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Xcel Energy
XEL

Overview Fund Activity

707 hedge funds and large institutions have $17.1B invested in Xcel Energy in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 245 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
16.21%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
68
Increased
245
Reduced
230
Closed
62
Calls
$4.59M
Puts
$9.61M
Net Calls
-$5.02M
Net Calls Change
-$6.12M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$301M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.76B
3
SI
3
Scout Investments
Missouri
$54.8M
4
Invesco
4
Invesco
Georgia
$161M
5
Fidelity International
5
Fidelity International
Bermuda
$37.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$627M
2
Ameriprise
2
Ameriprise
Minnesota
$278M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$146M
4
Millennium Management
4
Millennium Management
New York
$8.5M
5
APG Asset Management
5
APG Asset Management
Netherlands
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$146M -$77.3M -1,691,489 -35%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$145M +$22.8M +499,986 +19%
Cohen & Steers
28
Cohen & Steers
New York
$138M -$4.98K -109 -0%
Swiss National Bank
29
Swiss National Bank
Switzerland
$137M +$2.71M +59,400 +2%
Renaissance Technologies
30
Renaissance Technologies
New York
$124M -$11.4M -248,700 -8%
UBS AM
31
UBS AM
Illinois
$113M +$3.59M +78,558 +3%
DPIM
32
Duff & Phelps Investment Management
Illinois
$98.5M -$110K -2,400 -0.1%
Morgan Stanley
33
Morgan Stanley
New York
$92.1M +$35.1M +767,419 +61%
Deutsche Bank
34
Deutsche Bank
Germany
$91.2M -$9.97M -218,162 -10%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$89.9M +$255K +5,585 +0.3%
Charles Schwab
36
Charles Schwab
California
$89.4M +$3.75M +82,177 +4%
Jennison Associates
37
Jennison Associates
New York
$79.2M – – –
AQR Capital Management
38
AQR Capital Management
Connecticut
$72.8M +$15.7M +344,113 +28%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$71.5M +$10.9M +237,724 +18%
Barclays
40
Barclays
United Kingdom
$65M +$7.36M +161,149 +13%
TCIM
41
TIAA CREF Investment Management
New York
$60.9M -$20.7M -454,099 -25%
PPA
42
Parametric Portfolio Associates
Washington
$58.7M +$2.46M +53,832 +4%
TA
43
Teachers Advisors
New York
$58.2M -$1.98M -43,330 -3%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$55.4M -$3.8M -83,165 -6%
SI
45
Scout Investments
Missouri
$54.8M +$54.8M +1,200,475 New
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$53.6M +$412K +9,027 +0.8%
CVA
47
Ceredex Value Advisors
Florida
$53.2M -$861K -18,700 -2%
RCAMU
48
Rothschild & Co Asset Management US
Connecticut
$51.3M +$512K +11,201 +1%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$49.9M +$379K +8,302 +0.8%
EIP
50
Energy Income Partners
Connecticut
$46.3M -$131K -2,869 -0.3%
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