Xcel Energy
XEL
585 hedge funds and large institutions have $14.5B invested in Xcel Energy in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 55 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 201
0.41% less ownership
Funds ownership: 71.02% → 70.61% (-0.41%)
5% less funds holding
Funds holding: 614 → 585 (-29)
10% less capital invested
Capital invested by funds: $16.1B → $14.5B (-$1.64B)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
42% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 55
46% less call options, than puts
Call options by funds: $4.92M | Put options by funds: $9.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.4M |
| 2 |
Renaissance Technologies
New York
|
+$48.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$44.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$42.7M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$187M |
| 2 |
Millennium Management
New York
|
-$122M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$109M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$32.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$28.2M |
XEL Hedge Fund Activity: Q3 2016 in Review
585 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2016, worth a combined $14.5B — down 10% from $16.1B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of XEL and 32 opened new positions — a net loss of 23 holders — while 201 trimmed existing stakes and 225 added.
The largest buyer was Fidelity Investments, adding an estimated $90.4M. The largest seller was JP Morgan Chase, cutting an estimated $187M.
- 585 institutional investors held Xcel Energy (XEL) as of Q3 2016, down from 614 in Q2 2016.
- Funds reported $14.5B of Xcel Energy stock for Q3 2016, down 10% quarter-over-quarter.
- 32 funds opened new Xcel Energy positions in Q3 2016 and 55 closed out, a net change of -23 holders.
- The largest Xcel Energy buyer in Q3 2016 was Fidelity Investments, an estimated $90.4M added.
- The largest Xcel Energy seller in Q3 2016 was JP Morgan Chase, an estimated $187M sold.
Based on aggregated 13F filings for Q3 2016.