Xcel Energy
833 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.
1,010% more call options, than puts
Call options by funds: $113M | Put options by funds: $10.2M
4% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 284
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 66
1.13% less ownership
Funds ownership: 76.28% → 75.15% (-1.1%)
2% less funds holding
Funds holding: 850 → 833 (-17)
7% less capital invested
Capital invested by funds: $27B → $25.3B (-$1.76B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$145M |
| 2 |
Renaissance Technologies
New York
|
+$116M |
| 3 |
Millennium Management
New York
|
+$84.7M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$84.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$57.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$420M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$325M |
| 3 |
JP Morgan Chase
New York
|
-$145M |
| 4 |
Cohen & Steers
New York
|
-$108M |
| 5 |
BlackRock
New York
|
-$57.9M |
XEL Hedge Fund Activity: Q3 2021 in Review
833 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2021, worth a combined $25.3B — down 6.5% from $27B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of XEL and 62 opened new positions — a net loss of 4 holders — while 284 trimmed existing stakes and 295 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $145M. The largest seller was Capital World Investors, cutting an estimated $420M.
- 833 institutional investors held Xcel Energy (XEL) as of Q3 2021, down from 850 in Q2 2021.
- Funds reported $25.3B of Xcel Energy stock for Q3 2021, down 6.5% quarter-over-quarter.
- 62 funds opened new Xcel Energy positions in Q3 2021 and 66 closed out, a net change of -4 holders.
- The largest Xcel Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $145M added.
- The largest Xcel Energy seller in Q3 2021 was Capital World Investors, an estimated $420M sold.
Based on aggregated 13F filings for Q3 2021.