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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
PI
51
PGGM Investments
Netherlands
$47.1M -$474K -11,855 -1%
MAM
52
Magellan Asset Management
Australia
$45.9M +$1.73M +43,213 +4%
PPA
53
Parametric Portfolio Associates
Washington
$45.5M +$3.17M +79,366 +8%
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$45.2M +$152K +3,813 +0.3%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$44.4M -$1.12M -28,000 -3%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$43M +$260K +6,500 +0.6%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$42M +$64.9K +1,623 +0.2%
BSPF
58
British Steel Pension Fund
United Kingdom
$41.2M – – –
GC
59
Guggenheim Capital
Illinois
$41M +$1.72M +43,033 +4%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.5M +$1.16M +29,072 +3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$40.4M -$1.3M -32,530 -3%
BA
62
BlackRock Advisors
Delaware
$38.9M +$1.17M +29,146 +3%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$38.9M +$4.51M +112,836 +13%
Asset Management One
64
Asset Management One
Japan
$37.4M +$34.8M +870,451 +1,806%
EIP
65
Energy Income Partners
Connecticut
$36.6M +$25.1M +628,464 +232%
AT
66
AMF Tjänstepension
Sweden
$35.9M +$2.1M +52,500 +6%
AllianceBernstein
67
AllianceBernstein
Tennessee
$35.1M -$975K -24,387 -3%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$34.4M -$851K -21,288 -2%
Lazard Asset Management
69
Lazard Asset Management
New York
$34M +$11M +276,089 +49%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$32.5M -$36.8K -921 -0.1%
Deutsche Bank
71
Deutsche Bank
Germany
$32.1M -$20.4M -511,111 -39%
H
72
Hexavest
Quebec, Canada
$31.9M +$10.3M +256,401 +49%
CS
73
Credit Suisse
Switzerland
$31.4M -$3.06M -76,537 -9%
Principal Financial Group
74
Principal Financial Group
Iowa
$31.1M -$42.2M -1,054,656 -58%
BJ
75
BlackRock Japan
Japan
$30.9M +$2.92M +73,078 +11%
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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.