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Xcel Energy
XEL

Overview Fund Activity

957 hedge funds and large institutions have $26.5B invested in Xcel Energy in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 337 increasing their positions, 332 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
92
Increased
337
Reduced
332
Closed
96
Calls
$65.9M
Puts
$10.5M
Net Calls
+$55.4M
Net Calls Change
-$31.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$992M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$82M
3
Morgan Stanley
Morgan Stanley
New York
$367M
4
IIM
INTECH Investment Management
Florida
$54.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$985M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$204M
2
Deutsche Bank
Deutsche Bank
Germany
$122M
3
ESCM
Echo Street Capital Management
New York
$0
4
Cohen & Steers
Cohen & Steers
New York
$2.16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
951
Perritt Capital Management
Illinois
$373 +$373 +6 New
CA
952
Crewe Advisors
Utah
$187 -$37.3K -598 -100%
BWM
953
Baystate Wealth Management
Massachusetts
$63 – – –
Kayne Anderson Rudnick Investment Management
954
Kayne Anderson Rudnick Investment Management
California
$62 – – –
LF
955
Lee Financial
Texas
$26 -$3.4K -50 Closed
ESCM
956
Echo Street Capital Management
New York
– -$112M -1,658,108 Closed
N
957
Natixis
France
– -$32.6M -482,734 Closed
HHAM
958
HITE Hedge Asset Management
Massachusetts
– -$27.2M -403,812 Closed
LP
959
LMR Partners
United Kingdom
– -$16.9M -249,986 Closed
GCM
960
Greenland Capital Management
New York
– -$10.7M -158,341 Closed
E
961
Ergoteles
New York
– -$10.1M -150,294 Closed
ACG
962
Aventail Capital Group
New York
– -$9.82M -145,540 Closed
Two Sigma Advisers
963
Two Sigma Advisers
New York
– -$9.23M -136,900 Closed
Walleye Capital
964
Walleye Capital
New York
– -$6.35M -94,086 Closed
UFG
965
United Fire Group
Iowa
– -$6.07M -90,000 Closed
KHCM
966
Kettle Hill Capital Management
New York
– -$5M -74,081 Closed
Nomura Holdings
967
Nomura Holdings
Japan
– -$4.37M -64,810 Closed
IAN
968
Integrated Advisors Network
Texas
– -$3.7M -54,823 Closed
IAIM
969
Industrial Alliance Investment Management
Quebec, Canada
– -$3.01M -44,661 Closed
EMPI
970
Elo Mutual Pension Insurance
Finland
– -$2.95M -43,696 Closed
RA
971
Rovida Advisors
Florida
– -$2.7M -40,000 Closed
FG
972
Formula Growth
Quebec, Canada
– -$1.48M -22,000 Closed
EP
973
Edgestream Partners
New Jersey
– -$1.32M -19,530 Closed
VIM
974
Vinva Investment Management
Australia
– -$1.16M -17,358 Closed
CAM
975
Costello Asset Management
Pennsylvania
– -$1.17M -17,318 Closed
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