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Xcel Energy
XEL

Overview Fund Activity

704 hedge funds and large institutions have $17.9B invested in Xcel Energy in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 210 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+66
Holders Change %
+10.34%
% of All Funds
15.99%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
107
Increased
244
Reduced
210
Closed
37
Calls
$9.82M
Puts
$593K
Net Calls
+$9.22M
Net Calls Change
+$2.93M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.61B
2
Ameriprise
2
Ameriprise
Minnesota
$394M
3
Boston Partners
3
Boston Partners
Massachusetts
$247M
4
Goldman Sachs
4
Goldman Sachs
New York
$191M
5
APG Asset Management
5
APG Asset Management
Netherlands
$103M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$480M
2
Millennium Management
2
Millennium Management
New York
$2.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$463M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$43.7M
5
Bank of America
5
Bank of America
North Carolina
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
476
Jones Financial Companies
Missouri
$286K -$27.5K -573 -9%
HHC
477
Hutchin Hill Capital
New York
$284K -$1.03M -21,400 -78%
BSW
478
Buckingham Strategic Wealth
Missouri
$284K +$10.4K +216 +4%
Brown Advisory
479
Brown Advisory
Maryland
$284K +$41K +854 +17%
LNC
480
Lincoln National Corp
Pennsylvania
$284K +$284K +5,893 New
CWA
481
Clarus Wealth Advisors
Arizona
$283K +$283K +5,883 New
SBIA
482
Sheaff Brock Investment Advisors
Indiana
$280K +$144 +3 +0.1%
WSTAM
483
Wilbanks Smith & Thomas Asset Management
Virginia
$279K -$721 -15 -0.3%
SA
484
SRH Advisors
Kansas
$279K – – –
DP
485
Denver PWM
Colorado
$275K – – –
ZCA
486
Zeke Capital Advisors
Pennsylvania
$274K +$32.3K +670 +13%
FWIA
487
Fort Washington Investment Advisors
Ohio
$269K – – –
CA
488
Continuum Advisory
Idaho
$269K +$20.4K +423 +8%
I
489
IberiaBank
Louisiana
$269K +$269K +5,590 New
AWM
490
Avior Wealth Management
Nebraska
$268K +$268K +5,571 New
Fisher Asset Management
491
Fisher Asset Management
Washington
$267K +$33.1K +688 +14%
MFBTD
492
MB Financial Bank - Trust Department
Illinois
$266K +$245K +5,100 +1,159%
HL
493
HeadInvest LLC
Maine
$264K -$3.61K -75 -1%
KIA
494
KCM Investment Advisors
California
$263K – – –
CIA
495
ClearBridge Investments (Australia)
Australia
$259K +$16.4K +340 +7%
AFA
496
Aurora Financial Advisors
Massachusetts
$258K +$258K +5,364 New
CCA
497
Checchi Capital Advisers
California
$256K +$3.56K +74 +1%
JFGLC
498
Johnson Financial Group LLC (Colorado)
Colorado
$255K -$3.85K -80 -1%
OPCM
499
Osborne Partners Capital Management
California
$255K – – –
NP
500
NorthRock Partners
Minnesota
$254K – – –
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20
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