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Xcel Energy
XEL

Overview Fund Activity

613 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 193 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
16.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
71
Increased
233
Reduced
193
Closed
30
Calls
$9.69M
Puts
$15M
Net Calls
-$5.26M
Net Calls Change
-$6.86M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
BFA
3
BlackRock Fund Advisors
California
$722M
4
JHIU
4
Janus Henderson Investors US
Colorado
$120M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.47B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$858K
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$7.56M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$364M
4
Franklin Resources
4
Franklin Resources
California
$577M
5
Goldman Sachs
5
Goldman Sachs
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPC
401
Loeb Partners Corp
New York
$448K +$448K +10,000 New
Pacer Advisors
402
Pacer Advisors
Pennsylvania
$440K +$41.4K +926 +10%
NA
403
NewEdge Advisors
Louisiana
$438K +$438K +9,802 New
FMBTD
404
First Midwest Bank Trust Division
Illinois
$436K +$436K +9,730 New
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$431K -$44.5K -995 -9%
QC
406
Quadrature Capital
United Kingdom
$430K +$430K +9,606 New
EHC
407
Everett Harris & Co
California
$428K – – –
CT
408
Coastline Trust
Rhode Island
$426K – – –
CA
409
Cornerstone Advisors
North Carolina
$425K – – –
Capstone Investment Advisors
410
Capstone Investment Advisors
New York
$420K +$420K +9,398 New
W
411
Wealthfront
California
$419K +$10.7K +239 +3%
NFA
412
Nuveen Fund Advisors
Illinois
$413K +$413K +9,227 New
GIM
413
Goelzer Investment Management
Indiana
$412K -$40.3K -900 -9%
GT
414
Glenmede Trust
Pennsylvania
$411K +$200K +4,473 +95%
HB
415
Homrich & Berg
Georgia
$407K +$90 +2 +0%
EP
416
Edgestream Partners
New Jersey
$406K -$220K -4,909 -35%
ISL
417
Ingalls & Snyder LLC
New York
$393K -$7.16K -160 -2%
ECM
418
Everence Capital Management
Indiana
$393K – – –
Jones Financial Companies
419
Jones Financial Companies
Missouri
$390K -$105K -2,342 -21%
FWIA
420
Fort Washington Investment Advisors
Ohio
$390K – – –
WG
421
Welch Group
Alabama
$379K – – –
CGT
422
Capital Guardian Trust
California
$379K +$365K +8,150 +2,596%
NPPM
423
North Point Portfolio Managers
Ohio
$376K -$109K -2,430 -22%
VFS
424
VSR Financial Services
Kansas
$369K -$17.6K -394 -5%
MFS
425
MSI Financial Services
Massachusetts
$365K +$50.5K +1,127 +16%
15 16
17
18 19