Xcel Energy
528 hedge funds and large institutions have $11.4B invested in Xcel Energy in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 43 closing their positions.
534% more call options, than puts
Call options by funds: $2.29M | Put options by funds: $361K
1.11% more ownership
Funds ownership: 68.84% → 69.94% (+1.1%)
9% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 200
3% less funds holding
Funds holding: 546 → 528 (-18)
6% less capital invested
Capital invested by funds: $12.1B → $11.4B (-$719M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
28% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$266M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$106M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$64.3M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$51M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$58.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$48.3M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
-$44.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$33.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$29.6M |
XEL Hedge Fund Activity: Q2 2015 in Review
528 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2015, worth a combined $11.4B — down 6% from $12.1B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of XEL and 31 opened new positions — a net loss of 12 holders — while 200 trimmed existing stakes and 183 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was Deutsche Bank, cutting an estimated $58.4M.
- 528 institutional investors held Xcel Energy (XEL) as of Q2 2015, down from 546 in Q1 2015.
- Funds reported $11.4B of Xcel Energy stock for Q2 2015, down 6% quarter-over-quarter.
- 31 funds opened new Xcel Energy positions in Q2 2015 and 43 closed out, a net change of -12 holders.
- The largest Xcel Energy buyer in Q2 2015 was T. Rowe Price Associates, an estimated $266M added.
- The largest Xcel Energy seller in Q2 2015 was Deutsche Bank, an estimated $58.4M sold.
Based on aggregated 13F filings for Q2 2015.