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Xcel Energy
XEL

Overview Fund Activity

638 hedge funds and large institutions have $17.6B invested in Xcel Energy in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
15.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
50
Increased
237
Reduced
206
Closed
37
Calls
$11.2M
Puts
$4.87M
Net Calls
+$6.29M
Net Calls Change
+$21.7M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$169M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$977M
3
BlackRock
BlackRock
New York
$2.01B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$487M

Top Sellers

1
CBOA
Commonwealth Bank of Australia
Australia
$2.71M
2
Millennium Management
Millennium Management
New York
$153M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$117M
4
Capital World Investors
Capital World Investors
California
$0
5
AQR Capital Management
AQR Capital Management
Connecticut
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
376
Amarillo National Bank
Texas
$577K -$12.4K -263 -2%
AIP
377
Ameritas Investment Partners
Nebraska
$577K – – –
FNBTCON
378
First National Bank & Trust Co of Newtown
Pennsylvania
$571K -$11.8K -250 -2%
Pacer Advisors
379
Pacer Advisors
Pennsylvania
$568K +$53.6K +1,131 +10%
Neuberger Berman Group
380
Neuberger Berman Group
New York
$560K +$12.6K +266 +2%
AMG
381
Advisors Management Group
Wisconsin
$555K -$6.72K -142 -1%
GH
382
GAM Holding
Switzerland
$552K -$3.58M -75,614 -87%
CA
383
Cetera Advisors
Colorado
$540K -$25.1K -532 -4%
ARTA
384
A.R.T. Advisors
New York
$534K -$539K -11,400 -50%
OAM
385
Oppenheimer Asset Management
New York
$528K +$5.31K +112 +1%
FA
386
FDx Advisors
Illinois
$520K +$209K +4,422 +67%
Canada Pension Plan Investment Board
387
Canada Pension Plan Investment Board
Ontario, Canada
$514K -$11.4M -241,442 -96%
CTC
388
Central Trust Company
Missouri
$512K +$2.03K +43 +0.4%
AWM
389
AE Wealth Management
Kansas
$512K +$90.4K +1,909 +21%
GCP
390
GSA Capital Partners
United Kingdom
$512K +$512K +10,822 New
QAM
391
Quantres Asset Management
Cayman Islands
$511K +$511K +10,800 New
WIC
392
Woodmont Investment Counsel
Tennessee
$510K -$9.71K -205 -2%
MSAM
393
Moloney Securities Asset Management
Missouri
$509K -$52.5K -1,110 -9%
AIM
394
Assured Investment Management
New York
$506K -$936K -19,786 -65%
GBBWRPM
395
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$506K – – –
SPIA
396
Steward Partners Investment Advisory
New York
$505K +$80.9K +1,712 +19%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$498K -$51.3K -1,084 -9%
CT
398
Coastline Trust
Rhode Island
$496K -$39.7K -840 -7%
CFA
399
Cahill Financial Advisors
Minnesota
$494K -$7.49K -158 -1%
AP
400
Advisor Partners
California
$492K -$7.23K -153 -1%
14 15
16
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