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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 %
FAM
526
Fred Alger Management
New York
$31K +$11.1K +269 +56%
MRCM
527
M&R Capital Management
New Jersey
$30K – – –
KA
528
Klingman & Associates
New York
$28K – – –
LWA
529
Lowe Wealth Advisors
Maryland
$27K – – –
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
AIM
531
Arcadia Investment Management
Michigan
$25K – – –
ACM
532
Armbruster Capital Management
New York
$25K – – –
VCM
533
Vigilant Capital Management
Maine
$21K – – –
ClearBridge Investments
534
ClearBridge Investments
New York
$21K – – –
HPBT
535
High Point Bank & Trust
North Carolina
$21K – – –
ACS
536
Archford Capital Strategies
Illinois
$20K – – –
PMFA
537
Plante Moran Financial Advisors
Michigan
$20K +$83 +2 +0.4%
FHA
538
First Horizon Advisors
Tennessee
$20K +$5.68K +153 +40%
LAM
539
Lebenthal Asset Management
New York
$20K +$20K +480 New
LWA
540
Lenox Wealth Advisors
New York
$19K – – –
GAM
541
Gemmer Asset Management
California
$19K – – –
JFA
542
JNBA Financial Advisors
Minnesota
$18K -$114K -2,759 -86%
S
543
SignatureFD
Georgia
$18K – – –
AIS
544
Accurate Investment Solutions
Pennsylvania
$18K +$126 +3 +0.7%
BWP
545
Baldwin Wealth Partners
Massachusetts
$16K +$16K +400 New
FFC
546
First Financial Corp
Indiana
$15K – – –
AIM
547
Assured Investment Management
New York
$14K -$24.8K -610 -64%
JIR
548
James Investment Research
Ohio
$14K – – –
CGT
549
Capital Guardian Trust
California
$13K -$337K -8,150 -96%
FPFS
550
First Personal Financial Services
North Carolina
$13K -$2K -47 -13%
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