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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 %
HCM
451
Hodges Capital Management
Texas
$288K -$46.9K -993 -14%
Mirae Asset Global Investments
452
Mirae Asset Global Investments
South Korea
$288K -$3.78K -80 -1%
GT
453
Glenview Trust
Kentucky
$288K – – –
DADC
454
D.A. Davidson & Co
Montana
$281K -$1.23K -26 -0.4%
HL
455
HeadInvest LLC
Maine
$276K – – –
SBIA
456
Sheaff Brock Investment Advisors
Indiana
$276K +$95 +2 +0%
SBL
457
Sargent Bickham Lagudis
Colorado
$276K +$130K +2,741 +89%
WSTAM
458
Wilbanks Smith & Thomas Asset Management
Virginia
$275K – – –
SA
459
SRH Advisors
Kansas
$274K +$274K +5,800 New
FIM
460
Freedom Investment Management
Connecticut
$273K +$20.7K +438 +8%
BSW
461
Buckingham Strategic Wealth
Missouri
$269K +$805 +17 +0.3%
FWIA
462
Fort Washington Investment Advisors
Ohio
$265K – – –
APP
463
Avantax Planning Partners
Iowa
$258K -$45.7K -964 -15%
KIA
464
KCM Investment Advisors
California
$258K – – –
IB
465
Intrust Bank
Kansas
$257K -$31K -657 -11%
ASN
466
Advisory Services Network
Georgia
$256K +$47 +1 +0%
HAG
467
HighPoint Advisor Group
Illinois
$255K +$197 +4 +0.1%
JFGLC
468
Johnson Financial Group LLC (Colorado)
Colorado
$254K +$30K +635 +13%
OWM
469
Orgel Wealth Management
Wisconsin
$254K +$254K +5,364 New
OPCM
470
Osborne Partners Capital Management
California
$251K – – –
CCM
471
Carlson Capital Management
Minnesota
$250K -$3.13K -66 -1%
NP
472
NorthRock Partners
Minnesota
$249K – – –
CCA
473
Checchi Capital Advisers
California
$248K -$12.5K -265 -5%
SC
474
Savant Capital
Illinois
$248K +$4.74K +100 +2%
CSS
475
Cubist Systematic Strategies
Connecticut
$247K -$1M -21,233 -80%
17 18
19
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