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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 %
Mariner
426
Mariner
Kansas
$377K -$33K -697 -8%
WAM
427
Wealthspire Advisors (Maryland)
Maryland
$370K -$210K -4,430 -36%
WG
428
Welch Group
Alabama
$367K – – –
GG
429
Gofen & Glossberg
Illinois
$366K +$34.8K +736 +11%
SWA
430
SFMG Wealth Advisors
Texas
$360K – – –
BB
431
Bell Bank
North Dakota
$359K – – –
FT
432
Fiduciary Trust
Massachusetts
$350K -$7.09K -150 -2%
ISL
433
Ingalls & Snyder LLC
New York
$349K – – –
FNBSF
434
First National Bank Sioux Falls
South Dakota
$346K +$2.65K +56 +0.8%
DIA
435
Dana Investment Advisors
Wisconsin
$336K -$10.8K -229 -3%
RJT
436
Raymond James Trust
Florida
$330K +$284 +6 +0.1%
QC
437
QCM Cayman
Texas
$330K +$330K +6,977 New
RIM
438
Rampart Investment Management
Connecticut
$329K +$17.1K +362 +5%
AW
439
ACG Wealth
Georgia
$328K -$2.36K -50 -0.7%
Cerity Partners
440
Cerity Partners
New York
$327K +$327K +6,914 New
AI
441
Accredited Investors
Minnesota
$325K +$24.5K +519 +8%
Acadian Asset Management
442
Acadian Asset Management
Massachusetts
$320K -$42.6K -901 -12%
GWM
443
GSB Wealth Management
Connecticut
$318K – – –
WT
444
Washington Trust
Rhode Island
$314K – – –
DP
445
Denver PWM
Colorado
$314K +$314K +6,253 New
Jones Financial Companies
446
Jones Financial Companies
Missouri
$309K -$13.6K -287 -4%
NFG
447
Next Financial Group
Texas
$307K -$77.8K -1,600 -20%
LOAME
448
Lombard Odier Asset Management (Europe)
United Kingdom
$306K – – –
FFBTD
449
First Financial Bank - Trust Division
Ohio
$296K -$16.2K -342 -5%
HIM
450
Harbour Investment Management
Washington
$296K -$8.62K -182 -3%
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