Xcel Energy
628 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.
107% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 46
98% more call options, than puts
Call options by funds: $6.32M | Put options by funds: $3.19M
7% more funds holding
Funds holding: 585 → 628 (+43)
7% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 202
1% more capital invested
Capital invested by funds: $14.5B → $14.6B (+$145M)
0.22% more ownership
Funds ownership: 70.61% → 70.83% (+0.22%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$99.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$56.8M |
| 3 |
Millennium Management
New York
|
+$51.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$49.6M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$111M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$91.5M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$47.4M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$42.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$40M |
XEL Hedge Fund Activity: Q4 2016 in Review
628 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2016, worth a combined $14.6B — up 1% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new XEL positions and 46 closed out — a net gain of 49 holders — while 216 added to existing stakes and 202 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $99.3M. The largest seller was Goldman Sachs, cutting an estimated $111M.
- 628 institutional investors held Xcel Energy (XEL) as of Q4 2016, up from 585 in Q3 2016.
- Funds reported $14.6B of Xcel Energy stock for Q4 2016, up 1% quarter-over-quarter.
- 95 funds opened new Xcel Energy positions in Q4 2016 and 46 closed out, a net change of +49 holders.
- The largest Xcel Energy buyer in Q4 2016 was Massachusetts Financial Services, an estimated $99.3M added.
- The largest Xcel Energy seller in Q4 2016 was Goldman Sachs, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2016.