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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
Seeyond
France
$3.14M -$251K -3,866 -7%
FDS
252
First Dallas Securities
Texas
$3.13M -$37.1K -571 -1%
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$3.04M +$714 +11 +0%
MML Investors Services
254
MML Investors Services
Massachusetts
$2.99M -$555K -8,557 -16%
SCM
255
Shelton Capital Management
Colorado
$2.95M -$324K -5,000 -10%
NAM
256
Nissay Asset Management
Japan
$2.87M +$137K +2,113 +5%
EIA
257
Edgemoor Investment Advisors
Maryland
$2.79M -$28K -432 -1%
BBNA
258
Bremer Bank National Association
Minnesota
$2.72M +$9.73K +150 +0.4%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$2.68M +$30.4K +468 +1%
UCFA
260
United Capital Financial Advisors
Texas
$2.67M -$359K -5,534 -12%
VAG
261
VisionPoint Advisory Group
Texas
$2.65M +$133K +2,058 +5%
EP
262
Edgestream Partners
New Jersey
$2.65M +$1.71M +26,324 +181%
Rafferty Asset Management
263
Rafferty Asset Management
New York
$2.6M -$32.2K -497 -1%
NMERB
264
New Mexico Educational Retirement Board
New Mexico
$2.58M -$156K -2,400 -6%
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$2.58M +$239K +3,680 +10%
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$2.55M +$2.55M +39,264 New
Verition Fund Management
267
Verition Fund Management
Connecticut
$2.5M +$2.5M +38,552 New
NIS
268
National Investment Services
Wisconsin
$2.49M -$146K -2,248 -6%
LIA
269
LS Investment Advisors
Michigan
$2.46M -$22.4K -346 -0.9%
O
270
Ossiam
France
$2.45M -$2.69M -41,404 -52%
IG
271
ING Group
Netherlands
$2.38M +$1.49M +22,906 +166%
IA
272
Icon Advisers
Colorado
$2.37M – – –
WorldQuant Millennium Advisors
273
WorldQuant Millennium Advisors
New York
$2.37M +$129K +1,982 +6%
RJT
274
Raymond James Trust
Florida
$2.36M +$1.92M +29,588 +439%
SDIC
275
South Dakota Investment Council
South Dakota
$2.31M +$167K +2,570 +8%
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