Xcel Energy
XEL
910 hedge funds and large institutions have $27.6B invested in Xcel Energy in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 307 increasing their positions, 287 reducing their positions, and 64 closing their positions.
194% more call options, than puts
Call options by funds: $114M | Put options by funds: $39M
144% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 64
9% more funds holding
Funds holding: 832 → 910 (+78)
9% more capital invested
Capital invested by funds: $25.3B → $27.6B (+$2.29B)
7% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 287
0.76% more ownership
Funds ownership: 75.15% → 75.91% (+0.76%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$805M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$118M |
| 3 |
BlackRock
New York
|
+$114M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$102M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$82.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$549M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$466M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$452M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$136M |
| 5 |
Renaissance Technologies
New York
|
-$61M |
XEL Hedge Fund Activity: Q4 2021 in Review
910 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2021, worth a combined $27.6B — up 9.1% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new XEL positions and 64 closed out — a net gain of 92 holders — while 307 added to existing stakes and 287 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $805M. The largest seller was JP Morgan Chase, cutting an estimated $549M.
- 910 institutional investors held Xcel Energy (XEL) as of Q4 2021, up from 832 in Q3 2021.
- Funds reported $27.6B of Xcel Energy stock for Q4 2021, up 9.1% quarter-over-quarter.
- 156 funds opened new Xcel Energy positions in Q4 2021 and 64 closed out, a net change of +92 holders.
- The largest Xcel Energy buyer in Q4 2021 was T. Rowe Price Associates, an estimated $805M added.
- The largest Xcel Energy seller in Q4 2021 was JP Morgan Chase, an estimated $549M sold.
Based on aggregated 13F filings for Q4 2021.