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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 %
DSC
526
Duncker Streett & Co
Missouri
$54K – – –
VCM
527
Versant Capital Management
Arizona
$54K +$1.21K +30 +2%
PWM
528
Perigon Wealth Management
California
$52K – – –
NSIM
529
North Star Investment Management
Illinois
$52K – – –
LWCFA
530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K – – –
VIA
531
Vantage Investment Advisors
Pennsylvania
$51K +$43.3K +1,060 +564%
WC
532
Whitnell & Co
Illinois
$49K – – –
ARMC
533
American Research & Management Company
Massachusetts
$45K +$45K +1,096 New
KT
534
Kanaly Trust
Texas
$43K – – –
Simplex Trading
535
Simplex Trading
Illinois
$43K +$43K +1,075 New
MCM
536
Manchester Capital Management
Vermont
$42K – – –
IIC
537
Integrated Investment Consultants
Michigan
$41K – – –
SF
538
Synovus Financial
Georgia
$40K – – –
CCM
539
Cribstone Capital Management
Maine
$39K – – –
CPA
540
Clear Perspective Advisors
Illinois
$37K +$37K +900 New
BIG
541
Bellwether Investment Group
Tennessee
$37K +$37K +918 New
CAW
542
Cornerstone Advisors (Washington)
Washington
$35K -$7.87K -196 -18%
ANBT
543
American National Bank & Trust
Texas
$35K – – –
QCG
544
Quadrant Capital Group
Ohio
$35K +$1.48K +38 +4%
TRCT
545
Tower Research Capital (TRC)
New York
$33K -$317K -7,947 -91%
OC
546
Oakworth Capital
Alabama
$33K -$119 -3 -0.4%
SPIA
547
Steward Partners Investment Advisory
New York
$33K +$33K +827 New
CHC
548
City Holding Co
West Virginia
$32K -$82.5K -2,000 -72%
MMG
549
Monetary Management Group
Missouri
$32K -$4.13K -100 -11%
PSUF
550
People's United Financial
Connecticut
$32K -$1.47K -36 -4%
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