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Xcel Energy
XEL

Overview Fund Activity

585 hedge funds and large institutions have $14.5B invested in Xcel Energy in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-28
Holders Change %
-4.57%
% of All Funds
15.63%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
32
Increased
225
Reduced
201
Closed
54
Calls
$4.92M
Puts
$9.14M
Net Calls
-$4.21M
Net Calls Change
+$1.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$644M
2
Renaissance Technologies
Renaissance Technologies
New York
$47.4M
3
Principal Financial Group
Principal Financial Group
Iowa
$74.8M
4
Franklin Resources
Franklin Resources
California
$571M
5
JHIU
Janus Henderson Investors US
Colorado
$143M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
2
Millennium Management
Millennium Management
New York
$153M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$560M
4
APG Asset Management
APG Asset Management
Netherlands
$53.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
476
Focused Wealth Management
New York
$146K +$144K +3,500 +7,000%
HDIM
477
Hanson & Doremus Investment Management
Vermont
$135K – – –
M
478
MOTCO
Texas
$133K -$991 -24 -0.7%
TCOV
479
Trust Company of Vermont
Vermont
$132K – – –
HI
480
Hudock Inc
Pennsylvania
$131K – – –
CFG
481
Citizens Financial Group
Rhode Island
$128K – – –
AF
482
Allworth Financial
California
$124K +$82 +2 +0.1%
WEC
483
Winslow Evans & Crocker
Massachusetts
$124K – – –
SHJ
484
Sharkey, Howes & Javer
Colorado
$122K +$618 +15 +0.5%
TG
485
TLP Group
Illinois
$121K +$14.3K +348 +13%
CHC
486
City Holding Co
West Virginia
$114K – – –
RFA
487
Reilly Financial Advisors
California
$113K – – –
JFGIW
488
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K +$49.6K +1,201 +81%
ACM
489
Argentus Capital Management
Texas
$84K -$123 -3 -0.1%
CFA
490
Carroll Financial Associates
North Carolina
$84K – – –
MA
491
MUFG Americas
New York
$82K +$82K +1,998 New
WTB
492
Washington Trust Bank
Washington
$80K +$2.95K +72 +4%
SSB
493
Sandy Spring Bank
Maryland
$79K – – –
GLI
494
Guardian Life Insurance
New York
$78K – – –
RAM
495
Riggs Asset Management
Pennsylvania
$70K – – –
TCM
496
Tradewinds Capital Management
Washington
$70K – – –
QAM
497
QCI Asset Management
New York
$67K – – –
EWM
498
Endurance Wealth Management
Rhode Island
$60K – – –
Bessemer Group
499
Bessemer Group
New Jersey
$57K -$4.69M -114,358 -99%
First Manhattan
500
First Manhattan
New York
$57K – – –
18 19
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