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Xcel Energy
XEL

628 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 46

98% more call options, than puts

Call options by funds: $6.32M | Put options by funds: $3.19M

7% more funds holding

Funds holding: 585 → 628 (+43)

7% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 202

1% more capital invested

Capital invested by funds: $14.5B → $14.6B (+$145M)

0.22% more ownership

Funds ownership: 70.61% → 70.83% (+0.22%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
628
Holders Change
+43
Holders Change %
+7.35%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
95
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$99.3M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$56.8M
3
Millennium Management
Millennium Management
New York
+$51.6M
4
Wells Fargo
Wells Fargo
California
+$49.6M
5
Victory Capital Management
Victory Capital Management
Texas
+$41.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$111M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.5M
3
TCIM
TIAA CREF Investment Management
New York
-$47.4M
4
Principal Financial Group
Principal Financial Group
Iowa
-$42.2M
5
Capital World Investors
Capital World Investors
California
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B +$37.6M +939,243 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.04B +$13.4M +334,510 +1%
State Street
3
State Street
Massachusetts
$1.04B +$6.49M +162,365 +0.6%
BFA
4
BlackRock Fund Advisors
California
$685M +$9.34M +233,625 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$656M +$19.4M +485,164 +3%
BIT
6
BlackRock Institutional Trust
California
$631M +$31.3M +781,793 +5%
Franklin Resources
7
Franklin Resources
California
$562M -$2.94M -73,633 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$460M -$91.5M -2,287,665 -17%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$355M +$99.3M +2,483,185 +40%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$301M -$2.78M -69,600 -0.9%
Northern Trust
11
Northern Trust
Illinois
$235M +$4.87M +121,789 +2%
American Century Companies
12
American Century Companies
Missouri
$220M +$5.52M +138,116 +3%
BG
13
BlackRock Group
United Kingdom
$213M +$23.4M +586,148 +13%
Millennium Management
14
Millennium Management
New York
$204M +$51.6M +1,290,748 +35%
AQR Capital Management
15
AQR Capital Management
Connecticut
$197M +$56.8M +1,420,193 +42%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$193M +$6.19M +154,851 +3%
TCIM
17
TIAA CREF Investment Management
New York
$191M -$47.4M -1,185,299 -20%
CBOA
18
Commonwealth Bank of Australia
Australia
$190M +$19.2M +480,088 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$170M +$15.7M +393,636 +10%
Wells Fargo
20
Wells Fargo
California
$165M +$49.6M +1,241,449 +44%
Legal & General Group
21
Legal & General Group
United Kingdom
$165M -$982K -24,549 -0.6%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$156M -$3.3M -82,617 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$153M -$793K -19,833 -0.5%
Capital Research Global Investors
24
Capital Research Global Investors
California
$147M – – –
Bank of America
25
Bank of America
North Carolina
$146M +$38.8M +970,626 +37%
1
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XEL Hedge Fund Activity: Q4 2016 in Review

628 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2016, worth a combined $14.6B — up 1% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XEL positions and 46 closed out — a net gain of 49 holders — while 216 added to existing stakes and 202 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $99.3M. The largest seller was Goldman Sachs, cutting an estimated $111M.

  • 628 institutional investors held Xcel Energy (XEL) as of Q4 2016, up from 585 in Q3 2016.
  • Funds reported $14.6B of Xcel Energy stock for Q4 2016, up 1% quarter-over-quarter.
  • 95 funds opened new Xcel Energy positions in Q4 2016 and 46 closed out, a net change of +49 holders.
  • The largest Xcel Energy buyer in Q4 2016 was Massachusetts Financial Services, an estimated $99.3M added.
  • The largest Xcel Energy seller in Q4 2016 was Goldman Sachs, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2016.