Xcel Energy
XEL
969 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 77 closing their positions.
600% more call options, than puts
Call options by funds: $101M | Put options by funds: $14.4M
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
19% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 77
18% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 310
0.98% more ownership
Funds ownership: 77.25% → 78.23% (+0.98%)
2% less capital invested
Capital invested by funds: $29.6B → $29B (-$557M)
1% less funds holding
Funds holding: 983 → 969 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$466M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$153M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$145M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$137M |
| 5 |
Cohen & Steers
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$196M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$130M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$99.5M |
| 4 |
JP Morgan Chase
New York
|
-$77.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$67.1M |
XEL Hedge Fund Activity: Q1 2023 in Review
969 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q1 2023, worth a combined $29B — down 1.9% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new XEL positions and 77 closed out — a net gain of 15 holders — while 367 added to existing stakes and 310 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $466M. The largest seller was T. Rowe Price Associates, cutting an estimated $196M.
- 969 institutional investors held Xcel Energy (XEL) as of Q1 2023, down from 983 in Q4 2022.
- Funds reported $29B of Xcel Energy stock for Q1 2023, down 1.9% quarter-over-quarter.
- 92 funds opened new Xcel Energy positions in Q1 2023 and 77 closed out, a net change of +15 holders.
- The largest Xcel Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $466M added.
- The largest Xcel Energy seller in Q1 2023 was T. Rowe Price Associates, an estimated $196M sold.
Based on aggregated 13F filings for Q1 2023.