Xcel Energy
539 hedge funds and large institutions have $12.4B invested in Xcel Energy in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 164 reducing their positions, and 38 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
357% more call options, than puts
Call options by funds: $3.09M | Put options by funds: $676K
71% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 38
17% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 164
16% more capital invested
Capital invested by funds: $10.7B → $12.4B (+$1.69B)
4% more funds holding
Funds holding: 519 → 539 (+20)
1.43% less ownership
Funds ownership: 69.95% → 68.52% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$178M |
| 2 |
State Street
Boston,
Massachusetts
|
+$64.5M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$55.6M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$40.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$629M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$160M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$48.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$41M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$39.6M |
XEL Hedge Fund Activity: Q4 2014 in Review
539 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2014, worth a combined $12.4B — up 16% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new XEL positions and 38 closed out — a net gain of 27 holders — while 192 added to existing stakes and 164 trimmed.
The largest buyer was Millennium Management, adding an estimated $178M. The largest seller was T. Rowe Price Associates, cutting an estimated $629M.
- 539 institutional investors held Xcel Energy (XEL) as of Q4 2014, up from 519 in Q3 2014.
- Funds reported $12.4B of Xcel Energy stock for Q4 2014, up 16% quarter-over-quarter.
- 65 funds opened new Xcel Energy positions in Q4 2014 and 38 closed out, a net change of +27 holders.
- The largest Xcel Energy buyer in Q4 2014 was Millennium Management, an estimated $178M added.
- The largest Xcel Energy seller in Q4 2014 was T. Rowe Price Associates, an estimated $629M sold.
Based on aggregated 13F filings for Q4 2014.