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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
376
D.A. Davidson & Co
Montana
$866K +$160K +2,463 +23%
JPMPWA
377
J.P. Morgan Private Wealth Advisors
California
$858K +$285K +4,387 +50%
BWM
378
BerganKDV Wealth Management
Minnesota
$851K +$649 +10 +0.1%
SF
379
Synovus Financial
Georgia
$851K +$64.8K +1,000 +8%
KFP
380
Keystone Financial Planning
Ohio
$848K -$974 -15 -0.1%
SRAM
381
Stone Ridge Asset Management
New York
$829K – – –
APA
382
American Portfolios Advisors
New York
$829K +$524K +8,077 +172%
NIT
383
NumerixS Investment Technologies
British Columbia, Canada
$816K +$544K +8,380 +200%
HIM
384
Hotaling Investment Management
Pennsylvania
$808K – – –
AAP
385
Arax Advisory Partners
Colorado
$804K +$4.61K +71 +0.6%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$803K +$106K +1,638 +15%
TG
387
TCW Group
California
$801K – – –
BTS
388
BB&T Securities
Virginia
$780K -$65.5K -1,013 -8%
CCIA
389
Campbell & Co Investment Adviser
Maryland
$780K +$780K +12,025 New
AMG
390
Advisors Management Group
Wisconsin
$776K +$519 +8 +0.1%
OBGC
391
O'Brien Greene & Co
Pennsylvania
$769K -$22.1K -340 -3%
ANB
392
Amarillo National Bank
Texas
$767K -$14.3K -220 -2%
Connor, Clark & Lunn Investment Management (CC&L)
393
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$756K +$756K +11,650 New
VIA
394
Vident Investment Advisory
Georgia
$744K -$35.2K -542 -5%
PAG
395
Private Advisor Group
New Jersey
$741K -$200K -3,084 -21%
BC
396
Brinker Capital
Pennsylvania
$729K -$1.37M -21,082 -65%
DCM
397
Dupont Capital Management
Delaware
$713K +$175K +2,700 +33%
CFA
398
Cahill Financial Advisors
Minnesota
$705K +$520 +8 +0.1%
AAS
399
Avantax Advisory Services
Texas
$700K -$22.8K -351 -3%
FNBTCON
400
First National Bank & Trust Co of Newtown
Pennsylvania
$695K -$9.73K -150 -1%
14 15
16
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