NRG Energy
348 hedge funds and large institutions have $9.61B invested in NRG Energy in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 147 reducing their positions, and 40 closing their positions.
52% more call options, than puts
Call options by funds: $200M | Put options by funds: $132M
23% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 40
7% more capital invested
Capital invested by funds: $8.96B → $9.61B (+$652M)
2% more funds holding
Funds holding: 341 → 348 (+7)
1.93% more ownership
Funds ownership: 101.61% → 103.54% (+1.9%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
33% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$428M |
| 2 |
HCM
Hayman Capital Management
Dallas,
Texas
|
+$51.6M |
| 3 |
Millennium Management
New York
|
+$40.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.7M |
| 5 |
JCI
Jet Capital Investors
New York
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Perry Capital
New York
|
-$110M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$55.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$47M |
| 4 |
AIM
Assured Investment Management
New York
|
-$45.4M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$39.1M |
NRG Hedge Fund Activity: Q4 2013 in Review
348 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q4 2013, worth a combined $9.61B — up 7.3% from $8.96B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new NRG positions and 40 closed out — a net gain of 9 holders — while 99 added to existing stakes and 147 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $428M. The largest seller was Perry Capital, cutting an estimated $110M.
- 348 institutional investors held NRG Energy (NRG) as of Q4 2013, up from 341 in Q3 2013.
- Funds reported $9.61B of NRG Energy stock for Q4 2013, up 7.3% quarter-over-quarter.
- 49 funds opened new NRG Energy positions in Q4 2013 and 40 closed out, a net change of +9 holders.
- The largest NRG Energy buyer in Q4 2013 was Capital Research Global Investors, an estimated $428M added.
- The largest NRG Energy seller in Q4 2013 was Perry Capital, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2013.