Xcel Energy
792 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 283 increasing their positions, 249 reducing their positions, and 58 closing their positions.
33% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 58
14% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 249
7% more capital invested
Capital invested by funds: $22.4B → $24B (+$1.61B)
0.9% more ownership
Funds ownership: 77.34% → 78.24% (+0.9%)
1% more funds holding
Funds holding: 786 → 792 (+6)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
44% less call options, than puts
Call options by funds: $6.79M | Put options by funds: $12.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$472M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$125M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$74.9M |
| 4 |
JP Morgan Chase
New York
|
+$52.8M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$51.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$127M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$84.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$80.8M |
| 4 |
BS
Banco Santander
Madrid,
Spain
|
-$55.1M |
| 5 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
-$38.9M |
XEL Hedge Fund Activity: Q2 2019 in Review
792 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2019, worth a combined $24B — up 7.2% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new XEL positions and 58 closed out — a net gain of 19 holders — while 283 added to existing stakes and 249 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $472M. The largest seller was Wellington Management Group, cutting an estimated $127M.
- 792 institutional investors held Xcel Energy (XEL) as of Q2 2019, up from 786 in Q1 2019.
- Funds reported $24B of Xcel Energy stock for Q2 2019, up 7.2% quarter-over-quarter.
- 77 funds opened new Xcel Energy positions in Q2 2019 and 58 closed out, a net change of +19 holders.
- The largest Xcel Energy buyer in Q2 2019 was Magellan Asset Management, an estimated $472M added.
- The largest Xcel Energy seller in Q2 2019 was Wellington Management Group, an estimated $127M sold.
Based on aggregated 13F filings for Q2 2019.