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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
426
Neuberger Berman Group
New York
$536K +$13.9K +233 +3%
KACA
427
Kayne Anderson Capital Advisors
California
$536K +$238K +4,000 +80%
HSA
428
HBK Sorce Advisory
Pennsylvania
$535K +$39K +656 +8%
LMAM
429
Legg Mason Asset Management
Japan
$533K -$15.3K -257 -3%
EHC
430
Everett Harris & Co
California
$529K – – –
BCM
431
Bayesian Capital Management
New York
$529K +$529K +8,900 New
KIA
432
KCM Investment Advisors
California
$528K +$173K +2,900 +49%
JPMPWA
433
J.P. Morgan Private Wealth Advisors
California
$526K -$164K -2,758 -24%
GIM
434
Goelzer Investment Management
Indiana
$524K – – –
OC
435
Oarsman Capital
Wisconsin
$516K – – –
WS
436
Wedbush Securities
California
$515K -$3.93K -66 -0.8%
HIS
437
Horizon Investment Services
Indiana
$515K +$515K +8,654 New
WA
438
WESPAC Advisors
California
$513K +$101K +1,699 +25%
WT
439
Whittier Trust
California
$508K – – –
CI
440
Conning Inc
Connecticut
$507K -$84K -1,413 -14%
CCM
441
Coldstream Capital Management
Washington
$500K -$10.4K -175 -2%
FA
442
FDx Advisors
Illinois
$499K -$76.6K -1,289 -13%
3C
443
361 Capital
Colorado
$496K -$4.28K -72 -0.9%
DCM
444
Dupont Capital Management
Delaware
$493K – – –
WG
445
Welch Group
Alabama
$490K – – –
BSW
446
Buckingham Strategic Wealth
Missouri
$487K +$31.5K +530 +7%
AW
447
ACG Wealth
Georgia
$484K – – –
TW
448
TrinityPoint Wealth
Connecticut
$484K +$14.5K +240 +3%
CCM
449
Carlson Capital Management
Minnesota
$482K +$20.3K +342 +4%
IRF
450
IBM Retirement Fund
New York
$476K +$12.6K +212 +3%
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