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Xcel Energy
XEL

Overview Fund Activity

627 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.

Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
94
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$355M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$197M
3
Millennium Management
3
Millennium Management
New York
$204M
4
Wells Fargo
4
Wells Fargo
California
$165M
5
Victory Capital Management
5
Victory Capital Management
Texas
$132M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$120M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$460M
3
TCIM
3
TIAA CREF Investment Management
New York
$191M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$31.1M
5
Capital World Investors
5
Capital World Investors
California
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$139M +$21.5M +529,248 +18%
Victory Capital Management
27
Victory Capital Management
Texas
$132M +$41.8M +1,026,994 +47%
JHIU
28
Janus Henderson Investors US
Colorado
$124M -$17.1M -419,140 -12%
Capital World Investors
29
Capital World Investors
California
$122M -$40.7M -1,000,000 -25%
Goldman Sachs
30
Goldman Sachs
New York
$120M -$113M -2,784,593 -49%
EAM
31
Edge Asset Management
Washington
$120M +$4.75M +116,613 +4%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$117M -$6.44M -158,160 -5%
Invesco
33
Invesco
Georgia
$113M -$10.5M -258,109 -8%
Jennison Associates
34
Jennison Associates
New York
$111M +$7.34M +180,246 +7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$100M +$2.18M +53,500 +2%
TA
36
Teachers Advisors
New York
$94.4M -$5.15M -126,484 -5%
DPIM
37
Duff & Phelps Investment Management
Illinois
$85.7M +$2.37M +58,215 +3%
Renaissance Technologies
38
Renaissance Technologies
New York
$78.7M +$31.8M +781,300 +68%
First Trust Advisors
39
First Trust Advisors
Illinois
$77.6M +$5.85M +143,782 +8%
Cohen & Steers
40
Cohen & Steers
New York
$74.7M +$3.64M +89,382 +5%
UBS AM
41
UBS AM
Illinois
$74.1M -$328K -8,065 -0.4%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$68.9M +$7.03M +172,678 +11%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$68M +$68M +1,661,375 New
Charles Schwab
44
Charles Schwab
California
$63.5M -$2.92M -71,832 -4%
TSW
45
Thompson Siegel & Walmsley
Virginia
$61.7M +$17.7M +433,772 +40%
BlackRock
46
BlackRock
New York
$60.7M +$10.3M +254,154 +21%
Morgan Stanley
47
Morgan Stanley
New York
$60.7M -$3.14M -77,071 -5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$55.1M -$1.7M -41,700 -3%
BIM
49
BlackRock Investment Management
Delaware
$49.7M +$825K +20,274 +2%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$47.8M -$1.11M -27,389 -2%
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