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Xcel Energy
XEL

Overview Fund Activity

585 hedge funds and large institutions have $14.5B invested in Xcel Energy in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-28
Holders Change %
-4.57%
% of All Funds
15.63%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
32
Increased
225
Reduced
201
Closed
54
Calls
$4.92M
Puts
$9.14M
Net Calls
-$4.21M
Net Calls Change
+$1.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$644M
2
Renaissance Technologies
Renaissance Technologies
New York
$47.4M
3
Principal Financial Group
Principal Financial Group
Iowa
$74.8M
4
Franklin Resources
Franklin Resources
California
$571M
5
JHIU
Janus Henderson Investors US
Colorado
$143M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
2
Millennium Management
Millennium Management
New York
$153M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$560M
4
APG Asset Management
APG Asset Management
Netherlands
$53.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
376
Boston Partners
Massachusetts
$488K +$76.5K +1,862 +19%
PAG
377
Private Advisor Group
New Jersey
$486K -$9.41K -237 -2%
CFA
378
Cahill Financial Advisors
Minnesota
$480K -$24.2K -587 -5%
CA
379
Cetera Advisors
Colorado
$471K -$225K -5,454 -32%
CG
380
Cutler Group
California
$464K +$373K +9,067 +408%
OC
381
Oppenheimer & Co
New York
$452K -$123K -2,987 -21%
SCA
382
Stonebridge Capital Advisors
Minnesota
$448K +$452 +11 +0.1%
PI
383
Putnam Investments
Massachusetts
$446K +$12.3K +300 +3%
EOJOAM
384
E. Ohman J:or Asset Management
Sweden
$440K – – –
GBBWRPM
385
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$440K – – –
FFBTD
386
First Financial Bank - Trust Division
Ohio
$438K +$26.8K +652 +7%
BRWA
387
B. Riley Wealth Advisors
Florida
$434K -$14K -522 -3%
ANB
388
Amarillo National Bank
Texas
$434K – – –
KCM
389
Kornitzer Capital Management
Kansas
$431K – – –
HB
390
Homrich & Berg
Georgia
$431K +$56.6K +1,374 +15%
GVT
391
Genesee Valley Trust
New York
$430K +$211K +5,130 +96%
CT
392
Coastline Trust
Rhode Island
$428K +$36.2K +880 +9%
BHWM
393
Bar Harbor Wealth Management
New Hampshire
$421K -$65.9K -1,600 -14%
WHRC
394
W.H. Reaves & Co
New Jersey
$419K -$5.83M -141,533 -93%
W
395
Wealthfront
California
$413K +$28.2K +685 +7%
BFPW
396
BOK Financial Private Wealth
Colorado
$411K -$126K -3,049 -23%
LPC
397
Loeb Partners Corp
New York
$411K – – –
FMBTD
398
First Midwest Bank Trust Division
Illinois
$400K – – –
EHC
399
Everett Harris & Co
California
$394K – – –
CA
400
Cornerstone Advisors
North Carolina
$391K – – –
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16
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