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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 %
Koshinski Asset Management
326
Koshinski Asset Management
Illinois
$957K +$3.58K +78 +0.4%
CPO
327
Cerity Partners OCIO
New York
$951K +$59.8K +1,303 +7%
BWM
328
BerganKDV Wealth Management
Minnesota
$944K -$83.6K -1,821 -8%
DAS
329
Dynamic Advisor Solutions
Arizona
$931K -$98K -2,136 -10%
FNBT
330
FineMark National Bank & Trust
Florida
$909K -$33.7K -735 -4%
SBH
331
Segall Bryant & Hamill
Illinois
$901K – – –
CI
332
Cigna Investments
Connecticut
$900K -$73.1K -1,580 -8%
DIA
333
Dean Investment Associates
Ohio
$899K +$30.1K +656 +3%
HNB
334
Huntington National Bank
Ohio
$896K -$8.85K -193 -1%
NPC
335
National Planning Corporation
California
$894K +$231K +5,078 +35%
FCFC
336
First Commonwealth Financial Corp
Pennsylvania
$881K -$4.08K -89 -0.5%
SIMM
337
Stillwater Investment Management (Minnesota)
Minnesota
$881K +$7.02K +153 +0.8%
GVT
338
Genesee Valley Trust
New York
$880K -$17.4K -379 -2%
GXMC
339
Global X Management Company
New York
$856K +$176K +3,832 +26%
PCM
340
Parsons Capital Management
Rhode Island
$855K – – –
TWI
341
Thomas White International
Illinois
$835K +$835K +18,208 New
WT
342
Whittier Trust
California
$834K – – –
HI
343
Horizon Investments
North Carolina
$811K +$811K +17,802 New
TG
344
TCW Group
California
$781K -$172K -3,743 -18%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$776K +$152K +3,320 +24%
MWNA
346
Marshall Wace North America
New York
$756K +$756K +16,418 New
LOAMS
347
Lombard Odier Asset Management (Switzerland)
Switzerland
$751K +$751K +16,359 New
NSEDCP
348
NJ State Employees Deferred Compensation Plan
New Jersey
$745K – – –
NA
349
NewEdge Advisors
Louisiana
$740K +$156K +3,416 +27%
NFA
350
Nuveen Fund Advisors
Illinois
$737K +$26.2K +570 +4%
12 13
14
15 16