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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$166M – – –
MAM
27
Magellan Asset Management
Australia
$156M +$20.4M +413,054 +15%
UBS AM
28
UBS AM
Illinois
$143M +$17.7M +359,236 +14%
Swiss National Bank
29
Swiss National Bank
Switzerland
$143M +$187K +3,800 +0.1%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$138M +$42.2M +855,855 +44%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$117M +$1.98M +40,233 +2%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$107M +$7.66M +155,596 +8%
Charles Schwab
33
Charles Schwab
California
$107M +$4.87M +98,850 +5%
DPIM
34
Duff & Phelps Investment Management
Illinois
$104M -$141K -2,854 -0.1%
Cohen & Steers
35
Cohen & Steers
New York
$98.6M -$255K -5,166 -0.3%
SI
36
Scout Investments
Missouri
$83.2M +$34.5M +699,284 +71%
TCIM
37
TIAA CREF Investment Management
New York
$78.6M +$19M +385,998 +32%
Morgan Stanley
38
Morgan Stanley
New York
$75M -$10.6M -215,201 -12%
Barclays
39
Barclays
United Kingdom
$70.7M -$30.2M -613,235 -30%
PPA
40
Parametric Portfolio Associates
Washington
$70.1M +$2.66M +53,975 +4%
EIP
41
Energy Income Partners
Connecticut
$68.2M +$14.8M +300,971 +28%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$64.3M +$5.1M +103,533 +9%
TA
43
Teachers Advisors
New York
$62.5M +$495K +10,046 +0.8%
RCAMU
44
Rothschild & Co Asset Management US
Connecticut
$59M +$550K +11,167 +0.9%
CTA
45
Carillon Tower Advisers
Florida
$57.5M +$24.7M +501,475 +75%
AQR Capital Management
46
AQR Capital Management
Connecticut
$56.5M -$10.5M -212,299 -16%
PAM
47
Panagora Asset Management
Massachusetts
$55.8M -$5.08M -103,112 -8%
First Trust Advisors
48
First Trust Advisors
Illinois
$55.1M +$3.34M +67,760 +6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$47.4M +$804K +16,323 +2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$47.1M +$2.42M +49,186 +5%
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