Xcel Energy
XEL
640 hedge funds and large institutions have $17.6B invested in Xcel Energy in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 37 closing their positions.
129% more call options, than puts
Call options by funds: $11.2M | Put options by funds: $4.87M
38% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 37
16% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 206
4% more capital invested
Capital invested by funds: $16.9B → $17.6B (+$740M)
1% more funds holding
Funds holding: 634 → 640 (+6)
0.89% more ownership
Funds ownership: 72.51% → 73.39% (+0.89%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$171M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
| 3 |
BlackRock
New York
|
+$103M |
| 4 |
JP Morgan Chase
New York
|
+$86.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$275M |
| 2 |
Millennium Management
New York
|
-$131M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$116M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$84.2M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$60.3M |
XEL Hedge Fund Activity: Q3 2017 in Review
640 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2017, worth a combined $17.6B — up 4.4% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new XEL positions and 37 closed out — a net gain of 14 holders — while 238 added to existing stakes and 206 trimmed.
The largest buyer was Boston Partners, adding an estimated $171M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $275M.
- 640 institutional investors held Xcel Energy (XEL) as of Q3 2017, up from 634 in Q2 2017.
- Funds reported $17.6B of Xcel Energy stock for Q3 2017, up 4.4% quarter-over-quarter.
- 51 funds opened new Xcel Energy positions in Q3 2017 and 37 closed out, a net change of +14 holders.
- The largest Xcel Energy buyer in Q3 2017 was Boston Partners, an estimated $171M added.
- The largest Xcel Energy seller in Q3 2017 was Commonwealth Bank of Australia, an estimated $275M sold.
Based on aggregated 13F filings for Q3 2017.