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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 %
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$355K +$110K +2,389 +45%
Acadian Asset Management
427
Acadian Asset Management
Massachusetts
$352K -$1.99M -43,389 -85%
SWA
428
SFMG Wealth Advisors
Texas
$349K – – –
BB
429
Bell Bank
North Dakota
$348K – – –
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$347K -$65.6K -1,429 -16%
FT
431
Fiduciary Trust
Massachusetts
$347K – – –
ISL
432
Ingalls & Snyder LLC
New York
$338K +$59.7K +1,300 +21%
DIA
433
Dana Investment Advisors
Wisconsin
$336K +$13.3K +291 +4%
AIA
434
Allegis Investment Advisors
Idaho
$335K +$335K +7,301 New
FNBSF
435
First National Bank Sioux Falls
South Dakota
$333K +$48.5K +1,055 +17%
IG
436
ING Group
Netherlands
$329K +$4.58K +100 +1%
PAS
437
Park Avenue Securities
New York
$326K +$1.85K +46 +0.6%
HCM
438
Hodges Capital Management
Texas
$325K -$120K -2,618 -27%
SXL
439
Summit X LLC
Missouri
$325K +$325K +7,100 New
SFG
440
SNS Financial Group
Minnesota
$322K -$67.4K -1,467 -17%
GG
441
Gofen & Glossberg
Illinois
$321K -$27.5K -600 -8%
AW
442
ACG Wealth
Georgia
$321K +$2.3K +50 +0.7%
RJT
443
Raymond James Trust
Florida
$319K +$90.6K +1,976 +40%
NB
444
Nicolet Bankshares
Wisconsin
$316K – – –
Jones Financial Companies
445
Jones Financial Companies
Missouri
$312K +$38.5K +841 +14%
GWM
446
GSB Wealth Management
Connecticut
$309K -$204K -4,450 -40%
WT
447
Washington Trust
Rhode Island
$303K – – –
FFBTD
448
First Financial Bank - Trust Division
Ohio
$302K -$46.4K -1,013 -13%
RIM
449
Rampart Investment Management
Connecticut
$302K +$238K +5,189 +371%
FA
450
FDx Advisors
Illinois
$301K -$1.47K -32 -0.5%
16 17
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