Xcel Energy
938 hedge funds and large institutions have $27.1B invested in Xcel Energy in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 368 increasing their positions, 282 reducing their positions, and 73 closing their positions.
31% more call options, than puts
Call options by funds: $73.5M | Put options by funds: $56.1M
30% more repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 282
11% more capital inflows, than outflows
Capital inflows: $1.66B | Capital outflows: $1.49B
3% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 73
0.07% more ownership
Funds ownership: 77.31% → 77.38% (+0.07%)
1% less funds holding
Funds holding: 944 → 938 (-6)
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$252M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$220M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$87.4M |
| 4 |
Renaissance Technologies
New York
|
+$84.8M |
| 5 |
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$595M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$75.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$71.1M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$65.5M |
| 5 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$45.9M |
XEL Hedge Fund Activity: Q3 2022 in Review
938 of the 5,833 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2022, worth a combined $27.1B — down 8.9% from $29.8B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new XEL positions and 73 closed out — a net gain of 2 holders — while 368 added to existing stakes and 282 trimmed.
The largest buyer was Millennium Management, adding an estimated $252M. The largest seller was T. Rowe Price Associates, cutting an estimated $595M.
- 938 institutional investors held Xcel Energy (XEL) as of Q3 2022, down from 944 in Q2 2022.
- Funds reported $27.1B of Xcel Energy stock for Q3 2022, down 8.9% quarter-over-quarter.
- 75 funds opened new Xcel Energy positions in Q3 2022 and 73 closed out, a net change of +2 holders.
- The largest Xcel Energy buyer in Q3 2022 was Millennium Management, an estimated $252M added.
- The largest Xcel Energy seller in Q3 2022 was T. Rowe Price Associates, an estimated $595M sold.
Based on aggregated 13F filings for Q3 2022.