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Xcel Energy
XEL

Overview Fund Activity

627 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
94
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$355M
2
AQR Capital Management
AQR Capital Management
Connecticut
$197M
3
Millennium Management
Millennium Management
New York
$204M
4
Wells Fargo
Wells Fargo
California
$165M
5
Victory Capital Management
Victory Capital Management
Texas
$132M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$120M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$460M
3
TCIM
TIAA CREF Investment Management
New York
$191M
4
Principal Financial Group
Principal Financial Group
Iowa
$31.1M
5
Capital World Investors
Capital World Investors
California
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
226
LPL Financial
California
$2.37M +$1.59M +39,104 +203%
NIS
227
National Investment Services
Wisconsin
$2.35M +$2.35M +57,642 New
DILIC
228
Dai-ichi Life Insurance Company
Japan
$2.33M +$2.33M +57,266 New
EIA
229
Edgemoor Investment Advisors
Maryland
$2.27M – – –
WIC
230
Willis Investment Counsel
Georgia
$2.24M +$40.7K +1,000 +2%
SWP
231
Stratos Wealth Partners
Ohio
$2.23M +$58.2K +1,429 +3%
Nomura Holdings
232
Nomura Holdings
Japan
$2.23M +$717K +17,632 +47%
SO
233
STRS Ohio
Ohio
$2.23M +$248K +6,095 +13%
NMERB
234
New Mexico Educational Retirement Board
New Mexico
$2.21M +$118K +2,900 +6%
WRHAM
235
W.R. Huff Asset Management
Florida
$2.2M -$2.04K -50 -0.1%
IRF
236
IBM Retirement Fund
New York
$2.16M +$90K +2,086 +4%
LIA
237
LS Investment Advisors
Michigan
$2.11M +$103K +2,531 +5%
NIPH
238
NN Investment Partners Holdings
Netherlands
$2.06M -$11.8K -289 -0.6%
SAM
239
Securian Asset Management
Minnesota
$2.06M +$32.9K +809 +2%
VanEck Associates
240
VanEck Associates
New York
$2.05M -$97.6K -2,397 -5%
CAM
241
Capstone Asset Management
Texas
$2.04M -$814 -20 -0%
TFA
242
Transamerica Financial Advisors
Florida
$1.98M +$41.5K +1,020 +2%
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$1.98M +$222K +5,449 +13%
WAM
244
World Asset Management
Michigan
$1.98M -$164K -4,029 -8%
PA
245
Profund Advisors
Maryland
$1.95M -$378K -9,295 -16%
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
$1.91M -$220K -5,403 -10%
RFC
247
Regions Financial Corp
Alabama
$1.86M -$216K -5,311 -10%
Calamos Advisors
248
Calamos Advisors
Illinois
$1.84M -$24.7K -606 -1%
MCIM
249
Meadow Creek Investment Management
Georgia
$1.83M +$1.83M +45,040 New
CIM
250
Corda Investment Management
Texas
$1.83M +$26K +640 +1%
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