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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 %
TU
501
TDAM USA
Ontario, Canada
$209K – – –
RA
502
RFG Advisory
Alabama
$208K -$9.24K -194 -4%
BTS
503
BB&T Securities
Virginia
$206K +$206K +4,374 New
PL
504
Perpetual Ltd
Australia
$204K +$204K +4,263 New
EDRH
505
Edmond de Rothschild Holding
Switzerland
$204K +$204K +4,303 New
VFA
506
Voya Financial Advisors
Connecticut
$201K +$201K +4,243 New
PAM
507
Peak Asset Management
Colorado
$201K +$201K +4,256 New
TWA
508
TCI Wealth Advisors
Arizona
$197K – – –
PI
509
PineBridge Investments
New York
$190K -$15.2K -322 -7%
AW
510
Alpha Windward
Massachusetts
$188K -$2.08K -44 -1%
IF
511
Ironwood Financial
Arizona
$183K – – –
SSB
512
Sandy Spring Bank
Maryland
$178K +$64.4K +1,360 +57%
SLF
513
Sun Life Financial
Ontario, Canada
$177K +$1.28K +27 +0.7%
EWM
514
Evercore Wealth Management
New York
$176K – – –
NSIM
515
North Star Investment Management
Illinois
$174K – – –
FANJ
516
Financial Architects (New Jersey)
New Jersey
$170K -$12.2K -260 -7%
OFW
517
Omnia Family Wealth
Florida
$166K – – –
M
518
MOTCO
Texas
$159K +$6.76K +143 +4%
HDIM
519
Hanson & Doremus Investment Management
Vermont
$156K – – –
CBT
520
Central Bank & Trust
Kentucky
$152K +$4.72K +100 +3%
HI
521
Hudock Inc
Pennsylvania
$151K – – –
TCOV
522
Trust Company of Vermont
Vermont
$151K – – –
NIT
523
NumerixS Investment Technologies
British Columbia, Canada
$147K +$147K +3,100 New
SHJ
524
Sharkey, Howes & Javer
Colorado
$145K +$719 +15 +0.5%
BTIS
525
BB&T Investment Services
North Carolina
$145K +$61.3K +1,155 +73%
19 20
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