Xcel Energy
XEL
837 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 292 increasing their positions, 303 reducing their positions, and 105 closing their positions.
473% more call options, than puts
Call options by funds: $97.4M | Put options by funds: $17M
0% more capital invested
Capital invested by funds: $26.9B → $26.9B (+$2.92M)
4% less repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 303
1.44% less ownership
Funds ownership: 76.74% → 75.3% (-1.4%)
6% less funds holding
Funds holding: 888 → 837 (-51)
38% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 105
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$229M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$218M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$131M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$118M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$92.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$425M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$225M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$128M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$47.2M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$34.2M |
XEL Hedge Fund Activity: Q1 2021 in Review
837 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2021, worth a combined $26.9B — up 0.01% from $26.9B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of XEL and 65 opened new positions — a net loss of 40 holders — while 303 trimmed existing stakes and 292 added.
The largest buyer was JP Morgan Chase, adding an estimated $229M. The largest seller was Capital World Investors, cutting an estimated $425M.
- 837 institutional investors held Xcel Energy (XEL) as of Q1 2021, down from 888 in Q4 2020.
- Funds reported $26.9B of Xcel Energy stock for Q1 2021, up 0.01% quarter-over-quarter.
- 65 funds opened new Xcel Energy positions in Q1 2021 and 105 closed out, a net change of -40 holders.
- The largest Xcel Energy buyer in Q1 2021 was JP Morgan Chase, an estimated $229M added.
- The largest Xcel Energy seller in Q1 2021 was Capital World Investors, an estimated $425M sold.
Based on aggregated 13F filings for Q1 2021.