Xcel Energy
709 hedge funds and large institutions have $17.1B invested in Xcel Energy in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 246 increasing their positions, 230 reducing their positions, and 62 closing their positions.
11% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 62
7% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 230
0% more capital invested
Capital invested by funds: $17.1B → $17.1B (+$2.21M)
0% less funds holding
Funds holding: 710 → 709 (-1)
0.46% less ownership
Funds ownership: 74.21% → 73.75% (-0.46%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
52% less call options, than puts
Call options by funds: $4.59M | Put options by funds: $9.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$133M |
| 2 |
JP Morgan Chase
New York
|
+$82.2M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$53.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$38.2M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$124M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$75.8M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$41.9M |
| 5 |
Millennium Management
New York
|
-$39.8M |
XEL Hedge Fund Activity: Q2 2018 in Review
709 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2018, worth a combined $17.1B — up 0.01% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new XEL positions and 62 closed out — a net gain of 7 holders — while 246 added to existing stakes and 230 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $201M.
- 709 institutional investors held Xcel Energy (XEL) as of Q2 2018, down from 710 in Q1 2018.
- Funds reported $17.1B of Xcel Energy stock for Q2 2018, up 0.01% quarter-over-quarter.
- 69 funds opened new Xcel Energy positions in Q2 2018 and 62 closed out, a net change of +7 holders.
- The largest Xcel Energy buyer in Q2 2018 was T. Rowe Price Associates, an estimated $133M added.
- The largest Xcel Energy seller in Q2 2018 was Fidelity Investments, an estimated $201M sold.
Based on aggregated 13F filings for Q2 2018.