XEL icon

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 %
WHRC
426
W.H. Reaves & Co
New Jersey
$435K -$54.4K -1,131 -11%
GIM
427
Goelzer Investment Management
Indiana
$428K -$9.62K -200 -2%
EHC
428
Everett Harris & Co
California
$428K – – –
CCM
429
Coldstream Capital Management
Washington
$420K +$7.27K +151 +2%
WT
430
Whittier Trust
California
$418K -$457K -9,498 -52%
HI
431
HBK Investments
Texas
$409K -$4.35M -90,400 -91%
MC
432
Moors & Cabot
Massachusetts
$407K -$10.6K -219 -3%
AW
433
ACG Wealth
Georgia
$406K +$72.2K +1,500 +22%
HSA
434
HBK Sorce Advisory
Pennsylvania
$404K – – –
WAM
435
Wealthspire Advisors (Maryland)
Maryland
$404K +$28.6K +594 +8%
FNBSF
436
First National Bank Sioux Falls
South Dakota
$398K +$46.9K +975 +13%
SC
437
Sawyer & Company
Massachusetts
$390K +$390K +8,099 New
Mariner
438
Mariner
Kansas
$381K -$2.21K -46 -0.6%
WG
439
Welch Group
Alabama
$380K +$6.74K +140 +2%
CSS
440
Cubist Systematic Strategies
Connecticut
$377K +$125K +2,607 +50%
DIA
441
Dana Investment Advisors
Wisconsin
$375K +$33.6K +698 +10%
LS
442
Livforsakringsbolaget Skandia
Sweden
$372K -$96.3K -2,000 -21%
GG
443
Gofen & Glossberg
Illinois
$372K – – –
FRA
444
Front Row Advisors
California
$372K +$372K +7,722 New
Verition Fund Management
445
Verition Fund Management
Connecticut
$371K +$371K +7,716 New
BB
446
Bell Bank
North Dakota
$367K +$1.25K +26 +0.3%
Assenagon Asset Management
447
Assenagon Asset Management
Luxembourg
$366K -$32K -664 -8%
SWA
448
SFMG Wealth Advisors
Texas
$366K – – –
FT
449
Fiduciary Trust
Massachusetts
$356K – – –
ISL
450
Ingalls & Snyder LLC
New York
$354K – – –
16 17
18
19 20