NRG Energy
427 hedge funds and large institutions have $9.78B invested in NRG Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 30 closing their positions.
220% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 30
197% more call options, than puts
Call options by funds: $630M | Put options by funds: $212M
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
24% more capital invested
Capital invested by funds: $7.87B → $9.78B (+$1.91B)
18% more funds holding
Funds holding: 363 → 427 (+64)
11.18% more ownership
Funds ownership: 97.31% → 108.49% (+11%)
2% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LM
Luminus Management
Houston,
Texas
|
+$162M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$157M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$128M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$82.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$151M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$114M |
| 3 |
EM
Elliott Management
New York
|
-$109M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$90.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$70.9M |
NRG Hedge Fund Activity: Q4 2017 in Review
427 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q4 2017, worth a combined $9.78B — up 24% from $7.87B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new NRG positions and 30 closed out — a net gain of 66 holders — while 135 added to existing stakes and 133 trimmed.
The largest buyer was Luminus Management, adding an estimated $162M. The largest seller was T. Rowe Price Associates, cutting an estimated $151M.
- 427 institutional investors held NRG Energy (NRG) as of Q4 2017, up from 363 in Q3 2017.
- Funds reported $9.78B of NRG Energy stock for Q4 2017, up 24% quarter-over-quarter.
- 96 funds opened new NRG Energy positions in Q4 2017 and 30 closed out, a net change of +66 holders.
- The largest NRG Energy buyer in Q4 2017 was Luminus Management, an estimated $162M added.
- The largest NRG Energy seller in Q4 2017 was T. Rowe Price Associates, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2017.