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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 %
OI
326
Oakbrook Investments
Illinois
$1.39M -$195K -3,000 -12%
FAAS
327
First Allied Advisory Services
California
$1.35M -$26.9K -416 -2%
OPA
328
Old Port Advisors
Maine
$1.34M -$23.1K -358 -2%
FCFC
329
First Commonwealth Financial Corp
Pennsylvania
$1.33M +$24.7K +381 +2%
TPA
330
Trivium Point Advisory
Connecticut
$1.33M -$353K -5,521 -21%
SG
331
Swarthmore Group
Pennsylvania
$1.32M +$1.32M +20,300 New
NMIMC
332
Northwestern Mutual Investment Management Company
Wisconsin
$1.3M +$29K +447 +2%
OSIA
333
O'Shares Investment Advisers
Massachusetts
$1.29M -$318K -4,895 -20%
DWT
334
Dorsey & Whitney Trust
South Dakota
$1.27M -$32.1K -495 -2%
Credit Agricole
335
Credit Agricole
France
$1.25M – – –
GCA
336
Gideon Capital Advisors
New York
$1.25M +$1.25M +19,247 New
PCM
337
Price Capital Management
Louisiana
$1.22M +$1.22M +18,687 New
SPIA
338
Steward Partners Investment Advisory
New York
$1.21M +$39.3K +606 +3%
AIP
339
Ameritas Investment Partners
Nebraska
$1.21M – – –
B
340
Barings
North Carolina
$1.2M – – –
WWM
341
Western Wealth Management
Colorado
$1.18M -$2.36M -36,405 -67%
HCM
342
HMS Capital Management
Tennessee
$1.17M -$24.2K -373 -2%
Susquehanna International Group
343
Susquehanna International Group
Pennsylvania
$1.16M +$204K +3,150 +21%
CWM
344
Chesapeake Wealth Management
Virginia
$1.16M +$89.3K +1,377 +8%
BNP Paribas Asset Management
345
BNP Paribas Asset Management
France
$1.16M -$105K -1,611 -8%
F
346
F3Logic
Minnesota
$1.12M +$95.7K +1,473 +9%
CP
347
Covenant Partners
Tennessee
$1.1M – – –
HNB
348
Huntington National Bank
Ohio
$1.08M -$42.9K -661 -4%
SIMM
349
Stillwater Investment Management (Minnesota)
Minnesota
$1.06M +$7.07K +109 +0.7%
PP
350
Palladium Partners
Virginia
$1.06M -$30K -635 -3%
12 13
14
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