Xcel Energy
XEL
980 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 330 increasing their positions, 378 reducing their positions, and 136 closing their positions.
8% more call options, than puts
Call options by funds: $130M | Put options by funds: $120M
1.69% less ownership
Funds ownership: 79.76% → 78.07% (-1.7%)
4% less funds holding
Funds holding: 1,017 → 980 (-37)
13% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 378
14% less capital invested
Capital invested by funds: $27.3B → $23.3B (-$3.93B)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less first-time investments, than exits
New positions opened: 109 | Existing positions closed: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$382M |
| 2 |
State Street
Boston,
Massachusetts
|
+$182M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$152M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$141M |
| 5 |
Man Group
London,
United Kingdom
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$944M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$321M |
| 3 |
Morgan Stanley
New York
|
-$173M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$159M |
| 5 |
JP Morgan Chase
New York
|
-$117M |
XEL Hedge Fund Activity: Q1 2024 in Review
980 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2024, worth a combined $23.3B — down 14% from $27.3B a quarter earlier.
Sellers outnumbered buyers: 136 funds closed out of XEL and 109 opened new positions — a net loss of 27 holders — while 378 trimmed existing stakes and 330 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $382M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $944M.
- 980 institutional investors held Xcel Energy (XEL) as of Q1 2024, down from 1,017 in Q4 2023.
- Funds reported $23.3B of Xcel Energy stock for Q1 2024, down 14% quarter-over-quarter.
- 109 funds opened new Xcel Energy positions in Q1 2024 and 136 closed out, a net change of -27 holders.
- The largest Xcel Energy buyer in Q1 2024 was T. Rowe Price Associates, an estimated $382M added.
- The largest Xcel Energy seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $944M sold.
Based on aggregated 13F filings for Q1 2024.