Xcel Energy
XEL
844 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.
228% more call options, than puts
Call options by funds: $33.7M | Put options by funds: $10.3M
50% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 64
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more capital invested
Capital invested by funds: $25.8B → $28B (+$2.15B)
3% more funds holding
Funds holding: 819 → 844 (+25)
1.33% less ownership
Funds ownership: 78.52% → 77.19% (-1.3%)
13% less repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 298
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$211M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$157M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$94.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$56.6M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$598M |
| 2 |
Renaissance Technologies
New York
|
-$73.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$59.2M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$58.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$57.6M |
XEL Hedge Fund Activity: Q3 2020 in Review
844 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2020, worth a combined $28B — up 8.3% from $25.8B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new XEL positions and 64 closed out — a net gain of 32 holders — while 259 added to existing stakes and 298 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $211M. The largest seller was T. Rowe Price Associates, cutting an estimated $598M.
- 844 institutional investors held Xcel Energy (XEL) as of Q3 2020, up from 819 in Q2 2020.
- Funds reported $28B of Xcel Energy stock for Q3 2020, up 8.3% quarter-over-quarter.
- 96 funds opened new Xcel Energy positions in Q3 2020 and 64 closed out, a net change of +32 holders.
- The largest Xcel Energy buyer in Q3 2020 was Royal Bank of Canada, an estimated $211M added.
- The largest Xcel Energy seller in Q3 2020 was T. Rowe Price Associates, an estimated $598M sold.
Based on aggregated 13F filings for Q3 2020.