Xcel Energy
850 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 307 increasing their positions, 283 reducing their positions, and 63 closing their positions.
471% more call options, than puts
Call options by funds: $107M | Put options by funds: $18.8M
30% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 63
2% more funds holding
Funds holding: 837 → 850 (+13)
1.04% more ownership
Funds ownership: 75.24% → 76.28% (+1%)
8% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 283
1% more capital invested
Capital invested by funds: $26.9B → $27B (+$148M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$389M |
| 2 |
JP Morgan Chase
New York
|
+$302M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$104M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$51.2M |
| 5 |
Goldman Sachs
New York
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$408M |
| 2 |
Swiss National Bank
Zurich,
Switzerland
|
-$80.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48.2M |
| 4 |
Jane Street
New York
|
-$40.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$36.1M |
XEL Hedge Fund Activity: Q2 2021 in Review
850 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2021, worth a combined $27B — up 0.55% from $26.9B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new XEL positions and 63 closed out — a net gain of 19 holders — while 307 added to existing stakes and 283 trimmed.
The largest buyer was BlackRock, adding an estimated $389M. The largest seller was Magellan Asset Management, cutting an estimated $408M.
- 850 institutional investors held Xcel Energy (XEL) as of Q2 2021, up from 837 in Q1 2021.
- Funds reported $27B of Xcel Energy stock for Q2 2021, up 0.55% quarter-over-quarter.
- 82 funds opened new Xcel Energy positions in Q2 2021 and 63 closed out, a net change of +19 holders.
- The largest Xcel Energy buyer in Q2 2021 was BlackRock, an estimated $389M added.
- The largest Xcel Energy seller in Q2 2021 was Magellan Asset Management, an estimated $408M sold.
Based on aggregated 13F filings for Q2 2021.