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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 %
NSEDCP
351
NJ State Employees Deferred Compensation Plan
New Jersey
$1.05M – – –
ECM
352
Everence Capital Management
Indiana
$1.05M – – –
PP
353
Prudential plc
United Kingdom
$1.03M +$1.03M +15,904 New
SP
354
Symmetry Partners
Connecticut
$1.03M -$103K -1,587 -9%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$1.03M -$187K -2,877 -15%
TNB
356
TCF National Bank
South Dakota
$999K +$999K +15,395 New
AIS
357
American Investment Services
Massachusetts
$998K +$10.7K +165 +1%
TRCT
358
Tower Research Capital (TRC)
New York
$989K +$72.1K +1,111 +8%
TAM
359
Tiverton Asset Management
Delaware
$982K +$235K +3,622 +31%
GRP
360
Global Retirement Partners
California
$974K +$546K +8,421 +128%
PVH
361
Psagot Value Holdings
Israel
$973K – – –
FCBT
362
First Citizens Bank & Trust
North Carolina
$972K +$123K +1,890 +14%
CI
363
Cigna Investments
Connecticut
$971K +$68.8K +1,082 +8%
RA
364
RFG Advisory
Alabama
$968K +$15.8K +244 +2%
CT
365
Coastline Trust
Rhode Island
$967K – – –
WHRC
366
W.H. Reaves & Co
New Jersey
$954K +$73.4K +1,131 +8%
VBFP
367
Valtinson Bruner Financial Planning
Minnesota
$947K -$31.1K -492 -3%
CAM
368
Carret Asset Management
New York
$946K +$58.4K +900 +7%
AP
369
Advisor Partners
California
$940K +$27.5K +424 +3%
WIP
370
Wellesley Investment Partners
Massachusetts
$917K +$105K +1,613 +13%
LP
371
LMR Partners
United Kingdom
$894K +$894K +13,774 New
MSAM
372
Moloney Securities Asset Management
Missouri
$891K -$31.3K -482 -3%
V
373
Veritable
Delaware
$891K +$36.7K +566 +4%
CG
374
Colony Group
Massachusetts
$888K -$1.67M -25,697 -65%
Brown Advisory
375
Brown Advisory
Maryland
$871K +$619K +9,524 +245%
13 14
15
16 17