Xcel Energy
XEL
937 hedge funds and large institutions have $27.1B invested in Xcel Energy in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 368 increasing their positions, 281 reducing their positions, and 73 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 281
31% more call options, than puts
Call options by funds: $73.5M | Put options by funds: $56.1M
4% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 73
0.1% more ownership
Funds ownership: 77.31% → 77.41% (+0.1%)
1% less funds holding
Funds holding: 942 → 937 (-5)
9% less capital invested
Capital invested by funds: $29.7B → $27.1B (-$2.67B)
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$252M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$220M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$87.4M |
| 4 |
Renaissance Technologies
New York
|
+$84.8M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$595M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$75.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$71.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$65.5M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$45.9M |
XEL Hedge Fund Activity: Q3 2022 in Review
937 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2022, worth a combined $27.1B — down 9% from $29.7B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new XEL positions and 73 closed out — a net gain of 3 holders — while 368 added to existing stakes and 281 trimmed.
The largest buyer was Millennium Management, adding an estimated $252M. The largest seller was T. Rowe Price Associates, cutting an estimated $595M.
- 937 institutional investors held Xcel Energy (XEL) as of Q3 2022, down from 942 in Q2 2022.
- Funds reported $27.1B of Xcel Energy stock for Q3 2022, down 9% quarter-over-quarter.
- 76 funds opened new Xcel Energy positions in Q3 2022 and 73 closed out, a net change of +3 holders.
- The largest Xcel Energy buyer in Q3 2022 was Millennium Management, an estimated $252M added.
- The largest Xcel Energy seller in Q3 2022 was T. Rowe Price Associates, an estimated $595M sold.
Based on aggregated 13F filings for Q3 2022.