XEL icon

Xcel Energy
XEL

Overview Fund Activity

633 hedge funds and large institutions have $16.9B invested in Xcel Energy in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
15.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
229
Reduced
197
Closed
44
Calls
$5.85M
Puts
$21.2M
Net Calls
-$15.4M
Net Calls Change
-$9.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
2
Principal Financial Group
Principal Financial Group
Iowa
$172M
3
Ameriprise
Ameriprise
Minnesota
$268M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$104M
5
Cohen & Steers
Cohen & Steers
New York
$150M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$225M
2
BlackRock
BlackRock
New York
$1.85B
3
Capital World Investors
Capital World Investors
California
$84.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
$158M
5
TSW
Thompson Siegel & Walmsley
Virginia
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
401
Barings
North Carolina
$474K -$474K -10,337 -50%
SIP
402
Stoneridge Investment Partners
Pennsylvania
$474K +$136K +2,962 +40%
BHWM
403
Bar Harbor Wealth Management
New Hampshire
$470K – – –
WHRC
404
W.H. Reaves & Co
New Jersey
$467K – – –
PG
405
Pendal Group
Australia
$463K +$463K +10,100 New
PI
406
Putnam Investments
Massachusetts
$458K +$11K +240 +2%
LS
407
Livforsakringsbolaget Skandia
Sweden
$446K – – –
GIA
408
GHP Investment Advisors
Colorado
$437K +$154K +3,351 +54%
CA
409
Cornerstone Advisors
North Carolina
$436K – – –
AFS
410
Access Financial Services
Minnesota
$433K -$44.3K -965 -9%
MC
411
Moors & Cabot
Massachusetts
$433K +$48.4K +1,049 +13%
GIM
412
Goelzer Investment Management
Indiana
$418K – – –
SPIA
413
Steward Partners Investment Advisory
New York
$411K +$365K +7,980 +803%
HSA
414
HBK Sorce Advisory
Pennsylvania
$411K +$411K +8,964 New
AWM
415
AE Wealth Management
Kansas
$409K -$75.2K -1,638 -16%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$409K +$151K +3,297 +59%
EHC
417
Everett Harris & Co
California
$408K – – –
JPMPWA
418
J.P. Morgan Private Wealth Advisors
California
$405K -$52.1K -1,137 -11%
Mariner
419
Mariner
Kansas
$397K +$24.3K +529 +7%
CCM
420
Coldstream Capital Management
Washington
$391K +$918 +20 +0.2%
GS
421
GAM Systematic
United Kingdom
$387K +$387K +8,428 New
GCMG
422
Gyroscope Capital Management Group
Florida
$381K +$381K +8,308 New
GCA
423
Gideon Capital Advisors
New York
$379K +$379K +8,268 New
NFG
424
Next Financial Group
Texas
$363K -$12.6K -275 -3%
WG
425
Welch Group
Alabama
$356K – – –
15 16
17
18 19