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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.

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
1
Boston Partners
Massachusetts
$169M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$977M
3
BlackRock
3
BlackRock
New York
$2.01B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.44B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$487M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$2.71M
2
Millennium Management
2
Millennium Management
New York
$153M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$117M
4
Capital World Investors
4
Capital World Investors
California
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$141M +$1.24M +26,200 +0.9%
Goldman Sachs
27
Goldman Sachs
New York
$126M -$19.6M -415,217 -13%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$117M -$8.85M -187,059 -7%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$117M -$115M -2,427,439 -50%
Invesco
30
Invesco
Georgia
$116M -$3.27M -69,011 -3%
Jennison Associates
31
Jennison Associates
New York
$110M – – –
TCIM
32
TIAA CREF Investment Management
New York
$109M -$34.3M -725,578 -24%
AQR Capital Management
33
AQR Capital Management
Connecticut
$104M -$59.5M -1,257,417 -36%
UBS AM
34
UBS AM
Illinois
$102M +$4.95M +104,693 +5%
DPIM
35
Duff & Phelps Investment Management
Illinois
$98.9M -$61K -1,290 -0.1%
Morgan Stanley
36
Morgan Stanley
New York
$93.4M +$23.1M +487,228 +33%
Charles Schwab
37
Charles Schwab
California
$83.7M +$1.39M +29,317 +2%
PAM
38
Panagora Asset Management
Massachusetts
$83.7M +$29.5M +622,821 +54%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$72.7M -$5.83M -123,274 -7%
RCAMU
40
Rothschild & Co Asset Management US
Connecticut
$67.6M -$2.83M -59,777 -4%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$65.3M +$2.2M +46,397 +3%
TA
42
Teachers Advisors
New York
$63M -$43.3M -915,481 -41%
Lazard Asset Management
43
Lazard Asset Management
New York
$61.5M +$4.33M +91,606 +8%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$60.9M +$1.03M +21,735 +2%
First Trust Advisors
45
First Trust Advisors
Illinois
$60M -$14.4M -303,874 -19%
APG Asset Management
46
APG Asset Management
Netherlands
$59M +$53.8M +1,136,800 +1,035%
Barclays
47
Barclays
United Kingdom
$57.2M +$1.96M +41,400 +4%
PPA
48
Parametric Portfolio Associates
Washington
$56M +$3.34M +70,487 +6%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$55.3M +$1.23M +26,050 +2%
Deutsche Bank
50
Deutsche Bank
Germany
$51.8M -$2.32M -49,131 -4%
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