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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
376
Chesapeake Wealth Management
Virginia
$806K +$83.8K +1,490 +12%
RA
377
RFG Advisory
Alabama
$801K +$190K +3,356 +31%
EMG
378
Ellington Management Group
Connecticut
$793K +$793K +14,100 New
OBGC
379
O'Brien Greene & Co
Pennsylvania
$781K -$236K -4,200 -23%
AP
380
Advisor Partners
California
$780K -$22.4K -399 -3%
CAM
381
Carret Asset Management
New York
$769K – – –
CEP
382
Chicago Equity Partners
Illinois
$748K +$748K +13,310 New
TRCT
383
Tower Research Capital (TRC)
New York
$741K +$714K +12,702 +2,674%
BWM
384
BerganKDV Wealth Management
Minnesota
$740K +$674 +12 +0.1%
FCBT
385
First Citizens Bank & Trust
North Carolina
$740K +$740K +13,164 New
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$739K +$277K +4,936 +60%
AAS
387
Avantax Advisory Services
Texas
$728K -$144K -2,569 -17%
V
388
Veritable
Delaware
$724K +$41.8K +743 +6%
VIA
389
Vident Investment Advisory
Georgia
$716K -$471K -8,382 -40%
BFM
390
Boothbay Fund Management
New York
$708K +$708K +12,598 New
DIM
391
DC Investments Management
Virginia
$702K – – –
HIM
392
Hotaling Investment Management
Pennsylvania
$697K +$697K +12,405 New
TG
393
TCW Group
California
$694K -$62.2K -1,106 -8%
FFS
394
Founders Financial Securities
Maryland
$689K -$10.7K -191 -2%
Citadel Advisors
395
Citadel Advisors
Florida
$688K -$2.97M -52,879 -81%
ANB
396
Amarillo National Bank
Texas
$672K -$38.4K -684 -5%
AMG
397
Advisors Management Group
Wisconsin
$672K +$450 +8 +0.1%
PAG
398
Private Advisor Group
New Jersey
$672K +$45.7K +814 +7%
HH
399
HWG Holdings
Texas
$670K +$394 +7 +0.1%
NIM
400
NuWave Investment Management
New Jersey
$670K +$205K +3,641 +44%
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