Xcel Energy
XEL
805 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 274 reducing their positions, and 60 closing their positions.
44% more call options, than puts
Call options by funds: $23.5M | Put options by funds: $16.3M
27% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 60
10% more capital invested
Capital invested by funds: $24B → $26.3B (+$2.38B)
2% more funds holding
Funds holding: 792 → 805 (+13)
0.53% more ownership
Funds ownership: 78.28% → 78.8% (+0.53%)
0% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 274
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$698M |
| 2 |
BlackRock
New York
|
+$243M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$79M |
| 4 |
State Street
Boston,
Massachusetts
|
+$44.4M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$353M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$110M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$86.1M |
| 4 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$75.6M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$57.4M |
XEL Hedge Fund Activity: Q3 2019 in Review
805 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2019, worth a combined $26.3B — up 9.9% from $24B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new XEL positions and 60 closed out — a net gain of 16 holders — while 274 added to existing stakes and 274 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $698M. The largest seller was Fidelity Investments, cutting an estimated $353M.
- 805 institutional investors held Xcel Energy (XEL) as of Q3 2019, up from 792 in Q2 2019.
- Funds reported $26.3B of Xcel Energy stock for Q3 2019, up 9.9% quarter-over-quarter.
- 76 funds opened new Xcel Energy positions in Q3 2019 and 60 closed out, a net change of +16 holders.
- The largest Xcel Energy buyer in Q3 2019 was Magellan Asset Management, an estimated $698M added.
- The largest Xcel Energy seller in Q3 2019 was Fidelity Investments, an estimated $353M sold.
Based on aggregated 13F filings for Q3 2019.