Xcel Energy
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$476M |
| 2 |
Morgan Stanley
New York
|
+$399M |
| 3 |
Goldman Sachs
New York
|
+$126M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
+$105M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$88.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$291M |
| 2 |
JP Morgan Chase
New York
|
-$238M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$92.7M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$72.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$58.2M |
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.