Xcel Energy
983 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 360 increasing their positions, 303 reducing their positions, and 62 closing their positions.
597% more call options, than puts
Call options by funds: $80.5M | Put options by funds: $11.5M
111% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 62
19% more repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 303
9% more capital invested
Capital invested by funds: $27.1B → $29.6B (+$2.46B)
5% more funds holding
Funds holding: 937 → 983 (+46)
0.13% less ownership
Funds ownership: 77.38% → 77.25% (-0.13%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$547M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$142M |
| 3 |
BlackRock
New York
|
+$81.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$78.7M |
| 5 |
Morgan Stanley
New York
|
+$66.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$250M |
| 2 |
JP Morgan Chase
New York
|
-$205M |
| 3 |
N
Natixis
Paris,
France
|
-$164M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$163M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$146M |
XEL Hedge Fund Activity: Q4 2022 in Review
983 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2022, worth a combined $29.6B — up 9.1% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new XEL positions and 62 closed out — a net gain of 69 holders — while 360 added to existing stakes and 303 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $547M. The largest seller was T. Rowe Price Associates, cutting an estimated $250M.
- 983 institutional investors held Xcel Energy (XEL) as of Q4 2022, up from 937 in Q3 2022.
- Funds reported $29.6B of Xcel Energy stock for Q4 2022, up 9.1% quarter-over-quarter.
- 131 funds opened new Xcel Energy positions in Q4 2022 and 62 closed out, a net change of +69 holders.
- The largest Xcel Energy buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $547M added.
- The largest Xcel Energy seller in Q4 2022 was T. Rowe Price Associates, an estimated $250M sold.
Based on aggregated 13F filings for Q4 2022.