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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 %
ARMT
501
Amica Retiree Medical Trust
Rhode Island
$122K +$122K +3,001 New
SHJ
502
Sharkey, Howes & Javer
Colorado
$121K +$691 +17 +0.6%
FMTCOCP
503
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$119K +$119K +2,915 New
AF
504
Allworth Financial
California
$112K -$10.4K -257 -9%
RFA
505
Reilly Financial Advisors
California
$112K – – –
SBL
506
Sargent Bickham Lagudis
Colorado
$112K +$70K +1,720 +167%
ST
507
Smithfield Trust
Pennsylvania
$90K +$51K +1,250 +131%
CFA
508
Carroll Financial Associates
North Carolina
$84K – – –
WTB
509
Washington Trust Bank
Washington
$79K -$941 -23 -1%
GLI
510
Guardian Life Insurance
New York
$79K +$1.75K +43 +2%
SSB
511
Sandy Spring Bank
Maryland
$78K – – –
AA
512
Ancora Advisors
Ohio
$75K +$75K +1,833 New
TCM
513
Tradewinds Capital Management
Washington
$70K – – –
QAM
514
QCI Asset Management
New York
$67K – – –
PA
515
Parallel Advisors
California
$65K +$65K +1,595 New
WB
516
Webster Bank
Connecticut
$65K +$65K +1,599 New
MBT
517
Montecito Bank & Trust
California
$65K +$65K +1,600 New
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K -$49.2K -1,201 -45%
EWM
519
Endurance Wealth Management
Rhode Island
$61K – – –
PIA
520
Piedmont Investment Advisors
North Carolina
$58.7K +$58.1K +1,428 +9,520%
RAM
521
Riggs Asset Management
Pennsylvania
$57K -$12.2K -300 -18%
ICOM
522
Investment Counselors of Maryland
Maryland
$57K – – –
First Manhattan
523
First Manhattan
New York
$56K – – –
FAN
524
Financial Advisors Network
California
$55K +$55K +1,351 New
BTIS
525
BB&T Investment Services
North Carolina
$55K +$55K +1,358 New
19 20
21
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