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Xcel Energy
XEL

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
628
Holders Change
+43
Holders Change %
+7.35%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
95
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$99.3M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$56.8M
3
Millennium Management
Millennium Management
New York
+$51.6M
4
Wells Fargo
Wells Fargo
California
+$49.6M
5
Victory Capital Management
Victory Capital Management
Texas
+$41.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$111M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.5M
3
TCIM
TIAA CREF Investment Management
New York
-$47.4M
4
Principal Financial Group
Principal Financial Group
Iowa
-$42.2M
5
Capital World Investors
Capital World Investors
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
651
Spectrum Management Group
Indiana
– -$326K -7,935 Closed
MCM
652
Moore Capital Management
New York
– -$247K -6,014 Closed
FIM
653
Freedom Investment Management
Connecticut
– -$243K -5,901 Closed
TU
654
TDAM USA
Ontario, Canada
– -$224K -5,440 Closed
PHK
655
Point72 Hong Kong
Hong Kong
– -$206K -5,000 Closed
WJA
656
Williams Jones & Associates
New York
– -$202K -4,900 Closed
RCA
657
Rowland Carmichael Advisors
Arizona
– -$201K -4,897 Closed
TG
658
TLP Group
Illinois
– -$121K -2,935 Closed
ACM
659
Argentus Capital Management
Texas
– -$84K -2,050 Closed
MA
660
MUFG Americas
New York
– -$82K -1,998 Closed
IWMPD
661
Integrated Wealth Management (Palm Desert)
California
– -$46K -1,115 Closed
AP
662
Atwood & Palmer
Missouri
– -$33K -800 Closed
JSAM
663
J. Safra Asset Management
New York
– -$32K -769 Closed
KA
664
Klingman & Associates
New York
– -$28K -687 Closed
VCM
665
Vigilant Capital Management
Maine
– -$21K -522 Closed
LAM
666
Lebenthal Asset Management
New York
– -$20K -480 Closed
LWA
667
Lenox Wealth Advisors
New York
– -$19K -451 Closed
S
668
SignatureFD
Georgia
– -$18K -435 Closed
FFC
669
First Financial Corp
Indiana
– -$15K -355 Closed
1832 Asset Management
670
1832 Asset Management
Ontario, Canada
– -$4K -95 Closed
HCM
671
Herndon Capital Management
Georgia
– -$2K -47 Closed
DPA
672
Delphi Private Advisors
California
– -$1K -28 Closed
TFO
673
Tarbox Family Office
California
– -$120 -3 -21%
GWS
674
Glassman Wealth Services
Virginia
– +$440 +11 New
23 24 25 26
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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.