Xcel Energy
930 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 373 increasing their positions, 281 reducing their positions, and 63 closing their positions.
367% more call options, than puts
Call options by funds: $116M | Put options by funds: $24.9M
56% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 63
33% more repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 281
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more capital invested
Capital invested by funds: $27.6B → $29.6B (+$2.07B)
2% more funds holding
Funds holding: 910 → 930 (+20)
0.09% less ownership
Funds ownership: 75.91% → 75.82% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$1.18B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$283M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$184M |
| 4 |
State Street
Boston,
Massachusetts
|
+$149M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$871M |
| 2 |
BlackRock
New York
|
-$548M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$182M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$87.6M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$87.5M |
XEL Hedge Fund Activity: Q1 2022 in Review
930 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2022, worth a combined $29.6B — up 7.5% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new XEL positions and 63 closed out — a net gain of 35 holders — while 373 added to existing stakes and 281 trimmed.
The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $1.18B. The largest seller was Magellan Asset Management, cutting an estimated $871M.
- 930 institutional investors held Xcel Energy (XEL) as of Q1 2022, up from 910 in Q4 2021.
- Funds reported $29.6B of Xcel Energy stock for Q1 2022, up 7.5% quarter-over-quarter.
- 98 funds opened new Xcel Energy positions in Q1 2022 and 63 closed out, a net change of +35 holders.
- The largest Xcel Energy buyer in Q1 2022 was Aristotle Capital Management, an estimated $1.18B added.
- The largest Xcel Energy seller in Q1 2022 was Magellan Asset Management, an estimated $871M sold.
Based on aggregated 13F filings for Q1 2022.