Xcel Energy
XEL
504 hedge funds and large institutions have $11.5B invested in Xcel Energy in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 200 increasing their positions, 148 reducing their positions, and 39 closing their positions.
606% more call options, than puts
Call options by funds: $3.62M | Put options by funds: $512K
35% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 148
10% more capital invested
Capital invested by funds: $10.4B → $11.5B (+$1.08B)
2.02% more ownership
Funds ownership: 69.23% → 71.25% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 39
1% less funds holding
Funds holding: 510 → 504 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$83.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$79.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$57.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$57.1M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.8M |
| 2 |
Jennison Associates
New York
|
-$34.1M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$23.3M |
| 4 |
LBG
Lloyds Banking Group
London,
United Kingdom
|
-$19.4M |
| 5 |
SG Americas Securities
New York
|
-$12.4M |
XEL Hedge Fund Activity: Q2 2014 in Review
504 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2014, worth a combined $11.5B — up 10% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of XEL and 37 opened new positions — a net loss of 2 holders — while 148 trimmed existing stakes and 200 added.
The largest buyer was Norges Bank, adding an estimated $83.1M. The largest seller was Fidelity Investments, cutting an estimated $83.8M.
- 504 institutional investors held Xcel Energy (XEL) as of Q2 2014, down from 510 in Q1 2014.
- Funds reported $11.5B of Xcel Energy stock for Q2 2014, up 10% quarter-over-quarter.
- 37 funds opened new Xcel Energy positions in Q2 2014 and 39 closed out, a net change of -2 holders.
- The largest Xcel Energy buyer in Q2 2014 was Norges Bank, an estimated $83.1M added.
- The largest Xcel Energy seller in Q2 2014 was Fidelity Investments, an estimated $83.8M sold.
Based on aggregated 13F filings for Q2 2014.