Xcel Energy
820 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 290 reducing their positions, and 80 closing their positions.
99% more call options, than puts
Call options by funds: $37.9M | Put options by funds: $19M
5% more capital invested
Capital invested by funds: $24.5B → $25.8B (+$1.28B)
1.06% more ownership
Funds ownership: 77.45% → 78.51% (+1.1%)
4% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 290
3% less funds holding
Funds holding: 842 → 820 (-22)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
15% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$767M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$320M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$172M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$136M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$272M |
| 2 |
Renaissance Technologies
New York
|
-$182M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$137M |
| 4 |
BlackRock
New York
|
-$134M |
| 5 |
JP Morgan Chase
New York
|
-$120M |
XEL Hedge Fund Activity: Q2 2020 in Review
820 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2020, worth a combined $25.8B — up 5.2% from $24.5B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of XEL and 68 opened new positions — a net loss of 12 holders — while 290 trimmed existing stakes and 279 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $767M. The largest seller was Boston Partners, exiting entirely with an estimated $272M sold.
- 820 institutional investors held Xcel Energy (XEL) as of Q2 2020, down from 842 in Q1 2020.
- Funds reported $25.8B of Xcel Energy stock for Q2 2020, up 5.2% quarter-over-quarter.
- 68 funds opened new Xcel Energy positions in Q2 2020 and 80 closed out, a net change of -12 holders.
- The largest Xcel Energy buyer in Q2 2020 was Capital International Investors, an estimated $767M added.
- The largest Xcel Energy seller in Q2 2020 was Boston Partners, an estimated $272M sold.
Based on aggregated 13F filings for Q2 2020.