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NRG Energy
NRG

358 hedge funds and large institutions have $8.51B invested in NRG Energy in 2013 Q2 according to their latest regulatory filings, with 358 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

99.79% more ownership

Funds ownership: 0% → 99.79% (+100%)

91% more call options, than puts

Call options by funds: $168M | Put options by funds: $87.9M

Holders
358
Holders Change
+358
Holders Change %
–
% of All Funds
11.68%
Holding in Top 10
18
Holding in Top 10 Change
+18
Holding in Top 10 Change %
% of All Funds
0.59%
New
358
Increased
–
Reduced
–
Closed
–
Calls
$168M
Puts
$87.9M
Net Calls
+$80M
Net Calls Change
+$80M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.05B +$1.06B +39,239,205 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$575M +$580M +21,546,624 New
Franklin Resources
3
Franklin Resources
California
$492M +$496M +18,433,994 New
State Street
4
State Street
Massachusetts
$424M +$428M +15,898,071 New
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$380M +$383M +14,246,987 New
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$298M +$300M +11,164,750 New
CC
7
Carlson Capital
Texas
$258M +$260M +9,667,659 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$243M +$244M +9,088,781 New
BIT
9
BlackRock Institutional Trust
California
$226M +$228M +8,458,609 New
Wellington Management Group
10
Wellington Management Group
Massachusetts
$212M +$214M +7,957,601 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$201M +$202M +7,516,895 New
PC
12
Perry Capital
New York
$179M +$180M +6,696,138 New
JHIU
13
Janus Henderson Investors US
Colorado
$171M +$172M +6,396,931 New
SFM
14
Systematic Financial Management
New Jersey
$164M +$165M +6,133,240 New
Millennium Management
15
Millennium Management
New York
$150M +$151M +5,629,282 New
NIMC
16
NWQ Investment Management Company
California
$122M +$123M +4,587,242 New
BFA
17
BlackRock Fund Advisors
California
$115M +$116M +4,314,907 New
Northern Trust
18
Northern Trust
Illinois
$113M +$114M +4,234,833 New
SIG
19
Senator Investment Group
New York
$109M +$110M +4,100,000 New
Jennison Associates
20
Jennison Associates
New York
$108M +$109M +4,046,764 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$103M +$104M +3,865,641 New
CS
22
Credit Suisse
Switzerland
$97.4M +$98.1M +3,648,537 New
TCIM
23
TIAA CREF Investment Management
New York
$78.7M +$79.3M +2,946,827 New
Principal Financial Group
24
Principal Financial Group
Iowa
$78.5M +$79.1M +2,940,879 New
DSC
25
Donald Smith & Co
New York
$76.5M +$77M +2,863,898 New
1
2 3 4 5

NRG Hedge Fund Activity: Q2 2013 in Review

358 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q2 2013, worth a combined $8.51B.

Buyers outnumbered sellers: 358 funds opened new NRG positions and 0 closed out — a net gain of 358 holders — while 0 added to existing stakes and 0 trimmed.

  • 358 institutional investors held NRG Energy (NRG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $8.51B of NRG Energy stock for Q2 2013.
  • 358 funds opened new NRG Energy positions in Q2 2013 and 0 closed out, a net change of +358 holders.

Based on aggregated 13F filings for Q2 2013.