Xcel Energy
XEL
926 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 301 reducing their positions, and 111 closing their positions.
193% more call options, than puts
Call options by funds: $94.7M | Put options by funds: $32.4M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
21% more repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 301
0.38% more ownership
Funds ownership: 77.54% → 77.91% (+0.38%)
4% less funds holding
Funds holding: 961 → 926 (-35)
7% less capital invested
Capital invested by funds: $26.5B → $24.6B (-$1.91B)
19% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$520M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$343M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$154M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$94.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$70.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$456M |
| 2 |
JP Morgan Chase
New York
|
-$299M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$252M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$79.6M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$65.8M |
XEL Hedge Fund Activity: Q3 2023 in Review
926 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2023, worth a combined $24.6B — down 7.2% from $26.5B a quarter earlier.
Sellers outnumbered buyers: 111 funds closed out of XEL and 90 opened new positions — a net loss of 21 holders — while 301 trimmed existing stakes and 365 added.
The largest buyer was Vanguard Group, adding an estimated $520M. The largest seller was Bank of America, cutting an estimated $456M.
- 926 institutional investors held Xcel Energy (XEL) as of Q3 2023, down from 961 in Q2 2023.
- Funds reported $24.6B of Xcel Energy stock for Q3 2023, down 7.2% quarter-over-quarter.
- 90 funds opened new Xcel Energy positions in Q3 2023 and 111 closed out, a net change of -21 holders.
- The largest Xcel Energy buyer in Q3 2023 was Vanguard Group, an estimated $520M added.
- The largest Xcel Energy seller in Q3 2023 was Bank of America, an estimated $456M sold.
Based on aggregated 13F filings for Q3 2023.