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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$536M
2
Wells Fargo
Wells Fargo
California
$415M
3
Citadel Advisors
Citadel Advisors
Florida
$131M
4
Capital International Investors
Capital International Investors
California
$897M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$64.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$95.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$15.5M
3
CS
Credit Suisse
Switzerland
$72.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$338M
5
State Street
State Street
Massachusetts
$1.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
VLKIM
376
Van Lanschot Kempen Investment Management
Netherlands
$948K -$624K -9,038 -40%
ECM
377
Everence Capital Management
Indiana
$933K +$376K +5,450 +68%
CP
378
Covenant Partners
Tennessee
$925K -$207 -3 -0%
GT
379
Greenleaf Trust
Michigan
$913K +$41.5K +601 +5%
BWM
380
BerganKDV Wealth Management
Minnesota
$907K -$68.3K -990 -7%
HIM
381
Hotaling Investment Management
Pennsylvania
$904K +$9.39K +136 +1%
BWL
382
Bogart Wealth LLC
Virginia
$904K +$904K +13,110 New
DTL
383
Dynamic Technology Lab
Singapore
$892K -$291K -4,223 -25%
PAG
384
Private Advisor Group
New Jersey
$889K -$241K -3,487 -21%
Axa
385
Axa
France
$881K -$622K -9,000 -41%
BEI
386
Benjamin Edwards Inc
Missouri
$880K -$34.9K -506 -4%
TG
387
TCW Group
California
$877K – – –
Jane Street
388
Jane Street
New York
$868K -$10.3M -149,716 -92%
EWM
389
Empirical Wealth Management
Washington
$859K -$339K -4,907 -28%
GVAG
390
Great Valley Advisor Group
Delaware
$853K +$256K +3,713 +43%
BPM
391
Bowling Portfolio Management
Ohio
$851K +$851K +12,331 New
DCM
392
Dupont Capital Management
Delaware
$847K -$74.8K -1,084 -8%
Credit Agricole
393
Credit Agricole
France
$835K – – –
BCM
394
Brasada Capital Management
Texas
$834K +$834K +12,090 New
CT
395
Coastline Trust
Rhode Island
$832K -$106K -1,530 -11%
SF
396
Symphony Financial
Texas
$828K -$96.2K -1,394 -10%
MIP
397
Marietta Investment Partners
Wisconsin
$828K -$38K -550 -4%
AMG
398
Advisors Management Group
Wisconsin
$813K +$552 +8 +0.1%
TW
399
Transform Wealth
Colorado
$805K +$2.42K +35 +0.3%
FNBT
400
FineMark National Bank & Trust
Florida
$798K -$55.2K -800 -6%
14 15
16
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