Xcel Energy
XEL
758 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 255 increasing their positions, 240 reducing their positions, and 57 closing their positions.
180% more funds holding in top 10
Funds holding in top 10: 5 → 14 (+9)
116% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 57
112% more call options, than puts
Call options by funds: $5.92M | Put options by funds: $2.8M
9% more funds holding
Funds holding: 697 → 758 (+61)
6% more capital invested
Capital invested by funds: $18B → $19.2B (+$1.16B)
1.61% more ownership
Funds ownership: 74.76% → 76.37% (+1.6%)
6% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 240
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$231M |
| 2 |
BlackRock
New York
|
+$153M |
| 3 |
JP Morgan Chase
New York
|
+$117M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$88.2M |
| 5 |
Renaissance Technologies
New York
|
+$85.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$83M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$61.9M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$55.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.9M |
XEL Hedge Fund Activity: Q4 2018 in Review
758 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2018, worth a combined $19.2B — up 6.4% from $18B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new XEL positions and 57 closed out — a net gain of 66 holders — while 255 added to existing stakes and 240 trimmed.
The largest buyer was Invesco, adding an estimated $231M. The largest seller was Wellington Management Group, cutting an estimated $83M.
- 758 institutional investors held Xcel Energy (XEL) as of Q4 2018, up from 697 in Q3 2018.
- Funds reported $19.2B of Xcel Energy stock for Q4 2018, up 6.4% quarter-over-quarter.
- 123 funds opened new Xcel Energy positions in Q4 2018 and 57 closed out, a net change of +66 holders.
- The largest Xcel Energy buyer in Q4 2018 was Invesco, an estimated $231M added.
- The largest Xcel Energy seller in Q4 2018 was Wellington Management Group, an estimated $83M sold.
Based on aggregated 13F filings for Q4 2018.