Xcel Energy
XEL
625 hedge funds and large institutions have $16.3B invested in Xcel Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 231 increasing their positions, 201 reducing their positions, and 49 closing their positions.
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
16% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 49
15% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 201
11% more capital invested
Capital invested by funds: $14.6B → $16.3B (+$1.61B)
1.34% more ownership
Funds ownership: 70.83% → 72.17% (+1.3%)
0% less funds holding
Funds holding: 628 → 625 (-3)
32% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $17.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.7B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$69.7M |
| 3 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$56M |
| 4 |
Millennium Management
New York
|
+$53.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$49M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$39.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.7M |
| 4 |
Morgan Stanley
New York
|
-$24.4M |
| 5 |
Two Sigma Investments
New York
|
-$17.8M |
XEL Hedge Fund Activity: Q1 2017 in Review
625 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2017, worth a combined $16.3B — up 11% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new XEL positions and 49 closed out — a net gain of 8 holders — while 231 added to existing stakes and 201 trimmed.
The largest buyer was BlackRock, adding an estimated $1.7B. The largest seller was Janus Henderson Investors US, cutting an estimated $49M.
- 625 institutional investors held Xcel Energy (XEL) as of Q1 2017, down from 628 in Q4 2016.
- Funds reported $16.3B of Xcel Energy stock for Q1 2017, up 11% quarter-over-quarter.
- 57 funds opened new Xcel Energy positions in Q1 2017 and 49 closed out, a net change of +8 holders.
- The largest Xcel Energy buyer in Q1 2017 was BlackRock, an estimated $1.7B added.
- The largest Xcel Energy seller in Q1 2017 was Janus Henderson Investors US, an estimated $49M sold.
Based on aggregated 13F filings for Q1 2017.