Xcel Energy
XEL
888 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 81 closing their positions.
394% more call options, than puts
Call options by funds: $80.9M | Put options by funds: $16.4M
69% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 81
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
5% more funds holding
Funds holding: 844 → 888 (+44)
8% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 277
0.45% less ownership
Funds ownership: 77.19% → 76.74% (-0.45%)
4% less capital invested
Capital invested by funds: $28B → $26.9B (-$1.08B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$81.5M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$64.9M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$61.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$54.7M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$144M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$108M |
| 3 |
JP Morgan Chase
New York
|
-$74M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$64.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$56.2M |
XEL Hedge Fund Activity: Q4 2020 in Review
888 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2020, worth a combined $26.9B — down 3.9% from $28B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new XEL positions and 81 closed out — a net gain of 56 holders — while 300 added to existing stakes and 277 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $81.5M. The largest seller was Brookfield Corp, cutting an estimated $144M.
- 888 institutional investors held Xcel Energy (XEL) as of Q4 2020, up from 844 in Q3 2020.
- Funds reported $26.9B of Xcel Energy stock for Q4 2020, down 3.9% quarter-over-quarter.
- 137 funds opened new Xcel Energy positions in Q4 2020 and 81 closed out, a net change of +56 holders.
- The largest Xcel Energy buyer in Q4 2020 was Magellan Asset Management, an estimated $81.5M added.
- The largest Xcel Energy seller in Q4 2020 was Brookfield Corp, an estimated $144M sold.
Based on aggregated 13F filings for Q4 2020.