Xcel Energy
XEL
706 hedge funds and large institutions have $17.9B invested in Xcel Energy in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 212 reducing their positions, and 37 closing their positions.
1,555% more call options, than puts
Call options by funds: $9.82M | Put options by funds: $593K
189% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 37
15% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 212
10% more funds holding
Funds holding: 640 → 706 (+66)
2% more capital invested
Capital invested by funds: $17.6B → $17.9B (+$286M)
0.1% more ownership
Funds ownership: 73.39% → 73.49% (+0.1%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$161M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$81.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$77.3M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$65.9M |
| 5 |
Goldman Sachs
New York
|
+$65.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$195M |
| 2 |
Millennium Management
New York
|
-$158M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$85.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$77.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$53.9M |
XEL Hedge Fund Activity: Q4 2017 in Review
706 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2017, worth a combined $17.9B — up 1.6% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new XEL positions and 37 closed out — a net gain of 70 holders — while 244 added to existing stakes and 212 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was Franklin Resources, cutting an estimated $195M.
- 706 institutional investors held Xcel Energy (XEL) as of Q4 2017, up from 640 in Q3 2017.
- Funds reported $17.9B of Xcel Energy stock for Q4 2017, up 1.6% quarter-over-quarter.
- 107 funds opened new Xcel Energy positions in Q4 2017 and 37 closed out, a net change of +70 holders.
- The largest Xcel Energy buyer in Q4 2017 was JP Morgan Chase, an estimated $161M added.
- The largest Xcel Energy seller in Q4 2017 was Franklin Resources, an estimated $195M sold.
Based on aggregated 13F filings for Q4 2017.