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Xcel Energy
XEL

Overview Fund Activity

704 hedge funds and large institutions have $17.9B invested in Xcel Energy in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 210 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+66
Holders Change %
+10.34%
% of All Funds
15.99%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
107
Increased
244
Reduced
210
Closed
37
Calls
$9.82M
Puts
$593K
Net Calls
+$9.22M
Net Calls Change
+$2.93M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.61B
2
Ameriprise
2
Ameriprise
Minnesota
$394M
3
Boston Partners
3
Boston Partners
Massachusetts
$247M
4
Goldman Sachs
4
Goldman Sachs
New York
$191M
5
APG Asset Management
5
APG Asset Management
Netherlands
$103M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$480M
2
Millennium Management
2
Millennium Management
New York
$2.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$463M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$43.7M
5
Bank of America
5
Bank of America
North Carolina
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
401
Ameritas Investment Partners
Nebraska
$539K -$22.2K -461 -4%
AP
402
Advisor Partners
California
$536K +$66.6K +1,477 +14%
OAM
403
Oppenheimer Asset Management
New York
$528K – – –
WIC
404
Woodmont Investment Counsel
Tennessee
$518K – – –
SPIA
405
Steward Partners Investment Advisory
New York
$514K +$433 +9 +0.1%
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$509K +$3.37K +70 +0.7%
CT
407
Coastline Trust
Rhode Island
$504K – – –
MFW
408
Mosaic Family Wealth
Missouri
$504K +$504K +10,479 New
CFA
409
Cahill Financial Advisors
Minnesota
$503K +$1.01K +21 +0.2%
B
410
Barings
North Carolina
$497K – – –
SIP
411
Stoneridge Investment Partners
Pennsylvania
$497K – – –
NB
412
Nicolet Bankshares
Wisconsin
$494K +$37.6K +780 +8%
SI
413
SII Investments
Wisconsin
$493K -$234K -4,878 -32%
ANB
414
Amarillo National Bank
Texas
$491K -$96.3K -2,000 -16%
MSAM
415
Moloney Securities Asset Management
Missouri
$488K -$29.7K -617 -6%
DCM
416
Driehaus Capital Management
Illinois
$481K +$481K +10,000 New
FIM
417
Freedom Investment Management
Connecticut
$469K +$192K +3,984 +69%
GBBWRPM
418
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$462K -$27.6K -604 -6%
SW
419
SVB Wealth
Massachusetts
$462K +$233K +4,843 +102%
BHWM
420
Bar Harbor Wealth Management
New Hampshire
$457K -$2.41K -50 -0.5%
AFS
421
Access Financial Services
Minnesota
$452K +$192 +4 +0%
6M
422
6 Meridian
Kansas
$445K +$445K +9,254 New
SXL
423
Summit X LLC
Missouri
$442K +$4.78K +100 +1%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$437K +$52.6K +1,093 +14%
KI
425
Koch Industries
Kansas
$437K +$437K +9,088 New
15 16
17
18 19