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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
476
Harbour Investment Management
Washington
$427K – – –
FA
477
FDx Advisors
Illinois
$426K -$118K -1,823 -22%
CCA
478
Checchi Capital Advisers
California
$418K +$47.3K +728 +13%
TW
479
Transform Wealth
Colorado
$416K -$375K -5,775 -47%
FIM
480
Freedom Investment Management
Connecticut
$415K +$19.4K +299 +5%
Jane Street
481
Jane Street
New York
$415K +$415K +6,402 New
VF
482
Virtu Financial
New York
$413K +$413K +6,364 New
PCM
483
Parsons Capital Management
Rhode Island
$410K -$868K -13,367 -68%
AL
484
Aspiriant LLC
California
$405K +$3.24K +50 +0.8%
SC
485
Savant Capital
Illinois
$401K +$519 +8 +0.1%
WIC
486
Woodmont Investment Counsel
Tennessee
$397K – – –
SS
487
Simplicity Solutions
Minnesota
$391K -$19.1K -294 -5%
LS
488
Livforsakringsbolaget Skandia
Sweden
$391K – – –
SXL
489
Summit X LLC
Missouri
$388K -$94.8K -1,470 -20%
Qube Research & Technologies (QRT)
490
Qube Research & Technologies (QRT)
United Kingdom
$379K -$662K -10,196 -64%
SA
491
SRH Advisors
Kansas
$376K – – –
PCIA
492
Prime Capital Investment Advisors
Kansas
$376K – – –
AI
493
Accredited Investors
Minnesota
$373K -$37.8K -583 -9%
LOAME
494
Lombard Odier Asset Management (Europe)
United Kingdom
$372K – – –
WIA
495
Wealthstreet Investment Advisors
Texas
$370K +$40.7K +650 +12%
JHP
496
James Hambro & Partners
United Kingdom
$370K +$370K +5,700 New
GIA
497
Gateway Investment Advisers
Ohio
$366K -$939K -14,450 -72%
CCM
498
Cadence Capital Management
Massachusetts
$366K -$1.11K -17 -0.3%
WP
499
WealthSource Partners
California
$366K +$18K +277 +5%
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$364K +$65 +1 +0%
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