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Xcel Energy
XEL

Overview Fund Activity

627 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
94
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$355M
2
AQR Capital Management
AQR Capital Management
Connecticut
$197M
3
Millennium Management
Millennium Management
New York
$204M
4
Wells Fargo
Wells Fargo
California
$165M
5
Victory Capital Management
Victory Capital Management
Texas
$132M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$120M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$460M
3
TCIM
TIAA CREF Investment Management
New York
$191M
4
Principal Financial Group
Principal Financial Group
Iowa
$31.1M
5
Capital World Investors
Capital World Investors
California
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
476
Osborne Partners Capital Management
California
$216K – – –
1GA
477
1st Global Advisors
Texas
$210K -$56.7K -1,391 -21%
RJT
478
Raymond James Trust
Florida
$206K -$11.1K -272 -5%
SC
479
Savant Capital
Illinois
$206K -$407 -10 -0.2%
HL
480
HeadInvest LLC
Maine
$206K – – –
FRM
481
Fox Run Management
Connecticut
$204K +$204K +5,000 New
LCS
482
Levin Capital Strategies
New York
$202K -$47.1K -1,155 -19%
CPIG
483
Chicago Partners Investment Group
Illinois
$202K +$2.12K +52 +1%
CFB
484
Cullen/Frost Bankers
Texas
$201K -$12.6K -308 -6%
GIA
485
GHP Investment Advisors
Colorado
$200K -$7.12K -175 -3%
TWA
486
TCI Wealth Advisors
Arizona
$169K +$2.85K +70 +2%
CBT
487
Central Bank & Trust
Kentucky
$167K -$14.5K -357 -8%
AW
488
Alpha Windward
Massachusetts
$163K +$5.66K +139 +4%
WAS
489
Winch Advisory Services
Wisconsin
$158K -$40.2K -988 -20%
FANJ
490
Financial Architects (New Jersey)
New Jersey
$158K -$203 -5 -0.1%
IF
491
Ironwood Financial
Arizona
$157K – – –
EWM
492
Evercore Wealth Management
New York
$152K -$207K -5,116 -58%
OFW
493
Omnia Family Wealth
Florida
$143K +$143K +3,479 New
HDIM
494
Hanson & Doremus Investment Management
Vermont
$134K – – –
M
495
MOTCO
Texas
$131K – – –
HI
496
Hudock Inc
Pennsylvania
$130K – – –
TCOV
497
Trust Company of Vermont
Vermont
$130K – – –
JFA
498
JNBA Financial Advisors
Minnesota
$130K +$112K +2,759 +634%
CFG
499
Citizens Financial Group
Rhode Island
$126K – – –
WEC
500
Winslow Evans & Crocker
Massachusetts
$122K – – –
18 19
20
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