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Xcel Energy
XEL

926 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 301 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $32.4M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 301

0.38% more ownership

Funds ownership: 77.54% → 77.91% (+0.38%)

4% less funds holding

Funds holding: 961 → 926 (-35)

7% less capital invested

Capital invested by funds: $26.5B → $24.6B (-$1.91B)

19% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 111

Holders
926
Holders Change
-35
Holders Change %
-3.64%
% of All Funds
14.7%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
301
Closed
111
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$520M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$343M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$154M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$70.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$456M
2
JP Morgan Chase
JP Morgan Chase
New York
-$299M
3
Ameriprise
Ameriprise
Minnesota
-$252M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$79.6M
5
BC
Brookfield Corp
Ontario, Canada
-$65.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$164M +$14.6M +243,399 +9%
Millennium Management
27
Millennium Management
New York
$164M +$26.2M +436,357 +18%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$161M +$169M +2,807,728 New
Franklin Resources
29
Franklin Resources
California
$143M -$6.68M -111,140 -4%
UBS AM
30
UBS AM
Illinois
$123M +$2.25M +37,403 +2%
DPIM
31
Duff & Phelps Investment Management
Illinois
$117M -$4.47M -74,395 -4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$108M -$17M -282,785 -13%
Ameriprise
33
Ameriprise
Minnesota
$105M -$252M -4,189,649 -70%
First Trust Advisors
34
First Trust Advisors
Illinois
$105M +$6.76M +112,479 +7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$101M -$13M -217,000 -11%
Amundi
36
Amundi
France
$98.5M +$10.1M +168,322 +11%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$93M +$66.9M +1,112,510 +216%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$91M +$94.6M +1,574,257 +9,674%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$90.7M -$1.43M -23,856 -1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$87.7M +$450K +7,494 +0.5%
Barclays
41
Barclays
United Kingdom
$81.6M +$8.26M +137,356 +11%
Verition Fund Management
42
Verition Fund Management
Connecticut
$78.4M +$60.8M +1,012,075 +282%
WHRC
43
W.H. Reaves & Co
New Jersey
$73.4M -$5.25M -87,415 -6%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$72.9M -$417K -6,941 -0.5%
National Pension Service
45
National Pension Service
South Korea
$70.6M +$4.25M +70,726 +6%
Macquarie Group
46
Macquarie Group
Australia
$67.9M +$16.7M +278,347 +21%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$67.4M +$70.8M +1,178,350 New
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$67.2M +$5.78M +96,187 +9%
APG Asset Management
49
APG Asset Management
Netherlands
$66.9M -$6.42M -106,851 -8%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$63.9M -$11.6M -193,740 -15%
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XEL Hedge Fund Activity: Q3 2023 in Review

926 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2023, worth a combined $24.6B — down 7.2% from $26.5B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XEL and 90 opened new positions — a net loss of 21 holders — while 301 trimmed existing stakes and 365 added.

The largest buyer was Vanguard Group, adding an estimated $520M. The largest seller was Bank of America, cutting an estimated $456M.

  • 926 institutional investors held Xcel Energy (XEL) as of Q3 2023, down from 961 in Q2 2023.
  • Funds reported $24.6B of Xcel Energy stock for Q3 2023, down 7.2% quarter-over-quarter.
  • 90 funds opened new Xcel Energy positions in Q3 2023 and 111 closed out, a net change of -21 holders.
  • The largest Xcel Energy buyer in Q3 2023 was Vanguard Group, an estimated $520M added.
  • The largest Xcel Energy seller in Q3 2023 was Bank of America, an estimated $456M sold.

Based on aggregated 13F filings for Q3 2023.