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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.2B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$739M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$256M
5
BS
Banco Santander
Spain
$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$193M
2
Ameriprise
Ameriprise
Minnesota
$317M
3
Franklin Resources
Franklin Resources
California
$622M
4
SI
Scout Investments
Missouri
$37.4M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$193M -$224M -3,980,884 -54%
Capital Research Global Investors
27
Capital Research Global Investors
California
$189M -$956 -17 -0%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$187M +$30.1M +535,058 +19%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$176M -$47.6M -847,254 -21%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$172M +$38.2M +680,277 +29%
Swiss National Bank
31
Swiss National Bank
Switzerland
$168M +$5.4M +96,100 +3%
UBS AM
32
UBS AM
Illinois
$139M -$24.6M -437,966 -15%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$134M +$11.4M +202,884 +9%
Charles Schwab
34
Charles Schwab
California
$126M +$4.84M +86,130 +4%
DPIM
35
Duff & Phelps Investment Management
Illinois
$108M -$10M -177,950 -8%
Cohen & Steers
36
Cohen & Steers
New York
$108M -$4.48M -79,679 -4%
PPA
37
Parametric Portfolio Associates
Washington
$82.6M +$2.65M +47,125 +3%
EIP
38
Energy Income Partners
Connecticut
$80M +$2.19M +38,960 +3%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$74.9M +$1.62M +28,892 +2%
PAM
40
Panagora Asset Management
Massachusetts
$73.5M +$9.79M +174,122 +15%
TA
41
Teachers Advisors
New York
$71.5M +$219K +3,890 +0.3%
Deutsche Bank
42
Deutsche Bank
Germany
$71.3M +$18M +321,116 +34%
AQR Capital Management
43
AQR Capital Management
Connecticut
$68.2M +$3.76M +66,826 +6%
Morgan Stanley
44
Morgan Stanley
New York
$66.9M -$18.7M -332,361 -22%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$66.5M -$877K -15,603 -1%
First Trust Advisors
46
First Trust Advisors
Illinois
$64.2M +$1.33M +23,738 +2%
TCIM
47
TIAA CREF Investment Management
New York
$63.8M -$25.9M -460,305 -29%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$58M +$5.48M +97,456 +10%
BS
49
Banco Santander
Spain
$55.1M +$55.1M +980,900 New
HSBC Holdings
50
HSBC Holdings
United Kingdom
$54M +$14.8M +262,732 +38%
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