Xcel Energy
546 hedge funds and large institutions have $12.1B invested in Xcel Energy in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 221 reducing their positions, and 36 closing their positions.
51% more call options, than puts
Call options by funds: $1.49M | Put options by funds: $990K
31% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 36
1% more funds holding
Funds holding: 539 → 546 (+7)
0.32% more ownership
Funds ownership: 68.52% → 68.84% (+0.32%)
3% less capital invested
Capital invested by funds: $12.4B → $12.1B (-$313M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
24% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$251M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$102M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$98.9M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$83.7M |
| 5 |
Jennison Associates
New York
|
+$78.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$197M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$141M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$128M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$102M |
| 5 |
State Street
Boston,
Massachusetts
|
-$46.8M |
XEL Hedge Fund Activity: Q1 2015 in Review
546 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2015, worth a combined $12.1B — down 2.5% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new XEL positions and 36 closed out — a net gain of 11 holders — while 167 added to existing stakes and 221 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $251M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.
- 546 institutional investors held Xcel Energy (XEL) as of Q1 2015, up from 539 in Q4 2014.
- Funds reported $12.1B of Xcel Energy stock for Q1 2015, down 2.5% quarter-over-quarter.
- 47 funds opened new Xcel Energy positions in Q1 2015 and 36 closed out, a net change of +11 holders.
- The largest Xcel Energy buyer in Q1 2015 was JP Morgan Chase, an estimated $251M added.
- The largest Xcel Energy seller in Q1 2015 was Capital Research Global Investors, an estimated $197M sold.
Based on aggregated 13F filings for Q1 2015.