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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
426
Goelzer Investment Management
Indiana
$571K – – –
OC
427
Oarsman Capital
Wisconsin
$563K – – –
WS
428
Wedbush Securities
California
$559K -$2.34K -36 -0.4%
MC
429
Moors & Cabot
Massachusetts
$559K +$74K +1,147 +15%
WT
430
Whittier Trust
California
$554K – – –
Neuberger Berman Group
431
Neuberger Berman Group
New York
$553K -$30.9K -477 -5%
PSP
432
Principal Street Partners
Tennessee
$553K +$553K +8,520 New
CCM
433
Coldstream Capital Management
Washington
$546K – – –
KACA
434
Kayne Anderson Capital Advisors
California
$545K -$40.6K -625 -7%
BB
435
Bell Bank
North Dakota
$544K +$51.6K +795 +10%
CI
436
Conning Inc
Connecticut
$540K -$13.6K -210 -2%
HSA
437
HBK Sorce Advisory
Pennsylvania
$535K -$47.9K -739 -8%
WG
438
Welch Group
Alabama
$535K – – –
FHB
439
First Hawaiian Bank
Hawaii
$532K -$89.8K -1,384 -14%
3C
440
361 Capital
Colorado
$532K -$9.35K -144 -2%
PIA
441
Piedmont Investment Advisors
North Carolina
$532K +$36.2K +558 +7%
IA
442
IFP Advisors
Florida
$530K +$530K +8,137 New
CCM
443
Carlson Capital Management
Minnesota
$529K +$2.66K +41 +0.5%
AW
444
ACG Wealth
Georgia
$528K – – –
KFA
445
Krane Funds Advisors
New York
$527K +$500K +7,708 +1,831%
IRF
446
IBM Retirement Fund
New York
$514K -$4.61K -71 -0.9%
QT
447
Quantamental Technologies
New York
$512K +$6.55K +101 +1%
CC
448
ClearArc Capital
Ohio
$512K +$13.6K +209 +3%
UWM
449
USAdvisors Wealth Management
Minnesota
$511K +$511K +7,888 New
NIM
450
NuWave Investment Management
New Jersey
$509K +$308K +4,771 +153%
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