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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 %
William Blair & Company
301
William Blair & Company
Illinois
$1.11M +$407 +10 +0%
VKH
302
Virtu KCG Holdings
New York
$1.1M -$2.19M -53,835 -66%
AMI
303
Amica Mutual Insurance
Rhode Island
$1.09M +$1.09M +26,713 New
GL
304
GLG LLC
New York
$1.08M -$40.7K -1,000 -4%
FAAS
305
First Allied Advisory Services
California
$1.07M +$264K +6,482 +33%
TCT
306
TIAA CREF Trust
Missouri
$1.06M +$12.6K +310 +1%
OI
307
Oakbrook Investments
Illinois
$1.05M -$146K -3,600 -12%
PAG
308
Private Advisor Group
New Jersey
$1.05M +$549K +13,490 +110%
GWM
309
Geneos Wealth Management
Colorado
$1.04M +$22.7K +557 +2%
DAS
310
Dynamic Advisor Solutions
Arizona
$1.01M +$11.4K +281 +1%
Neuberger Berman Group
311
Neuberger Berman Group
New York
$991K -$14.7K -360 -1%
VF
312
Virtu Financial
New York
$969K +$969K +23,813 New
NIA
313
Northstar Investment Advisors
Colorado
$956K -$141K -3,455 -13%
Envestnet Asset Management
314
Envestnet Asset Management
Illinois
$946K -$26.5K -651 -3%
PG
315
PEAK6 Group
Illinois
$944K +$944K +23,195 New
M&T Bank
316
M&T Bank
New York
$927K -$43.5K -1,071 -4%
KFP
317
Keystone Financial Planning
Ohio
$903K – – –
FNBT
318
FineMark National Bank & Trust
Florida
$893K +$217K +5,350 +32%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$885K -$30.9K -760 -3%
EVM
320
Eaton Vance Management
Massachusetts
$882K +$50K +1,230 +6%
AIL
321
AGF Investments LLC
Ontario, Canada
$863K +$863K +21,192 New
BWM
322
BerganKDV Wealth Management
Minnesota
$862K +$16.6K +407 +2%
SI
323
SII Investments
Wisconsin
$845K +$15.8K +390 +2%
KeyBank National Association
324
KeyBank National Association
Ohio
$844K -$811K -19,928 -49%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$838K -$14.2K -348 -2%
11 12
13
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