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NRG Energy

414 hedge funds and large institutions have $12.9B invested in NRG Energy in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 143 increasing their positions, 119 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 30

22% more capital invested

Capital invested by funds: $10.6B → $12.9B (+$2.32B)

20% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 119

15% more funds holding

Funds holding: 360414 (+54)

8% less call options, than puts

Call options by funds: $257M | Put options by funds: $279M

1.44% less ownership

Funds ownership: 102.47%101.03% (-1.4%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
414
Holders Change
+54
Holders Change %
+15%
% of All Funds
11.89%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
88
Increased
143
Reduced
119
Closed
30
Calls
$257M
Puts
$279M
Net Calls
-$22.5M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.41B +$2.43M +70,648 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.38B -$26.5M -769,249 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$910M +$49.8M +1,445,672 +6%
Franklin Resources
4
Franklin Resources
California
$666M +$3M +87,278 +0.5%
State Street
5
State Street
Massachusetts
$617M +$55.9M +1,622,944 +11%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$482M -$173M -5,030,168 -28%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$462M +$27.7M +805,630 +7%
Jennison Associates
8
Jennison Associates
New York
$339M +$207M +6,022,226 +194%
BIT
9
BlackRock Institutional Trust
California
$328M +$16.2M +470,815 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$323M +$24.4M +708,294 +9%
IIS
11
Ignis Investment Services
United Kingdom
$293M +$27.3M +791,954 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$254M -$10.5M -306,419 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$214M +$4.09M +118,848 +2%
Norges Bank
14
Norges Bank
Norway
$209M +$97.8M +2,841,412 +102%
Millennium Management
15
Millennium Management
New York
$190M +$13.3M +386,641 +8%
BFA
16
BlackRock Fund Advisors
California
$189M +$26.8M +778,210 +18%
CC
17
Carlson Capital
Texas
$187M -$43.2M -1,254,880 -20%
Northern Trust
18
Northern Trust
Illinois
$154M +$4.88M +141,744 +4%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$148M +$11.8M +341,800 +9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$143M +$1.56M +45,310 +1%
TCIM
21
TIAA CREF Investment Management
New York
$123M +$51.3M +1,490,158 +82%
NIMC
22
NWQ Investment Management Company
California
$117M -$24.3M -706,549 -18%
PI
23
Putnam Investments
Massachusetts
$113M +$4.95M +143,948 +5%
APG Asset Management
24
APG Asset Management
Netherlands
$109M +$11.1M +322,009 +12%
JHIU
25
Janus Henderson Investors US
Colorado
$98.9M -$28.9M -840,640 -24%

NRG Hedge Fund Activity: Q2 2014 in Review

414 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q2 2014, worth a combined $12.9B — up 22% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new NRG positions and 30 closed out — a net gain of 58 holders — while 143 added to existing stakes and 119 trimmed.

The largest buyer was Jennison Associates, adding an estimated $207M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $173M.

  • 414 institutional investors held NRG Energy (NRG) as of Q2 2014, up from 360 in Q1 2014.
  • Funds reported $12.9B of NRG Energy stock for Q2 2014, up 22% quarter-over-quarter.
  • 88 funds opened new NRG Energy positions in Q2 2014 and 30 closed out, a net change of +58 holders.
  • The largest NRG Energy buyer in Q2 2014 was Jennison Associates, an estimated $207M added.
  • The largest NRG Energy seller in Q2 2014 was Hotchkis & Wiley Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2014.