Xcel Energy
XEL
697 hedge funds and large institutions have $18B invested in Xcel Energy in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 242 increasing their positions, 244 reducing their positions, and 61 closing their positions.
505% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $2.86M
1% more ownership
Funds ownership: 73.75% → 74.76% (+1%)
5% more capital invested
Capital invested by funds: $17.1B → $18B (+$854M)
1% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 244
7% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 61
2% less funds holding
Funds holding: 709 → 697 (-12)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$304M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$112M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$109M |
| 4 |
LCS
Levin Capital Strategies
New York
|
+$58.7M |
| 5 |
Renaissance Technologies
New York
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$184M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$127M |
| 3 |
Cohen & Steers
New York
|
-$48.3M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$40.7M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$30.3M |
XEL Hedge Fund Activity: Q3 2018 in Review
697 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2018, worth a combined $18B — up 5% from $17.1B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of XEL and 57 opened new positions — a net loss of 4 holders — while 244 trimmed existing stakes and 242 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $304M. The largest seller was JP Morgan Chase, cutting an estimated $184M.
- 697 institutional investors held Xcel Energy (XEL) as of Q3 2018, down from 709 in Q2 2018.
- Funds reported $18B of Xcel Energy stock for Q3 2018, up 5% quarter-over-quarter.
- 57 funds opened new Xcel Energy positions in Q3 2018 and 61 closed out, a net change of -4 holders.
- The largest Xcel Energy buyer in Q3 2018 was T. Rowe Price Associates, an estimated $304M added.
- The largest Xcel Energy seller in Q3 2018 was JP Morgan Chase, an estimated $184M sold.
Based on aggregated 13F filings for Q3 2018.