Xcel Energy
493 hedge funds and large institutions have $9.23B invested in Xcel Energy in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 196 reducing their positions, and 38 closing their positions.
489% more call options, than puts
Call options by funds: $4.54M | Put options by funds: $770K
61% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 38
4% more funds holding
Funds holding: 474 → 493 (+19)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $9.29B → $9.23B (-$62.4M)
1.28% less ownership
Funds ownership: 67.95% → 66.66% (-1.3%)
22% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$189M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$123M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$113M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$63.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$452M |
| 2 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$54.9M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$48.8M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$37.1M |
| 5 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
|
-$32.6M |
XEL Hedge Fund Activity: Q4 2013 in Review
493 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2013, worth a combined $9.23B — down 0.67% from $9.29B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new XEL positions and 38 closed out — a net gain of 23 holders — while 153 added to existing stakes and 196 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $189M. The largest seller was JP Morgan Chase, cutting an estimated $452M.
- 493 institutional investors held Xcel Energy (XEL) as of Q4 2013, up from 474 in Q3 2013.
- Funds reported $9.23B of Xcel Energy stock for Q4 2013, down 0.67% quarter-over-quarter.
- 61 funds opened new Xcel Energy positions in Q4 2013 and 38 closed out, a net change of +23 holders.
- The largest Xcel Energy buyer in Q4 2013 was T. Rowe Price Associates, an estimated $189M added.
- The largest Xcel Energy seller in Q4 2013 was JP Morgan Chase, an estimated $452M sold.
Based on aggregated 13F filings for Q4 2013.