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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
376
Veritable
Delaware
$783K +$16.7K +281 +2%
BWM
377
BerganKDV Wealth Management
Minnesota
$779K -$3.75K -63 -0.5%
BTS
378
BB&T Securities
Virginia
$779K +$140K +2,350 +22%
KFP
379
Keystone Financial Planning
Ohio
$778K -$418K -7,020 -35%
FCBT
380
First Citizens Bank & Trust
North Carolina
$778K -$4.64K -78 -0.6%
FMBTD
381
First Midwest Bank Trust Division
Illinois
$762K +$181K +3,045 +31%
SRAM
382
Stone Ridge Asset Management
New York
$760K -$1.19M -19,999 -61%
TFA
383
Transamerica Financial Advisors
Florida
$746K +$746K +12,535 New
WIP
384
Wellesley Investment Partners
Massachusetts
$744K +$744K +12,518 New
HIM
385
Hotaling Investment Management
Pennsylvania
$741K +$2.98K +50 +0.4%
TG
386
TCW Group
California
$734K – – –
AAP
387
Arax Advisory Partners
Colorado
$733K +$733K +12,326 New
OBGC
388
O'Brien Greene & Co
Pennsylvania
$725K -$102K -1,712 -12%
DCM
389
Dean Capital Management
Kansas
$725K +$725K +12,184 New
TW
390
Transform Wealth
Colorado
$724K +$724K +12,180 New
SF
391
Synovus Financial
Georgia
$720K +$91.2K +1,537 +15%
ANB
392
Amarillo National Bank
Texas
$716K +$5.06K +85 +0.7%
CFGS
393
Concourse Financial Group Securities
Alabama
$716K +$64.2K +1,072 +10%
VIA
394
Vident Investment Advisory
Georgia
$715K -$42.7K -717 -6%
AMG
395
Advisors Management Group
Wisconsin
$711K +$535 +9 +0.1%
IUHSA
396
Itau Unibanco Holding S.A.
Brazil
$699K +$699K +11,754 New
HH
397
HWG Holdings
Texas
$698K -$10.7K -180 -2%
HI
398
Horizon Investments
North Carolina
$691K -$1.81M -30,358 -72%
TAM
399
Tiverton Asset Management
Delaware
$685K +$285K +4,789 +71%
AAS
400
Avantax Advisory Services
Texas
$662K -$109K -1,827 -14%
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16
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