Xcel Energy
711 hedge funds and large institutions have $17.1B invested in Xcel Energy in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 226 increasing their positions, 265 reducing their positions, and 65 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
20% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 65
14% more call options, than puts
Call options by funds: $9.06M | Put options by funds: $7.95M
0.72% more ownership
Funds ownership: 73.49% → 74.21% (+0.72%)
1% more funds holding
Funds holding: 706 → 711 (+5)
4% less capital invested
Capital invested by funds: $17.9B → $17.1B (-$785M)
15% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 265
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$136M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$121M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$120M |
| 4 |
Renaissance Technologies
New York
|
+$52.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$132M |
| 2 |
Lazard Asset Management
New York
|
-$51.7M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$47.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$39.6M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$37.8M |
XEL Hedge Fund Activity: Q1 2018 in Review
711 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2018, worth a combined $17.1B — down 4.4% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new XEL positions and 65 closed out — a net gain of 13 holders — while 226 added to existing stakes and 265 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $132M.
- 711 institutional investors held Xcel Energy (XEL) as of Q1 2018, up from 706 in Q4 2017.
- Funds reported $17.1B of Xcel Energy stock for Q1 2018, down 4.4% quarter-over-quarter.
- 78 funds opened new Xcel Energy positions in Q1 2018 and 65 closed out, a net change of +13 holders.
- The largest Xcel Energy buyer in Q1 2018 was JP Morgan Chase, an estimated $136M added.
- The largest Xcel Energy seller in Q1 2018 was Fidelity Investments, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2018.