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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 %
LOAME
451
Lombard Odier Asset Management (Europe)
United Kingdom
$297K – – –
HIM
452
Harbour Investment Management
Washington
$295K – – –
APP
453
Avantax Planning Partners
Iowa
$294K +$294K +6,411 New
AI
454
Accredited Investors
Minnesota
$291K +$137 +3 +0%
TMAM
455
Tokio Marine Asset Management
Japan
$287K -$72.7K -1,586 -20%
Mirae Asset Global Investments
456
Mirae Asset Global Investments
South Korea
$283K +$71.4K +1,559 +34%
IB
457
Intrust Bank
Kansas
$280K -$24.8K -541 -8%
GT
458
Glenview Trust
Kentucky
$279K – – –
DADC
459
D.A. Davidson & Co
Montana
$273K -$79K -1,727 -22%
ECM
460
ETrade Capital Management
Virginia
$270K +$270K +5,878 New
SBIA
461
Sheaff Brock Investment Advisors
Indiana
$267K -$9.03K -197 -3%
WSTAM
462
Wilbanks Smith & Thomas Asset Management
Virginia
$267K – – –
RHJA
463
Rice Hall James & Associates
California
$261K -$13.9K -304 -5%
BSW
464
Buckingham Strategic Wealth
Missouri
$260K +$1.29K +28 +0.5%
FWIA
465
Fort Washington Investment Advisors
Ohio
$257K -$1.47K -32 -0.6%
HL
466
HeadInvest LLC
Maine
$255K – – –
CCA
467
Checchi Capital Advisers
California
$253K -$15.1K -328 -6%
KIA
468
KCM Investment Advisors
California
$251K – – –
ASN
469
Advisory Services Network
Georgia
$248K – – –
HAG
470
HighPoint Advisor Group
Illinois
$248K – – –
ST
471
Smithfield Trust
Pennsylvania
$247K +$146K +3,185 +144%
CCM
472
Carlson Capital Management
Minnesota
$245K +$245K +5,345 New
PM
473
Parametrica Management
Hong Kong
$245K +$245K +5,349 New
OPCM
474
Osborne Partners Capital Management
California
$244K – – –
FIM
475
Freedom Investment Management
Connecticut
$244K +$1.33K +29 +0.5%
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19
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