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Xcel Energy
XEL

1,017 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 367 increasing their positions, 326 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $155M | Put options by funds: $32.9M

154% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 67

13% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 326

11% more capital invested

Capital invested by funds: $24.6B → $27.3B (+$2.64B)

10% more funds holding

Funds holding: 926 → 1,017 (+91)

1.85% more ownership

Funds ownership: 77.91% → 79.76% (+1.8%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
1,017
Holders Change
+91
Holders Change %
+9.83%
% of All Funds
14.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
170
Increased
367
Reduced
326
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$399M
3
Goldman Sachs
Goldman Sachs
New York
+$126M
4
ECM
ExodusPoint Capital Management
New York
+$105M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$88.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$291M
2
JP Morgan Chase
JP Morgan Chase
New York
-$238M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.7M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$72.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
526
Moors & Cabot
Massachusetts
$516K -$50.8K -846 -9%
FA
527
Fiduciary Alliance
South Carolina
$514K – – –
OC
528
Oarsman Capital
Wisconsin
$512K -$24K -400 -5%
AWS
529
Atria Wealth Solutions
New York
$509K -$96.8K -1,613 -16%
PCM
530
Parsons Capital Management
Rhode Island
$509K -$12K -200 -2%
CK
531
Cohen Klingenstein
New York
$501K – – –
SW
532
SVB Wealth
Massachusetts
$495K +$166K +2,761 +53%
FAIM
533
Financial Advocates Investment Management
Washington
$495K +$479K +7,988 New
RAG
534
RIA Advisory Group
Iowa
$494K +$292K +4,864 New
VA
535
Vident Advisory
Georgia
$492K -$18.3K -305 -4%
GS
536
GTS Securities
New York
$489K +$63.4K +1,057 +15%
BFS
537
Bradley Foster & Sargent
Connecticut
$484K +$1.74K +29 +0.4%
BIA
538
Bigelow Investment Advisors
Maine
$483K -$44K -734 -9%
ClearBridge Investments
539
ClearBridge Investments
New York
$483K +$468K +7,801 New
LFA
540
Laraway Financial Advisors
Minnesota
$482K +$600 +10 +0.1%
FFA
541
First Foundation Advisors
California
$479K -$599K -9,989 -56%
SLI
542
Sumitomo Life Insurance
Japan
$477K -$2.46K -41 -0.5%
AIMCA
543
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$477K – – –
SWA
544
SFMG Wealth Advisors
Texas
$475K -$240 -4 -0.1%
ACP
545
Aveo Capital Partners
Colorado
$470K +$1.98K +33 +0.4%
CG
546
Caprock Group
Idaho
$469K +$135K +2,254 +43%
FCM
547
Fourpath Capital Management
Oklahoma
$469K +$455K +7,576 New
RAM
548
Ramirez Asset Management
New York
$467K – – –
AF
549
Allworth Financial
California
$467K -$8.1K -135 -2%
QCG
550
Quadrant Capital Group
Ohio
$466K +$123K +2,042 +37%
20 21
22
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XEL Hedge Fund Activity: Q4 2023 in Review

1,017 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2023, worth a combined $27.3B — up 11% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new XEL positions and 67 closed out — a net gain of 103 holders — while 367 added to existing stakes and 326 trimmed.

The largest buyer was Vanguard Group, adding an estimated $476M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $291M.

  • 1,017 institutional investors held Xcel Energy (XEL) as of Q4 2023, up from 926 in Q3 2023.
  • Funds reported $27.3B of Xcel Energy stock for Q4 2023, up 11% quarter-over-quarter.
  • 170 funds opened new Xcel Energy positions in Q4 2023 and 67 closed out, a net change of +103 holders.
  • The largest Xcel Energy buyer in Q4 2023 was Vanguard Group, an estimated $476M added.
  • The largest Xcel Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2023.