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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 %
CIC
426
Crawford Investment Counsel
Georgia
$357K – – –
OPCM
427
Osborne Partners Capital Management
California
$354K -$264K -5,910 -43%
SBIA
428
Sheaff Brock Investment Advisors
Indiana
$350K +$134 +3 +0%
JPMPWA
429
J.P. Morgan Private Wealth Advisors
California
$350K +$350K +7,816 New
NAMA
430
Nikko Asset Management Americas
New York
$346K +$105K +2,400 +44%
AP
431
Advisor Partners
California
$344K +$2.64K +59 +0.8%
SMG
432
Spectrum Management Group
Indiana
$344K +$243K +5,430 +240%
BB
433
Bell Bank
North Dakota
$340K – – –
SWA
434
SFMG Wealth Advisors
Texas
$340K – – –
FA
435
FDx Advisors
Illinois
$330K +$20.3K +453 +7%
SC
436
Savant Capital
Illinois
$329K +$9.39K +210 +3%
LOAME
437
Lombard Odier Asset Management (Europe)
United Kingdom
$329K +$329K +7,340 New
WT
438
Washington Trust
Rhode Island
$327K -$30.3K -675 -8%
AI
439
Accredited Investors
Minnesota
$327K +$327K +7,304 New
CC
440
Courier Capital
New York
$323K – – –
Mariner
441
Mariner
Kansas
$322K +$38K +850 +13%
GG
442
Gofen & Glossberg
Illinois
$314K -$3.54K -79 -1%
VWM
443
Vector Wealth Management
Minnesota
$314K -$45 -1 -0%
NB
444
NBT Bank
New York
$314K – – –
AW
445
ACG Wealth
Georgia
$311K – – –
D.E. Shaw & Co
446
D.E. Shaw & Co
New York
$308K +$308K +6,877 New
FT
447
Fiduciary Trust
Massachusetts
$305K +$2.64K +59 +0.9%
KIC
448
Keating Investment Counselors
Florida
$299K +$299K +6,685 New
HSA
449
HBK Sorce Advisory
Pennsylvania
$297K -$11.2K -250 -4%
MAM
450
Mizuho Asset Management
Japan
$296K +$147K +3,285 +99%
16 17
18
19 20