Energy
NRG

Overview Fund Activity

598 hedge funds and large institutions have $11.5B invested in NRG Energy in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 164 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+48
Holders Change %
+8.73%
% of All Funds
8.77%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
107
Increased
164
Reduced
228
Closed
50
Calls
$254M
Puts
$276M
Net Calls
-$22.2M
Net Calls Change
-$131M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$714M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$202M
3
Two Sigma Investments
Two Sigma Investments
New York
$127M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$112M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$91M

Top Sellers

1
Barclays
Barclays
United Kingdom
$38.3M
2
BEP
Bluescape Energy Partners
Texas
$78.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$84.1M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$22.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
576
Cedar Mountain Advisors
Oregon
$994 – – –
FSWA
577
Financial Synergies Wealth Advisors
Texas
$987 – – –
PA
578
Pineridge Advisors
Missouri
$982 +$982 +19 New
CFD
579
Creative Financial Designs
Indiana
$879 – – –
DF
580
Dunhill Financial
United Kingdom
$825 +$825 +16 New
FGAM
581
Financial Gravity Asset Management
Texas
$777 +$389 +9 +100%
NSIM
582
North Star Investment Management
Illinois
$724 – – –
BSB
583
Bangor Savings Bank
Maine
$724 – – –
CA
584
Clearstead Advisors
Ohio
$724 +$724 +14 New
TWP
585
TFO Wealth Partners
Ohio
$620 – – –
UB
586
UMB Bank
Missouri
$569 – – –
TWD
587
True Wealth Design
Ohio
$517 – – –
TCM
588
Tradewinds Capital Management
Washington
$517 – – –
VWA
589
Valued Wealth Advisors
Utah
$347 +$347 +9 New
DFA
590
DHJJ Financial Advisors
Illinois
$311 – – –
WA
591
WestEnd Advisors
North Carolina
$155 -$155 -3 -50%
SHIM
592
Stone House Investment Management
Pennsylvania
$155 – – –
PMFA
593
Plante Moran Financial Advisors
Michigan
$155 – – –
OP
594
ORG Partners
Indiana
$103 – – –
TVAMP
595
Tennessee Valley Asset Management Partners
Tennessee
$53 +$53 +1 New
OC
596
Oakworth Capital
Alabama
$52 – – –
RCMNY
597
Rubric Capital Management (New York)
New York
– -$50.8M -1,318,020 Closed
SSA
598
Schonfeld Strategic Advisors
New York
– -$37.6M -976,589 Closed
ZP
599
Zimmer Partners
New York
– -$26.6M -691,768 Closed
Point72 Asset Management
600
Point72 Asset Management
Connecticut
– -$23M -598,195 Closed
22 23
24
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