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Xcel Energy
XEL

942 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 355 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 7 → 14 (+7)

44% more call options, than puts

Call options by funds: $115M | Put options by funds: $79.6M

30% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 295

1.49% more ownership

Funds ownership: 75.82% → 77.31% (+1.5%)

1% more funds holding

Funds holding: 930 → 942 (+12)

0% more capital invested

Capital invested by funds: $29.6B → $29.7B (+$107M)

Holders
942
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
15.87%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
99
Increased
355
Reduced
295
Closed
76
Calls
$115M
Puts
$79.6M
Net Calls
+$35.2M
Net Calls Change
-$56.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$613M
2
JP Morgan Chase
JP Morgan Chase
New York
+$322M
3
N
Natixis
France
+$180M
4
Morgan Stanley
Morgan Stanley
New York
+$177M
5
BlackRock
BlackRock
New York
+$127M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$486M
2
Millennium Management
Millennium Management
New York
-$118M
3
MAM
Magellan Asset Management
Australia
-$102M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$70.5M
5
N
Nuveen
North Carolina
-$67.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
801
Washington Trust Advisors
Massachusetts
$81K +$437 +6 +0.5%
EW
802
Evoke Wealth
California
$80K – – –
FCA
803
FinTrust Capital Advisors
South Carolina
$79K – – –
WAS
804
Winch Advisory Services
Wisconsin
$78K +$364 +5 +0.5%
LS
805
Leelyn Smith
Illinois
$76K – – –
BCWM
806
Bartlett & Co Wealth Management
Ohio
$74.2K – – –
BC
807
Bartlett & Co
Ohio
$74K – – –
CHA
808
Carmichael Hill & Associates
Maryland
$73K – – –
NSIM
809
North Star Investment Management
Illinois
$73K – – –
LWP
810
Laurel Wealth Planning
Minnesota
$73K +$2.69K +37 +4%
MMG
811
Monetary Management Group
Missouri
$71K – – –
KC
812
Kepos Capital
New York
$70K -$543K -7,469 -88%
AA
813
Addison Advisors
Vermont
$70K – – –
Capstone Investment Advisors
814
Capstone Investment Advisors
New York
$70K +$72K +990 New
IA
815
IFS Advisors
Kansas
$67K – – –
TVWM
816
Tower View Wealth Management
Wisconsin
$65K – – –
AA
817
Ancora Advisors
Ohio
$64K – – –
RAM
818
Riggs Asset Management
Pennsylvania
$64K – – –
APP
819
Alpha Paradigm Partners
Illinois
$64K +$65.9K +906 New
BWA
820
BDO Wealth Advisors
Florida
$63K – – –
NICM
821
Neo Ivy Capital Management
New York
$61K +$63K +866 New
HC
822
Hoese & Co
Minnesota
$59K – – –
AS
823
Altshuler Shaham
Israel
$59K +$509 +7 +0.9%
COCM
824
Charter Oak Capital Management
New Hampshire
$57K – – –
NL
825
NVWM LLC
Pennsylvania
$57K – – –
31 32
33
34 35

XEL Hedge Fund Activity: Q2 2022 in Review

942 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2022, worth a combined $29.7B — up 0.36% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XEL positions and 76 closed out — a net gain of 23 holders — while 355 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $613M. The largest seller was T. Rowe Price Associates, cutting an estimated $486M.

  • 942 institutional investors held Xcel Energy (XEL) as of Q2 2022, up from 930 in Q1 2022.
  • Funds reported $29.7B of Xcel Energy stock for Q2 2022, up 0.36% quarter-over-quarter.
  • 99 funds opened new Xcel Energy positions in Q2 2022 and 76 closed out, a net change of +23 holders.
  • The largest Xcel Energy buyer in Q2 2022 was Bank of America, an estimated $613M added.
  • The largest Xcel Energy seller in Q2 2022 was T. Rowe Price Associates, an estimated $486M sold.

Based on aggregated 13F filings for Q2 2022.