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Xcel Energy
XEL

Overview Fund Activity

638 hedge funds and large institutions have $17.6B invested in Xcel Energy in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
15.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
50
Increased
237
Reduced
206
Closed
37
Calls
$11.2M
Puts
$4.87M
Net Calls
+$6.29M
Net Calls Change
+$21.7M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$169M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$977M
3
BlackRock
BlackRock
New York
$2.01B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$487M

Top Sellers

1
CBOA
Commonwealth Bank of Australia
Australia
$2.71M
2
Millennium Management
Millennium Management
New York
$153M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$117M
4
Capital World Investors
Capital World Investors
California
$0
5
AQR Capital Management
AQR Capital Management
Connecticut
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
401
Barings
North Carolina
$489K – – –
SIP
402
Stoneridge Investment Partners
Pennsylvania
$489K – – –
WHRC
403
W.H. Reaves & Co
New Jersey
$482K – – –
VIA
404
Virtus Investment Advisers
Connecticut
$476K -$73.3K -1,549 -13%
JPMPWA
405
J.P. Morgan Private Wealth Advisors
California
$471K +$52.4K +1,106 +13%
PG
406
Pendal Group
Australia
$468K -$9.89K -209 -2%
LS
407
Livforsakringsbolaget Skandia
Sweden
$460K – – –
BHWM
408
Bar Harbor Wealth Management
New Hampshire
$452K -$32K -675 -7%
NB
409
Nicolet Bankshares
Wisconsin
$448K +$122K +2,588 +38%
QSS
410
Quantitative Systematic Strategies
Florida
$447K +$220K +4,644 +97%
PAS
411
Park Avenue Securities
New York
$445K +$60.8K +1,285 +16%
AFS
412
Access Financial Services
Minnesota
$444K -$2.13K -45 -0.5%
SXL
413
Summit X LLC
Missouri
$433K +$96.6K +2,040 +29%
GIM
414
Goelzer Investment Management
Indiana
$431K – – –
PCM
415
Prelude Capital Management
New York
$426K +$426K +8,996 New
EHC
416
Everett Harris & Co
California
$421K – – –
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$418K +$60.3K +1,274 +17%
VIA
418
Vident Investment Advisory
Georgia
$417K +$417K +8,796 New
AIA
419
Allegis Investment Advisors
Idaho
$415K +$69.4K +1,467 +20%
MC
420
Moors & Cabot
Massachusetts
$408K -$34.5K -732 -8%
SFG
421
SNS Financial Group
Minnesota
$408K +$76.5K +1,617 +23%
CCM
422
Coldstream Capital Management
Washington
$406K +$2.42K +51 +0.6%
HSA
423
HBK Sorce Advisory
Pennsylvania
$397K -$26.7K -565 -6%
Assenagon Asset Management
424
Assenagon Asset Management
Luxembourg
$391K -$168K -3,549 -30%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$378K +$12.4K +262 +3%
15 16
17
18 19