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Xcel Energy
XEL

1,017 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 367 increasing their positions, 326 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $155M | Put options by funds: $32.9M

154% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 67

13% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 326

11% more capital invested

Capital invested by funds: $24.6B → $27.3B (+$2.64B)

10% more funds holding

Funds holding: 926 → 1,017 (+91)

1.85% more ownership

Funds ownership: 77.91% → 79.76% (+1.8%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
1,017
Holders Change
+91
Holders Change %
+9.83%
% of All Funds
14.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
170
Increased
367
Reduced
326
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$399M
3
Goldman Sachs
Goldman Sachs
New York
+$126M
4
ECM
ExodusPoint Capital Management
New York
+$105M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$88.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$291M
2
JP Morgan Chase
JP Morgan Chase
New York
-$238M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.7M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$72.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
801
Washington Trust
Rhode Island
$151K +$7.02K +117 +5%
CT
802
Colonial Trust
South Carolina
$149K +$2.46K +41 +2%
JGIA
803
Jackson Grant Investment Advisers
Connecticut
$147K – – –
Kayne Anderson Rudnick Investment Management
804
Kayne Anderson Rudnick Investment Management
California
$140K +$136K +2,261 +226,100%
A
805
AJOVista
Massachusetts
$139K +$134K +2,239 New
WT
806
Whittier Trust
California
$138K -$77.8K -1,296 -37%
SIS
807
Sound Income Strategies
Florida
$135K +$60K +1,000 +84%
Acadian Asset Management
808
Acadian Asset Management
Massachusetts
$135K +$131K +2,182 New
WWM
809
Wolff Wiese Magana
California
$133K +$180 +3 +0.1%
DJSG
810
D.J. St. Germain
Massachusetts
$127K – – –
HPC
811
HM Payson & Co
Maine
$127K +$14.3K +238 +13%
SA
812
Scarborough Advisors
Maryland
$125K +$121K +2,018 New
ECM
813
Elgethun Capital Management
South Dakota
$124K – – –
LFA
814
LGT Financial Advisors
Texas
$121K +$1.92K +32 +2%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$117K +$32.2K +536 +40%
SA
816
SRH Advisors
Kansas
$113K – – –
FCT
817
First Community Trust
Iowa
$111K – – –
LSA
818
Leonteq Securities AG
Switzerland
$110K – – –
VC
819
Vestor Capital
Illinois
$110K -$37.3K -621 -26%
SC
820
Steph & Co
Wisconsin
$106K – – –
FRA
821
Front Row Advisors
California
$105K – – –
First Manhattan
822
First Manhattan
New York
$105K +$120 +2 +0.1%
WTC
823
WhitTier Trust Company
Nevada
$105K +$49.9K +831 +96%
HCP
824
Hexagon Capital Partners
Arkansas
$105K +$3.78K +63 +4%
PCMC
825
Planning Capital Management Corporation
Pennsylvania
$104K +$101K +1,686 New
31 32
33
34 35

XEL Hedge Fund Activity: Q4 2023 in Review

1,017 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2023, worth a combined $27.3B — up 11% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new XEL positions and 67 closed out — a net gain of 103 holders — while 367 added to existing stakes and 326 trimmed.

The largest buyer was Vanguard Group, adding an estimated $476M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $291M.

  • 1,017 institutional investors held Xcel Energy (XEL) as of Q4 2023, up from 926 in Q3 2023.
  • Funds reported $27.3B of Xcel Energy stock for Q4 2023, up 11% quarter-over-quarter.
  • 170 funds opened new Xcel Energy positions in Q4 2023 and 67 closed out, a net change of +103 holders.
  • The largest Xcel Energy buyer in Q4 2023 was Vanguard Group, an estimated $476M added.
  • The largest Xcel Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2023.