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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 %
ICOM
501
Investment Counselors of Maryland
Maryland
$57K +$16.1K +395 +40%
SAMC
502
Shinko Asset Management Company
Japan
$55K – – –
DSC
503
Duncker Streett & Co
Missouri
$54K – – –
NSIM
504
North Star Investment Management
Illinois
$53K – – –
VCM
505
Versant Capital Management
Arizona
$53K +$1.38K +34 +3%
LWCFA
506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K – – –
WC
507
Whitnell & Co
Illinois
$50K – – –
PWM
508
Perigon Wealth Management
California
$49K – – –
IWM
509
Integrated Wealth Management
California
$46K – – –
ARMC
510
American Research & Management Company
Massachusetts
$45K – – –
CAW
511
Cornerstone Advisors (Washington)
Washington
$44K +$30K +728 +214%
KT
512
Kanaly Trust
Texas
$43K – – –
MCM
513
Manchester Capital Management
Vermont
$42K – – –
SF
514
Synovus Financial
Georgia
$41K -$6.22K -149 -13%
IIC
515
Integrated Investment Consultants
Michigan
$40K -$6.2K -155 -13%
ST
516
Smithfield Trust
Pennsylvania
$39K – – –
CCM
517
Cribstone Capital Management
Maine
$39K – – –
MMG
518
Monetary Management Group
Missouri
$36K – – –
QCG
519
Quadrant Capital Group
Ohio
$35K – – –
ANBT
520
American National Bank & Trust
Texas
$35K +$11.2K +274 +47%
OC
521
Oakworth Capital
Alabama
$34K -$6.09K -150 -15%
PSUF
522
People's United Financial
Connecticut
$34K +$8.29K +200 +32%
AP
523
Atwood & Palmer
Missouri
$33K – – –
JSAM
524
J. Safra Asset Management
New York
$32K – – –
BC
525
Bartlett & Co
Ohio
$32K – – –
19 20
21
22 23