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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
JPMorgan Chase & Co
New York
$1.31B
2
Principal Financial Group
Principal Financial Group
Iowa
$172M
3
Ameriprise
Ameriprise
Minnesota
$268M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$104M
5
Cohen & Steers
Cohen & Steers
New York
$150M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$225M
2
BlackRock
BlackRock
New York
$1.85B
3
Capital World Investors
Capital World Investors
California
$84.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
$158M
5
TSW
Thompson Siegel & Walmsley
Virginia
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
376
Davenport & Co
Virginia
$580K +$5.55K +121 +1%
ANB
377
Amarillo National Bank
Texas
$572K – – –
CC
378
ClearArc Capital
Ohio
$572K +$3.67K +80 +0.6%
FNBTCON
379
First National Bank & Trust Co of Newtown
Pennsylvania
$566K – – –
WAM
380
Wealthspire Advisors (Maryland)
Maryland
$562K -$138 -3 -0%
BRWA
381
B. Riley Wealth Advisors
Florida
$558K -$4.14K -90 -0.7%
CA
382
Cetera Advisors
Colorado
$550K – – –
PAG
383
Private Advisor Group
New Jersey
$549K +$9.57K +210 +2%
AMG
384
Advisors Management Group
Wisconsin
$545K +$413 +9 +0.1%
MSAM
385
Moloney Securities Asset Management
Missouri
$545K +$3.03K +66 +0.6%
Assenagon Asset Management
386
Assenagon Asset Management
Luxembourg
$542K -$645K -14,056 -54%
AIP
387
Ameritas Investment Partners
Nebraska
$535K – – –
VIA
388
Virtus Investment Advisers
Connecticut
$532K -$71.7K -1,563 -12%
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$532K +$4.45K +97 +0.8%
Neuberger Berman Group
390
Neuberger Berman Group
New York
$530K +$53.6K +1,168 +11%
CT
391
Coastline Trust
Rhode Island
$520K – – –
OAM
392
Oppenheimer Asset Management
New York
$507K +$32.9K +715 +7%
WIC
393
Woodmont Investment Counsel
Tennessee
$504K -$43.6K -950 -8%
Pacer Advisors
394
Pacer Advisors
Pennsylvania
$498K +$38.5K +841 +8%
CTC
395
Central Trust Company
Missouri
$495K -$3.35K -73 -0.7%
GBBWRPM
396
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$491K – – –
BA
397
Bridgewater Associates
Connecticut
$489K +$489K +10,669 New
CFA
398
Cahill Financial Advisors
Minnesota
$486K +$919 +20 +0.2%
Verition Fund Management
399
Verition Fund Management
Connecticut
$484K -$19.4M -421,957 -98%
AP
400
Advisor Partners
California
$484K +$39.7K +867 +9%
14 15
16
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