Xcel Energy
843 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 305 reducing their positions, and 82 closing their positions.
77% more call options, than puts
Call options by funds: $24.1M | Put options by funds: $13.6M
6% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 82
0.64% more ownership
Funds ownership: 77.48% → 78.11% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1% less funds holding
Funds holding: 848 → 843 (-5)
4% less capital invested
Capital invested by funds: $25.8B → $24.7B (-$1.07B)
7% less repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 305
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$985M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$249M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$150M |
| 4 |
BPSG
Brookfield Public Securities Group
New York
|
+$146M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$90.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$408M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$395M |
| 3 |
BlackRock
New York
|
-$173M |
| 4 |
JP Morgan Chase
New York
|
-$130M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$99.4M |
XEL Hedge Fund Activity: Q1 2020 in Review
843 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2020, worth a combined $24.7B — down 4.2% from $25.8B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new XEL positions and 82 closed out — a net gain of 5 holders — while 285 added to existing stakes and 305 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $985M. The largest seller was T. Rowe Price Associates, cutting an estimated $408M.
- 843 institutional investors held Xcel Energy (XEL) as of Q1 2020, down from 848 in Q4 2019.
- Funds reported $24.7B of Xcel Energy stock for Q1 2020, down 4.2% quarter-over-quarter.
- 87 funds opened new Xcel Energy positions in Q1 2020 and 82 closed out, a net change of +5 holders.
- The largest Xcel Energy buyer in Q1 2020 was Capital World Investors, an estimated $985M added.
- The largest Xcel Energy seller in Q1 2020 was T. Rowe Price Associates, an estimated $408M sold.
Based on aggregated 13F filings for Q1 2020.