Xcel Energy
510 hedge funds and large institutions have $10.4B invested in Xcel Energy in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 182 reducing their positions, and 30 closing their positions.
220% more call options, than puts
Call options by funds: $4.61M | Put options by funds: $1.44M
83% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 30
13% more capital invested
Capital invested by funds: $9.23B → $10.4B (+$1.21B)
3% more funds holding
Funds holding: 493 → 510 (+17)
2.56% more ownership
Funds ownership: 66.66% → 69.23% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$228M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$48.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.2M |
| 5 |
Jennison Associates
New York
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$33.7M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$32M |
| 3 |
JP Morgan Chase
New York
|
-$20.2M |
| 4 |
Millennium Management
New York
|
-$18.4M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$16.5M |
XEL Hedge Fund Activity: Q1 2014 in Review
510 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2014, worth a combined $10.4B — up 13% from $9.23B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new XEL positions and 30 closed out — a net gain of 25 holders — while 181 added to existing stakes and 182 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $228M. The largest seller was Goldman Sachs, cutting an estimated $33.7M.
- 510 institutional investors held Xcel Energy (XEL) as of Q1 2014, up from 493 in Q4 2013.
- Funds reported $10.4B of Xcel Energy stock for Q1 2014, up 13% quarter-over-quarter.
- 55 funds opened new Xcel Energy positions in Q1 2014 and 30 closed out, a net change of +25 holders.
- The largest Xcel Energy buyer in Q1 2014 was Artisan Partners, an estimated $228M added.
- The largest Xcel Energy seller in Q1 2014 was Goldman Sachs, an estimated $33.7M sold.
Based on aggregated 13F filings for Q1 2014.