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Xcel Energy
XEL

Overview Fund Activity

638 hedge funds and large institutions have $17.6B invested in Xcel Energy in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
15.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
50
Increased
237
Reduced
206
Closed
37
Calls
$11.2M
Puts
$4.87M
Net Calls
+$6.29M
Net Calls Change
+$21.7M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$169M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$977M
3
BlackRock
BlackRock
New York
$2.01B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$487M

Top Sellers

1
CBOA
Commonwealth Bank of Australia
Australia
$2.71M
2
Millennium Management
Millennium Management
New York
$153M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$117M
4
Capital World Investors
Capital World Investors
California
$0
5
AQR Capital Management
AQR Capital Management
Connecticut
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
476
Smithfield Trust
Pennsylvania
$247K -$8.04K -170 -3%
NPPM
477
North Point Portfolio Managers
Ohio
$246K – – –
SAM
478
Silvercrest Asset Management
New York
$244K – – –
CA
479
Continuum Advisory
Idaho
$244K +$244K +5,166 New
GT
480
Greenleaf Trust
Michigan
$243K +$8.13K +172 +3%
Brown Advisory
481
Brown Advisory
Maryland
$239K -$5.91K -125 -2%
CIA
482
ClearBridge Investments (Australia)
Australia
$239K +$196K +4,138 +459%
CG
483
Caprock Group
Idaho
$237K +$237K +4,967 New
ZCA
484
Zeke Capital Advisors
Pennsylvania
$237K +$237K +5,018 New
EWM
485
Empirical Wealth Management
Washington
$235K – – –
LCS
486
Levin Capital Strategies
New York
$234K – – –
CPIG
487
Chicago Partners Investment Group
Illinois
$234K +$234K +4,936 New
WJA
488
Williams Jones & Associates
New York
$232K – – –
RHJA
489
Rice Hall James & Associates
California
$230K -$38.8K -822 -14%
Fisher Asset Management
490
Fisher Asset Management
Washington
$230K +$230K +4,860 New
SW
491
SVB Wealth
Massachusetts
$226K -$4.5K -95 -2%
GIA
492
GHP Investment Advisors
Colorado
$224K -$227K -4,790 -50%
TMAM
493
Tokio Marine Asset Management
Japan
$223K -$73.8K -1,557 -25%
RCA
494
Rowland Carmichael Advisors
Arizona
$223K – – –
CAG
495
Csenge Advisory Group
Florida
$221K +$221K +4,680 New
TAM
496
Tealwood Asset Management
Minnesota
$219K +$219K +4,636 New
SWM
497
SVA Wealth Management
Wisconsin
$217K +$3.37K +71 +2%
NB
498
NBT Bank
New York
$213K – – –
KBFS
499
Kohmann Bosshard Financial Services
Ohio
$213K +$213K +4,500 New
BFS
500
Bradley Foster & Sargent
Connecticut
$211K -$4.73K -100 -2%
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