Xcel Energy
XEL
785 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 278 increasing their positions, 256 reducing their positions, and 56 closing their positions.
134% more call options, than puts
Call options by funds: $23.7M | Put options by funds: $10.1M
59% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 56
17% more capital invested
Capital invested by funds: $19.2B → $22.3B (+$3.17B)
4% more funds holding
Funds holding: 758 → 785 (+27)
9% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 256
0.91% more ownership
Funds ownership: 76.37% → 77.29% (+0.91%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$296M |
| 2 |
JP Morgan Chase
New York
|
+$120M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$71.7M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$56.5M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$212M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$99.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$64.7M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$54.4M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$45.1M |
XEL Hedge Fund Activity: Q1 2019 in Review
785 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2019, worth a combined $22.3B — up 17% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new XEL positions and 56 closed out — a net gain of 33 holders — while 278 added to existing stakes and 256 trimmed.
The largest buyer was Vanguard Group, adding an estimated $296M. The largest seller was Wellington Management Group, cutting an estimated $212M.
- 785 institutional investors held Xcel Energy (XEL) as of Q1 2019, up from 758 in Q4 2018.
- Funds reported $22.3B of Xcel Energy stock for Q1 2019, up 17% quarter-over-quarter.
- 89 funds opened new Xcel Energy positions in Q1 2019 and 56 closed out, a net change of +33 holders.
- The largest Xcel Energy buyer in Q1 2019 was Vanguard Group, an estimated $296M added.
- The largest Xcel Energy seller in Q1 2019 was Wellington Management Group, an estimated $212M sold.
Based on aggregated 13F filings for Q1 2019.