Xcel Energy
614 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 194 reducing their positions, and 30 closing their positions.
137% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 30
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 194
9% more capital invested
Capital invested by funds: $14.9B → $16.1B (+$1.29B)
5% more funds holding
Funds holding: 582 → 614 (+32)
1.09% less ownership
Funds ownership: 72.11% → 71.02% (-1.1%)
35% less call options, than puts
Call options by funds: $9.69M | Put options by funds: $14.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$160M |
| 2 |
JP Morgan Chase
New York
|
+$121M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$56.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$50.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$267M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$205M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$129M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$61.8M |
| 5 |
Goldman Sachs
New York
|
-$43.7M |
XEL Hedge Fund Activity: Q2 2016 in Review
614 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2016, worth a combined $16.1B — up 8.7% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new XEL positions and 30 closed out — a net gain of 41 holders — while 233 added to existing stakes and 194 trimmed.
The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Nordea Investment Management, cutting an estimated $267M.
- 614 institutional investors held Xcel Energy (XEL) as of Q2 2016, up from 582 in Q1 2016.
- Funds reported $16.1B of Xcel Energy stock for Q2 2016, up 8.7% quarter-over-quarter.
- 71 funds opened new Xcel Energy positions in Q2 2016 and 30 closed out, a net change of +41 holders.
- The largest Xcel Energy buyer in Q2 2016 was Millennium Management, an estimated $160M added.
- The largest Xcel Energy seller in Q2 2016 was Nordea Investment Management, an estimated $267M sold.
Based on aggregated 13F filings for Q2 2016.