Xcel Energy
1,029 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 385 increasing their positions, 341 reducing their positions, and 73 closing their positions.
119% more call options, than puts
Call options by funds: $113M | Put options by funds: $51.8M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
92% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 73
27% more capital invested
Capital invested by funds: $23.3B → $29.7B (+$6.4B)
13% more repeat investments, than reductions
Existing positions increased: 385 | Existing positions reduced: 341
6% more funds holding
Funds holding: 971 → 1,029 (+58)
3.24% more ownership
Funds ownership: 78.33% → 81.58% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$510M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$456M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$325M |
| 4 |
State Street
Boston,
Massachusetts
|
+$138M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$193M |
| 2 |
ZP
Zimmer Partners
New York
|
-$167M |
| 3 |
Man Group
London,
United Kingdom
|
-$149M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$124M |
| 5 |
JP Morgan Chase
New York
|
-$106M |
XEL Hedge Fund Activity: Q3 2024 in Review
1,029 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2024, worth a combined $29.7B — up 27% from $23.3B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new XEL positions and 73 closed out — a net gain of 67 holders — while 385 added to existing stakes and 341 trimmed.
The largest buyer was Bank of America, adding an estimated $510M. The largest seller was Millennium Management, cutting an estimated $193M.
- 1,029 institutional investors held Xcel Energy (XEL) as of Q3 2024, up from 971 in Q2 2024.
- Funds reported $29.7B of Xcel Energy stock for Q3 2024, up 27% quarter-over-quarter.
- 140 funds opened new Xcel Energy positions in Q3 2024 and 73 closed out, a net change of +67 holders.
- The largest Xcel Energy buyer in Q3 2024 was Bank of America, an estimated $510M added.
- The largest Xcel Energy seller in Q3 2024 was Millennium Management, an estimated $193M sold.
Based on aggregated 13F filings for Q3 2024.