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Xcel Energy
XEL

849 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 306 increasing their positions, 286 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $107M | Put options by funds: $18.8M

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1% more funds holding

Funds holding: 837 → 849 (+12)

7% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 286

0.99% more ownership

Funds ownership: 75.3% → 76.28% (+0.99%)

1% more capital invested

Capital invested by funds: $26.9B → $27B (+$142M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
849
Holders Change
+12
Holders Change %
+1.43%
% of All Funds
14.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
81
Increased
306
Reduced
286
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$389M
2
JP Morgan Chase
JP Morgan Chase
New York
+$302M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$104M
4
PAM
Panagora Asset Management
Massachusetts
+$51.2M
5
Goldman Sachs
Goldman Sachs
New York
+$43.4M

Top Sellers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
-$408M
2
Swiss National Bank
Swiss National Bank
Switzerland
-$80.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.2M
4
Jane Street
Jane Street
New York
-$40.2M
5
Wells Fargo
Wells Fargo
California
-$36.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
676
Carroll Financial Associates
North Carolina
$170K +$557 +8 +0.3%
KFS
677
Kelly Financial Services
Massachusetts
$170K +$769K +11,045 +6,497%
WWM
678
Wolff Wiese Magana
California
$167K +$209 +3 +0.1%
FCMT
679
Founders Capital Management (Texas)
Texas
$165K – – –
JGIA
680
Jackson Grant Investment Advisers
Connecticut
$157K – – –
PVH
681
Psagot Value Holdings
Israel
$156K +$164K +2,363 New
M
682
MOTCO
Texas
$154K – – –
RTC
683
Riverview Trust Company
Washington
$154K – – –
IF
684
Ironwood Financial
Arizona
$149K – – –
FMTCOCP
685
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K – – –
NICM
686
Neo Ivy Capital Management
New York
$144K +$152K +2,188 New
NIPH
687
NN Investment Partners Holdings
Netherlands
$141K -$48.7K -700 -25%
GC
688
Garde Capital
Washington
$141K -$10.7K -154 -7%
AF
689
Allworth Financial
California
$141K – – –
MCM
690
Manchester Capital Management
Vermont
$138K – – –
VC
691
Vestor Capital
Illinois
$136K – – –
EWM
692
Endurance Wealth Management
Rhode Island
$129K – – –
HDIM
693
Hanson & Doremus Investment Management
Vermont
$128K – – –
FWM
694
Filbrandt Wealth Management
Wisconsin
$123K +$626 +9 +0.5%
SA
695
SRH Advisors
Kansas
$121K – – –
PWMG
696
Prestige Wealth Management Group
New Jersey
$120K +$6.2K +89 +5%
PSIWM
697
Paradigm Strategies in Wealth Management
Minnesota
$115K +$10.2K +147 +9%
SC
698
Steph & Co
Wisconsin
$113K – – –
TCM
699
Tradewinds Capital Management
Washington
$113K – – –
PB
700
Pinnacle Bancorp
Nebraska
$110K – – –
26 27
28
29 30

XEL Hedge Fund Activity: Q2 2021 in Review

849 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2021, worth a combined $27B — up 0.53% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XEL positions and 63 closed out — a net gain of 18 holders — while 306 added to existing stakes and 286 trimmed.

The largest buyer was BlackRock, adding an estimated $389M. The largest seller was Magellan Asset Management, cutting an estimated $408M.

  • 849 institutional investors held Xcel Energy (XEL) as of Q2 2021, up from 837 in Q1 2021.
  • Funds reported $27B of Xcel Energy stock for Q2 2021, up 0.53% quarter-over-quarter.
  • 81 funds opened new Xcel Energy positions in Q2 2021 and 63 closed out, a net change of +18 holders.
  • The largest Xcel Energy buyer in Q2 2021 was BlackRock, an estimated $389M added.
  • The largest Xcel Energy seller in Q2 2021 was Magellan Asset Management, an estimated $408M sold.

Based on aggregated 13F filings for Q2 2021.