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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 %
RCAG
451
Rehmann Capital Advisory Group
Michigan
$352K +$352K +7,325 New
DS
452
DRW Securities
Illinois
$343K +$343K +7,128 New
EP
453
Edgestream Partners
New Jersey
$340K -$1.36M -28,271 -80%
RJT
454
Raymond James Trust
Florida
$340K +$4.91K +102 +1%
Cerity Partners
455
Cerity Partners
New York
$339K +$5.88K +122 +2%
IA
456
IFP Advisors
Florida
$334K -$660K -13,712 -66%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$331K -$94.4K -1,960 -22%
AI
458
Accredited Investors
Minnesota
$331K +$337 +7 +0.1%
GWM
459
GSB Wealth Management
Connecticut
$324K – – –
PCIA
460
Prime Capital Investment Advisors
Kansas
$321K +$321K +6,675 New
WT
461
Washington Trust
Rhode Island
$318K – – –
DADC
462
D.A. Davidson & Co
Montana
$313K +$26.8K +557 +9%
ASN
463
Advisory Services Network
Georgia
$313K +$53.1K +1,105 +20%
PAG
464
Private Advisor Group
New Jersey
$309K -$274K -5,775 -47%
SBL
465
Sargent Bickham Lagudis
Colorado
$300K +$19.6K +407 +7%
SRAM
466
Stone Ridge Asset Management
New York
$299K +$299K +6,225 New
RIM
467
Rampart Investment Management
Connecticut
$298K -$36.8K -763 -11%
HIM
468
Harbour Investment Management
Washington
$296K -$4.82K -100 -2%
LOAME
469
Lombard Odier Asset Management (Europe)
United Kingdom
$295K -$16.9K -351 -5%
Mirae Asset Global Investments
470
Mirae Asset Global Investments
South Korea
$295K +$1.64K +34 +0.6%
FFBTD
471
First Financial Bank - Trust Division
Ohio
$294K -$6.15K -128 -2%
HCM
472
Hodges Capital Management
Texas
$294K +$337 +7 +0.1%
SFG
473
SNS Financial Group
Minnesota
$293K -$123K -2,552 -30%
GT
474
Glenview Trust
Kentucky
$292K – – –
LWAC
475
Laurel Wealth Advisors (California)
California
$287K +$287K +5,970 New
17 18
19
20 21