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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 %
Stifel Financial
251
Stifel Financial
Missouri
$1.78M +$120K +2,950 +7%
ACM
252
Americafirst Capital Management
California
$1.75M +$1.75M +43,023 New
Daiwa Securities Group
253
Daiwa Securities Group
Japan
$1.72M -$1.31M -32,100 -43%
PS
254
Pensionfund Sabic
Netherlands
$1.71M – – –
SSWM
255
Sheets Smith Wealth Management
North Carolina
$1.69M +$2.04K +50 +0.1%
WBC
256
Westpac Banking Corp
Australia
$1.67M +$91.3K +2,069 +6%
CS
257
Candriam SCA
Luxembourg
$1.62M +$107K +2,618 +7%
SGI
258
Summit Global Investments
Utah
$1.6M +$1.6M +39,196 New
CAN
259
Cetera Advisor Networks
California
$1.58M -$185K -4,540 -10%
JG
260
Jefferies Group
New York
$1.57M -$2.86M -70,200 -64%
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$1.55M -$29.3K -720 -2%
Balyasny Asset Management
262
Balyasny Asset Management
Illinois
$1.54M +$1.54M +37,863 New
KRS
263
Kentucky Retirement Systems
Kentucky
$1.5M -$79.9K -1,963 -5%
LMGAM
264
Liberty Mutual Group Asset Management
Massachusetts
$1.5M +$201K +4,944 +16%
BTNA
265
Bremer Trust National Association
Minnesota
$1.48M -$269K -6,598 -15%
CCM
266
Cadence Capital Management
Massachusetts
$1.46M +$1.15M +28,145 +367%
XK
267
Xact Kapitalforvaltning
Sweden
$1.45M +$95.2K +2,340 +7%
Truist Financial
268
Truist Financial
North Carolina
$1.44M -$2.9M -71,319 -67%
CWM
269
CIBC World Markets
New York
$1.42M +$1.42M +34,821 New
GIA
270
Gateway Investment Advisers
Ohio
$1.41M -$6.31K -155 -0.4%
IA
271
Icon Advisers
Colorado
$1.4M +$1.4M +34,500 New
SIM
272
Sentry Investment Management
Wisconsin
$1.38M – – –
Baird Financial Group
273
Baird Financial Group
Wisconsin
$1.37M +$16K +392 +1%
AB
274
Amalgamated Bank
New York
$1.37M +$394K +9,670 +40%
CIM
275
CenturyLink Investment Management
Colorado
$1.37M +$1.37M +33,616 New
9 10
11
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