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Xcel Energy
XEL

926 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 301 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $32.4M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 301

0.38% more ownership

Funds ownership: 77.54% → 77.91% (+0.38%)

4% less funds holding

Funds holding: 961 → 926 (-35)

7% less capital invested

Capital invested by funds: $26.5B → $24.6B (-$1.91B)

19% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 111

Holders
926
Holders Change
-35
Holders Change %
-3.64%
% of All Funds
14.7%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
301
Closed
111
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$520M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$343M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$154M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$70.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$456M
2
JP Morgan Chase
JP Morgan Chase
New York
-$299M
3
Ameriprise
Ameriprise
Minnesota
-$252M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$79.6M
5
BC
Brookfield Corp
Ontario, Canada
-$65.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
926
Virginia Retirement Systems
Virginia
– -$27.6M -443,304 Closed
SSA
927
Schonfeld Strategic Advisors
New York
– -$24.9M -400,327 Closed
ECM
928
ExodusPoint Capital Management
New York
– -$14.3M -229,582 Closed
ZP
929
Zimmer Partners
New York
– -$12.4M -200,000 Closed
TC
930
TwinBeech Capital
New York
– -$10.8M -172,952 Closed
SIA
931
Sit Investment Associates
Minnesota
– -$9.43M -151,610 Closed
NEI
932
Northwest & Ethical Investments
Ontario, Canada
– -$7.97M -128,156 Closed
YCM
933
Yaupon Capital Management
New York
– -$7.71M -123,939 Closed
CCM
934
Cinctive Capital Management
New York
– -$6.6M -106,156 Closed
SLAM
935
Swiss Life Asset Management
– -$6.25M -100,479 Closed
ACM
936
Aquatic Capital Management
Illinois
– -$6.02M -96,900 Closed
DRP
937
Decade Renewable Partners
Texas
– -$4.82M -77,500 Closed
YIH
938
Y-Intercept (HK)
Hong Kong
– -$4.66M -74,969 Closed
RPI
939
Railway Pension Investments
United Kingdom
– -$4.02M -64,700 Closed
PMEF
940
Point72 Middle East FZE
United Arab Emirates
– -$3.42M -56,950 Closed
MF
941
Magnetar Financial
Illinois
– -$3.16M -50,808 Closed
FC
942
FORA Capital
Florida
– -$2.8M -45,070 Closed
Acadian Asset Management
943
Acadian Asset Management
Massachusetts
– -$2.29M -36,792 Closed
FDS
944
First Dallas Securities
Texas
– -$2.23M -35,922 Closed
RBA
945
Richard Bernstein Advisors
New York
– -$2.22M -35,649 Closed
PFA
946
Peak Financial Advisors
Colorado
– -$2.16M -34,766 Closed
Walleye Trading
947
Walleye Trading
New York
– -$1.7M -28,252 Closed
QIM
948
Quantitative Investment Management
Virginia
– -$1.45M -23,288 Closed
WCA
949
Waratah Capital Advisors
Ontario, Canada
– -$1.26M -20,207 Closed
NICM
950
Neo Ivy Capital Management
New York
– -$1.2M -19,317 Closed
36 37
38
39 40

XEL Hedge Fund Activity: Q3 2023 in Review

926 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2023, worth a combined $24.6B — down 7.2% from $26.5B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XEL and 90 opened new positions — a net loss of 21 holders — while 301 trimmed existing stakes and 365 added.

The largest buyer was Vanguard Group, adding an estimated $520M. The largest seller was Bank of America, cutting an estimated $456M.

  • 926 institutional investors held Xcel Energy (XEL) as of Q3 2023, down from 961 in Q2 2023.
  • Funds reported $24.6B of Xcel Energy stock for Q3 2023, down 7.2% quarter-over-quarter.
  • 90 funds opened new Xcel Energy positions in Q3 2023 and 111 closed out, a net change of -21 holders.
  • The largest Xcel Energy buyer in Q3 2023 was Vanguard Group, an estimated $520M added.
  • The largest Xcel Energy seller in Q3 2023 was Bank of America, an estimated $456M sold.

Based on aggregated 13F filings for Q3 2023.