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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
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$465K – – –
TPI
552
Trust Point Inc
Wisconsin
$462K +$447K +7,455 New
GI
553
GAMMA Investing
California
$459K +$460K +7,674 New
PCIA
554
Prime Capital Investment Advisors
Kansas
$459K +$187K +3,116 +73%
AFT
555
Alpha Family Trust
California
$458K +$443K +7,390 New
AWS
556
Aspen Wealth Strategies
Colorado
$452K – – –
SI
557
Stephens Inc
Arkansas
$452K +$166K +2,775 +61%
RBC
558
Romano Brothers & Co
Illinois
$450K -$3.06K -51 -0.7%
LA
559
LBP AM
France
$449K -$3.06M -51,014 -88%
APM
560
Advanced Portfolio Management
New York
$448K +$434K +7,239 New
NS
561
NBC Securities
Alabama
$447K +$22.2K +370 +5%
PPC
562
Park Place Capital
Alabama
$429K +$251K +4,185 +153%
HWM
563
HighMark Wealth Management
Minnesota
$428K +$2.28K +38 +0.6%
CCA
564
Checchi Capital Advisers
California
$428K -$42.1K -701 -9%
IAS
565
Insigneo Advisory Services
Florida
$427K +$411K +6,844 New
AIA
566
Angeles Investment Advisors
California
$426K +$2.94K +49 +0.7%
SFG
567
SNS Financial Group
Minnesota
$426K -$17.8K -296 -4%
OBGC
568
O'Brien Greene & Co
Pennsylvania
$426K – – –
SWP
569
Stratos Wealth Partners
Ohio
$425K +$22.5K +375 +6%
AFS
570
Access Financial Services
Minnesota
$424K +$300 +5 +0.1%
MAS
571
Meeder Advisory Services
Ohio
$423K +$29.5K +492 +8%
MWM
572
Modern Wealth Management
Kansas
$419K +$406K +6,763 New
VFA
573
Valeo Financial Advisors
Indiana
$418K +$405K +6,756 New
AF
574
Affiance Financial
Minnesota
$418K -$23.3K -389 -5%
SOAMC
575
Spirit of America Management Corp
New York
$415K – – –
21 22
23
24 25

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.