Xcel Energy
474 hedge funds and large institutions have $9.29B invested in Xcel Energy in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 183 reducing their positions, and 44 closing their positions.
90% more call options, than puts
Call options by funds: $1.92M | Put options by funds: $1.01M
2.07% more ownership
Funds ownership: 65.87% → 67.95% (+2.1%)
0% more capital invested
Capital invested by funds: $9.28B → $9.29B (+$15.1M)
7% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 183
4% less funds holding
Funds holding: 494 → 474 (-20)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
36% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$203M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$155M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$147M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$126M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$101M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$89.8M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$51.2M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$46.5M |
| 5 |
Neuberger Berman Group
New York
|
-$39.7M |
XEL Hedge Fund Activity: Q3 2013 in Review
474 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2013, worth a combined $9.29B — up 0.16% from $9.28B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of XEL and 28 opened new positions — a net loss of 16 holders — while 183 trimmed existing stakes and 170 added.
The largest buyer was JP Morgan Chase, adding an estimated $203M. The largest seller was Wellington Management Group, cutting an estimated $101M.
- 474 institutional investors held Xcel Energy (XEL) as of Q3 2013, down from 494 in Q2 2013.
- Funds reported $9.29B of Xcel Energy stock for Q3 2013, up 0.16% quarter-over-quarter.
- 28 funds opened new Xcel Energy positions in Q3 2013 and 44 closed out, a net change of -16 holders.
- The largest Xcel Energy buyer in Q3 2013 was JP Morgan Chase, an estimated $203M added.
- The largest Xcel Energy seller in Q3 2013 was Wellington Management Group, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2013.