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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$697M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$151M
3
SI
3
Scout Investments
Missouri
$117M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.37B
5
CTA
5
Carillon Tower Advisers
Florida
$80.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$73.7M
2
Boston Partners
2
Boston Partners
Massachusetts
$240M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$486M
4
BS
4
Banco Santander
Spain
$0
5
ATN
5
AMF Tjänstepension
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$200M +$184K +3,092 +0.1%
Principal Financial Group
27
Principal Financial Group
Iowa
$184M -$25.9M -435,164 -12%
Swiss National Bank
28
Swiss National Bank
Switzerland
$174M -$4.25M -71,500 -2%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$166M -$19.8M -332,362 -11%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$164M -$18.2M -305,885 -10%
UBS AM
31
UBS AM
Illinois
$152M +$5.28M +88,825 +4%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$151M +$130M +2,181,166 +611%
Charles Schwab
33
Charles Schwab
California
$136M +$2.72M +45,759 +2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$133M -$8.93M -150,069 -6%
SI
35
Scout Investments
Missouri
$117M +$77.5M +1,303,156 +196%
Cohen & Steers
36
Cohen & Steers
New York
$114M -$770K -12,938 -0.7%
DPIM
37
Duff & Phelps Investment Management
Illinois
$107M -$7.79M -130,960 -7%
PPA
38
Parametric Portfolio Associates
Washington
$89.2M +$1.71M +28,797 +2%
Barclays
39
Barclays
United Kingdom
$85.3M +$28.9M +486,200 +51%
CTA
40
Carillon Tower Advisers
Florida
$80.3M +$53.7M +903,125 +203%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$80.1M +$831K +13,977 +1%
First Trust Advisors
42
First Trust Advisors
Illinois
$79.3M +$11.4M +191,007 +17%
Morgan Stanley
43
Morgan Stanley
New York
$76M +$5.28M +88,756 +7%
PAM
44
Panagora Asset Management
Massachusetts
$74.6M -$3.17M -53,323 -4%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$73.7M -$131M -2,201,859 -64%
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$69.1M -$1.27M -21,300 -2%
AQR Capital Management
47
AQR Capital Management
Connecticut
$65.5M -$6.66M -111,940 -9%
Deutsche Bank
48
Deutsche Bank
Germany
$62.1M -$13.4M -225,312 -18%
BC
49
Brookfield Corp
Ontario, Canada
$57.4M +$1.09M +18,358 +2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$57M +$3.97M +66,682 +7%
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