Xcel Energy
XEL
634 hedge funds and large institutions have $16.9B invested in Xcel Energy in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 230 increasing their positions, 197 reducing their positions, and 44 closing their positions.
36% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 44
17% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 197
1% more funds holding
Funds holding: 625 → 634 (+9)
4% more capital invested
Capital invested by funds: $16.3B → $16.9B (+$642M)
0.33% more ownership
Funds ownership: 72.17% → 72.51% (+0.33%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
72% less call options, than puts
Call options by funds: $5.84M | Put options by funds: $21.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$147M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$135M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$113M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$101M |
| 5 |
Cohen & Steers
New York
|
+$60.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$86M |
| 2 |
BlackRock
New York
|
-$59.1M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$53.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$48.5M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$33M |
XEL Hedge Fund Activity: Q2 2017 in Review
634 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2017, worth a combined $16.9B — up 4% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new XEL positions and 44 closed out — a net gain of 16 holders — while 230 added to existing stakes and 197 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $147M. The largest seller was T. Rowe Price Associates, cutting an estimated $86M.
- 634 institutional investors held Xcel Energy (XEL) as of Q2 2017, up from 625 in Q1 2017.
- Funds reported $16.9B of Xcel Energy stock for Q2 2017, up 4% quarter-over-quarter.
- 60 funds opened new Xcel Energy positions in Q2 2017 and 44 closed out, a net change of +16 holders.
- The largest Xcel Energy buyer in Q2 2017 was JP Morgan Chase, an estimated $147M added.
- The largest Xcel Energy seller in Q2 2017 was T. Rowe Price Associates, an estimated $86M sold.
Based on aggregated 13F filings for Q2 2017.