Xcel Energy
519 hedge funds and large institutions have $10.7B invested in Xcel Energy in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 23 closing their positions.
187% more call options, than puts
Call options by funds: $2.17M | Put options by funds: $758K
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
11% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 171
3% more funds holding
Funds holding: 504 → 519 (+15)
1.3% less ownership
Funds ownership: 71.25% → 69.95% (-1.3%)
7% less capital invested
Capital invested by funds: $11.5B → $10.7B (-$821M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$34M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$25.1M |
| 3 |
Millennium Management
New York
|
+$24.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$121M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$80.8M |
| 3 |
State Street
Boston,
Massachusetts
|
-$37.1M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$33.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$32.6M |
XEL Hedge Fund Activity: Q3 2014 in Review
519 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2014, worth a combined $10.7B — down 7.1% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new XEL positions and 23 closed out — a net gain of 18 holders — while 190 added to existing stakes and 171 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $34M. The largest seller was Goldman Sachs, cutting an estimated $121M.
- 519 institutional investors held Xcel Energy (XEL) as of Q3 2014, up from 504 in Q2 2014.
- Funds reported $10.7B of Xcel Energy stock for Q3 2014, down 7.1% quarter-over-quarter.
- 41 funds opened new Xcel Energy positions in Q3 2014 and 23 closed out, a net change of +18 holders.
- The largest Xcel Energy buyer in Q3 2014 was Fidelity Investments, an estimated $34M added.
- The largest Xcel Energy seller in Q3 2014 was Goldman Sachs, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2014.