NRG Energy
496 hedge funds and large institutions have $11.2B invested in NRG Energy in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 149 increasing their positions, 179 reducing their positions, and 64 closing their positions.
44% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 64
6% more capital invested
Capital invested by funds: $10.6B → $11.2B (+$595M)
5% more funds holding
Funds holding: 471 → 496 (+25)
4.08% more ownership
Funds ownership: 93.24% → 97.32% (+4.1%)
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
17% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 179
30% less call options, than puts
Call options by funds: $72.4M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$106M |
| 3 |
Renaissance Technologies
New York
|
+$87.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$80.5M |
| 5 |
Two Sigma Advisers
New York
|
+$78.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$145M |
| 2 |
BC
Brahman Capital
New York
|
-$124M |
| 3 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
-$82.5M |
| 4 |
SCM
Steadfast Capital Management
New York
|
-$80.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$74.8M |
NRG Hedge Fund Activity: Q4 2018 in Review
496 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in NRG Energy (NRG) for Q4 2018, worth a combined $11.2B — up 5.6% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new NRG positions and 64 closed out — a net gain of 28 holders — while 149 added to existing stakes and 179 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $159M. The largest seller was Jupiter Investment Management, cutting an estimated $145M.
- 496 institutional investors held NRG Energy (NRG) as of Q4 2018, up from 471 in Q3 2018.
- Funds reported $11.2B of NRG Energy stock for Q4 2018, up 5.6% quarter-over-quarter.
- 92 funds opened new NRG Energy positions in Q4 2018 and 64 closed out, a net change of +28 holders.
- The largest NRG Energy buyer in Q4 2018 was Fidelity Investments, an estimated $159M added.
- The largest NRG Energy seller in Q4 2018 was Jupiter Investment Management, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2018.