Xcel Energy
566 hedge funds and large institutions have $12.9B invested in Xcel Energy in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 187 reducing their positions, and 40 closing their positions.
226% more call options, than puts
Call options by funds: $7.01M | Put options by funds: $2.15M
75% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 40
5% more funds holding
Funds holding: 540 → 566 (+26)
4% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 187
2% more capital invested
Capital invested by funds: $12.7B → $12.9B (+$262M)
0.29% more ownership
Funds ownership: 70.56% → 70.84% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$210M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$133M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$74.9M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$64.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$172M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$98.1M |
| 3 |
Axa
Paris,
France
|
-$89.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$86.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$79.9M |
XEL Hedge Fund Activity: Q4 2015 in Review
566 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2015, worth a combined $12.9B — up 2.1% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new XEL positions and 40 closed out — a net gain of 30 holders — while 194 added to existing stakes and 187 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was Millennium Management, cutting an estimated $172M.
- 566 institutional investors held Xcel Energy (XEL) as of Q4 2015, up from 540 in Q3 2015.
- Funds reported $12.9B of Xcel Energy stock for Q4 2015, up 2.1% quarter-over-quarter.
- 70 funds opened new Xcel Energy positions in Q4 2015 and 40 closed out, a net change of +30 holders.
- The largest Xcel Energy buyer in Q4 2015 was Fidelity Investments, an estimated $210M added.
- The largest Xcel Energy seller in Q4 2015 was Millennium Management, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2015.