Xcel Energy
540 hedge funds and large institutions have $12.6B invested in Xcel Energy in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 185 increasing their positions, 188 reducing their positions, and 32 closing their positions.
493% more call options, than puts
Call options by funds: $3.53M | Put options by funds: $595K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
44% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 32
11% more capital invested
Capital invested by funds: $11.4B → $12.6B (+$1.24B)
2% more funds holding
Funds holding: 528 → 540 (+12)
0.6% more ownership
Funds ownership: 69.94% → 70.55% (+0.6%)
2% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$192M |
| 2 |
JP Morgan Chase
New York
|
+$174M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$51.7M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$45.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$184M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$161M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$88.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$37.8M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$28.8M |
XEL Hedge Fund Activity: Q3 2015 in Review
540 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2015, worth a combined $12.6B — up 11% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new XEL positions and 32 closed out — a net gain of 14 holders — while 185 added to existing stakes and 188 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $192M. The largest seller was Artisan Partners, exiting entirely with an estimated $184M sold.
- 540 institutional investors held Xcel Energy (XEL) as of Q3 2015, up from 528 in Q2 2015.
- Funds reported $12.6B of Xcel Energy stock for Q3 2015, up 11% quarter-over-quarter.
- 46 funds opened new Xcel Energy positions in Q3 2015 and 32 closed out, a net change of +14 holders.
- The largest Xcel Energy buyer in Q3 2015 was T. Rowe Price Associates, an estimated $192M added.
- The largest Xcel Energy seller in Q3 2015 was Artisan Partners, an estimated $184M sold.
Based on aggregated 13F filings for Q3 2015.