Xcel Energy
XEL
582 hedge funds and large institutions have $14.9B invested in Xcel Energy in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 228 increasing their positions, 174 reducing their positions, and 53 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
36% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 53
31% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 174
19% more call options, than puts
Call options by funds: $9.91M | Put options by funds: $8.31M
16% more capital invested
Capital invested by funds: $12.8B → $14.9B (+$2.02B)
3% more funds holding
Funds holding: 566 → 582 (+16)
1.23% more ownership
Funds ownership: 70.88% → 72.11% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$193M |
| 2 |
Goldman Sachs
New York
|
+$175M |
| 3 |
Millennium Management
New York
|
+$99.7M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$87.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$68.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$431M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$245M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$59.4M |
| 4 |
Axa
Paris,
France
|
-$35.1M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$26.5M |
XEL Hedge Fund Activity: Q1 2016 in Review
582 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2016, worth a combined $14.9B — up 16% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new XEL positions and 53 closed out — a net gain of 19 holders — while 228 added to existing stakes and 174 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $431M.
- 582 institutional investors held Xcel Energy (XEL) as of Q1 2016, up from 566 in Q4 2015.
- Funds reported $14.9B of Xcel Energy stock for Q1 2016, up 16% quarter-over-quarter.
- 72 funds opened new Xcel Energy positions in Q1 2016 and 53 closed out, a net change of +19 holders.
- The largest Xcel Energy buyer in Q1 2016 was Royal London Asset Management, an estimated $193M added.
- The largest Xcel Energy seller in Q1 2016 was T. Rowe Price Associates, an estimated $431M sold.
Based on aggregated 13F filings for Q1 2016.