Xcel Energy
XEL
848 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 292 increasing their positions, 269 reducing their positions, and 57 closing their positions.
100% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 57
97% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $10M
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
5% more funds holding
Funds holding: 805 → 848 (+43)
9% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 269
2% less capital invested
Capital invested by funds: $26.3B → $25.8B (-$541M)
1.33% less ownership
Funds ownership: 78.8% → 77.48% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$508M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$117M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$92.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$90.4M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$68.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$292M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$122M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| 4 |
Renaissance Technologies
New York
|
-$96.2M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$73.3M |
XEL Hedge Fund Activity: Q4 2019 in Review
848 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2019, worth a combined $25.8B — down 2.1% from $26.3B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new XEL positions and 57 closed out — a net gain of 57 holders — while 292 added to existing stakes and 269 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $508M. The largest seller was Invesco, cutting an estimated $292M.
- 848 institutional investors held Xcel Energy (XEL) as of Q4 2019, up from 805 in Q3 2019.
- Funds reported $25.8B of Xcel Energy stock for Q4 2019, down 2.1% quarter-over-quarter.
- 114 funds opened new Xcel Energy positions in Q4 2019 and 57 closed out, a net change of +57 holders.
- The largest Xcel Energy buyer in Q4 2019 was Magellan Asset Management, an estimated $508M added.
- The largest Xcel Energy seller in Q4 2019 was Invesco, an estimated $292M sold.
Based on aggregated 13F filings for Q4 2019.