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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
V
951
Veritable
Delaware
– -$1.2M -19,256 Closed
HVM
952
Harvest Volatility Management
Connecticut
– -$1.05M -16,952 Closed
OTL
953
Oak Thistle LLC
New York
– -$1.04M -16,711 Closed
DAS
954
Dynamic Advisor Solutions
Arizona
– -$1.01M -16,244 Closed
I
955
InceptionR
California
– -$863K -13,877 Closed
XT
956
XTX Topco
Cayman Islands
– -$814K -13,092 Closed
PRC
957
Pearl River Capital
Michigan
– -$801K -12,885 Closed
TCM
958
Teza Capital Management
Illinois
– -$689K -11,087 Closed
SI
959
Shaker Investments
Ohio
– -$663K -10,658 Closed
SM
960
Sciencast Management
New Jersey
– -$603K -9,537 Closed
CIM
961
Chiron Investment Management
New York
– -$585K -9,411 Closed
PWM
962
Perigon Wealth Management
California
– -$576K -9,270 Closed
JF
963
JSF Financial
California
– -$506K -8,133 Closed
OCBCO
964
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$488K -7,843 Closed
GC
965
Garde Capital
Washington
– -$460K -7,400 Closed
SP
966
Symmetry Partners
Connecticut
– -$441K -7,090 Closed
CM
967
Capula Management
Cayman Islands
– -$434K -6,980 Closed
ACM
968
AlphaStar Capital Management
North Carolina
– -$426K -6,848 Closed
BTWM
969
Baker Tilly Wealth Management
Wisconsin
– -$408K -6,570 Closed
CCIA
970
Campbell & Co Investment Adviser
Maryland
– -$399K -6,415 Closed
DCM
971
Donaldson Capital Management
Indiana
– -$397K -6,388 Closed
MM
972
MQS Management
New York
– -$395K -6,348 Closed
CWP
973
CFM Wealth Partners
Texas
– -$392K -6,300 Closed
NRD
974
Nebula Research & Development
New York
– -$391K -6,290 Closed
JFG
975
Jefferies Financial Group
New York
– -$372K -5,987 Closed
37 38
39
40 41

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.