Xcel Energy
944 hedge funds and large institutions have $29.8B invested in Xcel Energy in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 355 increasing their positions, 296 reducing their positions, and 74 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 7 → 14 (+7)
70% more call options, than puts
Call options by funds: $115M | Put options by funds: $67.5M
46% more capital inflows, than outflows
Capital inflows: $2.57B | Capital outflows: $1.76B
34% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 74
20% more repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 296
2% more funds holding
Funds holding: 930 → 944 (+14)
1.51% more ownership
Funds ownership: 75.8% → 77.31% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$613M |
| 2 |
JP Morgan Chase
New York
|
+$322M |
| 3 |
Natixis
Paris,
France
|
+$180M |
| 4 |
Morgan Stanley
New York
|
+$177M |
| 5 |
BlackRock
New York
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$486M |
| 2 |
Millennium Management
New York
|
-$118M |
| 3 |
Magellan Asset Management
Sydney,
Australia
|
-$102M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$70.5M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$67.7M |
XEL Hedge Fund Activity: Q2 2022 in Review
944 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2022, worth a combined $29.8B — up 0.22% from $29.7B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new XEL positions and 74 closed out — a net gain of 25 holders — while 355 added to existing stakes and 296 trimmed.
The largest buyer was Bank of America, adding an estimated $613M. The largest seller was T. Rowe Price Associates, cutting an estimated $486M.
- 944 institutional investors held Xcel Energy (XEL) as of Q2 2022, up from 930 in Q1 2022.
- Funds reported $29.8B of Xcel Energy stock for Q2 2022, up 0.22% quarter-over-quarter.
- 99 funds opened new Xcel Energy positions in Q2 2022 and 74 closed out, a net change of +25 holders.
- The largest Xcel Energy buyer in Q2 2022 was Bank of America, an estimated $613M added.
- The largest Xcel Energy seller in Q2 2022 was T. Rowe Price Associates, an estimated $486M sold.
Based on aggregated 13F filings for Q2 2022.