Xcel Energy
961 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, 334 reducing their positions, and 96 closing their positions.
526% more call options, than puts
Call options by funds: $65.9M | Put options by funds: $10.5M
1% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 334
0.7% less ownership
Funds ownership: 78.23% → 77.54% (-0.7%)
1% less funds holding
Funds holding: 969 → 961 (-8)
4% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 96
9% less capital invested
Capital invested by funds: $29B → $26.5B (-$2.47B)
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
Top Sellers
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$221M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$126M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$112M |
| 4 |
Cohen & Steers
New York
|
-$108M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
1051
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$3.64K | -54 | Closed |
|
|
MIA
1052
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$2.7K | -40 | Closed |
|
|
HWA
1053
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$2.43K | -36 | Closed |
|
1054
Parallax Volatility Advisers
San Francisco,
California
| – | -$2.02K | -30 | Closed |
|
|
FSWA
1055
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$1.01K | -15 | Closed |
|
|
PVH
1056
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$467 | -7 | -78% |
|
|
AW
1057
Avion Wealth
The Woodlands,
Texas
| – | +$67 | +1 | +7% |
|
XEL Hedge Fund Activity: Q2 2023 in Review
961 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2023, worth a combined $26.5B — down 8.5% from $29B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of XEL and 92 opened new positions — a net loss of 4 holders — while 334 trimmed existing stakes and 337 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $174M. The largest seller was Magellan Asset Management, cutting an estimated $221M.
- 961 institutional investors held Xcel Energy (XEL) as of Q2 2023, down from 969 in Q1 2023.
- Funds reported $26.5B of Xcel Energy stock for Q2 2023, down 8.5% quarter-over-quarter.
- 92 funds opened new Xcel Energy positions in Q2 2023 and 96 closed out, a net change of -4 holders.
- The largest Xcel Energy buyer in Q2 2023 was Massachusetts Financial Services, an estimated $174M added.
- The largest Xcel Energy seller in Q2 2023 was Magellan Asset Management, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2023.