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Xcel Energy
XEL

Overview Fund Activity

633 hedge funds and large institutions have $16.9B invested in Xcel Energy in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
15.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
229
Reduced
197
Closed
44
Calls
$5.85M
Puts
$21.2M
Net Calls
-$15.4M
Net Calls Change
-$9.81M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.31B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$172M
3
Ameriprise
3
Ameriprise
Minnesota
$268M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$104M
5
Cohen & Steers
5
Cohen & Steers
New York
$150M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$225M
2
BlackRock
2
BlackRock
New York
$1.85B
3
Capital World Investors
3
Capital World Investors
California
$84.2M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$158M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$2.8M +$88.8K +1,935 +3%
NIPH
227
NN Investment Partners Holdings
Netherlands
$2.74M +$420K +9,158 +18%
PAM
228
Palisade Asset Management
Minnesota
$2.73M -$234K -5,100 -8%
NIS
229
National Investment Services
Wisconsin
$2.68M -$175K -3,817 -6%
FDS
230
First Dallas Securities
Texas
$2.65M -$31.3K -683 -1%
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.63M -$2.66M -58,000 -50%
Nomura Holdings
232
Nomura Holdings
Japan
$2.6M +$2.2M +47,900 +554%
TRSOTSOK
233
Teachers Retirement System of the State of Kentucky
Kentucky
$2.54M -$103K -2,250 -4%
WIC
234
Willis Investment Counsel
Georgia
$2.53M – – –
TFA
235
Transamerica Financial Advisors
Florida
$2.52M +$269K +5,854 +12%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$2.47M +$151K +3,295 +7%
PA
237
Profund Advisors
Maryland
$2.44M +$589K +12,839 +32%
AB
238
Amalgamated Bank
New York
$2.44M +$797K +17,365 +49%
CS
239
Candriam SCA
Luxembourg
$2.43M +$44.3K +965 +2%
OAM
240
Oxford Asset Management
United Kingdom
$2.41M +$1.87M +40,722 +348%
EIA
241
Edgemoor Investment Advisors
Maryland
$2.38M – – –
MCIM
242
Meadow Creek Investment Management
Georgia
$2.37M +$149K +3,248 +7%
WFG
243
Windsor Financial Group
Minnesota
$2.35M – – –
SAM
244
Securian Asset Management
Minnesota
$2.35M +$8.72K +190 +0.4%
CAM
245
Capstone Asset Management
Texas
$2.24M -$35.5K -773 -2%
NMERB
246
New Mexico Educational Retirement Board
New Mexico
$2.23M -$199K -4,200 -8%
LIA
247
LS Investment Advisors
Michigan
$2.21M -$12.5K -272 -0.6%
DF
248
Donoghue Forlines
Massachusetts
$2.14M +$2.14M +46,739 New
RFC
249
Regions Financial Corp
Alabama
$2.14M +$328K +7,146 +18%
WAM
250
World Asset Management
Michigan
$2.14M -$307K -6,681 -13%
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10
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