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Xcel Energy
XEL

Overview Fund Activity

624 hedge funds and large institutions have $16.3B invested in Xcel Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
57
Increased
231
Reduced
200
Closed
49
Calls
$11.9M
Puts
$17.5M
Net Calls
-$5.55M
Net Calls Change
-$8.68M

Top Buyers

1
BlackRock
BlackRock
New York
$1.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$790M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$59.5M
4
Millennium Management
Millennium Management
New York
$279M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$84.2M
2
TCIM
TIAA CREF Investment Management
New York
$166M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
4
Morgan Stanley
Morgan Stanley
New York
$40.7M
5
Jennison Associates
Jennison Associates
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
526
Endurance Wealth Management
Rhode Island
$67K – – –
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K – – –
BTIS
528
BB&T Investment Services
North Carolina
$65K +$4.42K +99 +7%
First Manhattan
529
First Manhattan
New York
$62K – – –
RIM
530
Rampart Investment Management
Connecticut
$62K +$62K +1,397 New
DSC
531
Duncker Streett & Co
Missouri
$59K – – –
VCM
532
Versant Capital Management
Arizona
$59K – – –
RAM
533
Riggs Asset Management
Pennsylvania
$58K -$4.46K -100 -7%
LWCFA
534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –
VIA
535
Vantage Investment Advisors
Pennsylvania
$55K – – –
WC
536
Whitnell & Co
Illinois
$54K – – –
FPFS
537
First Personal Financial Services
North Carolina
$54K +$40.3K +900 +295%
PWM
538
Perigon Wealth Management
California
$53K – – –
CIA
539
ClearBridge Investments (Australia)
Australia
$53K +$25.9K +579 +96%
ARMC
540
American Research & Management Company
Massachusetts
$49K – – –
QCG
541
Quadrant Capital Group
Ohio
$45K +$7.03K +166 +19%
IIC
542
Integrated Investment Consultants
Michigan
$44K – – –
SPIA
543
Steward Partners Investment Advisory
New York
$44K +$7.39K +167 +20%
SF
544
Synovus Financial
Georgia
$43K – – –
CCM
545
Cribstone Capital Management
Maine
$43K – – –
BIG
546
Bellwether Investment Group
Tennessee
$41K – – –
CPA
547
Clear Perspective Advisors
Illinois
$40K – – –
CAW
548
Cornerstone Advisors (Washington)
Washington
$39K – – –
OC
549
Oakworth Capital
Alabama
$37K – – –
CAG
550
Crestwood Advisors Group
Massachusetts
$37K +$37K +833 New
20 21
22
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