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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 %
GWA
526
Guidant Wealth Advisors
Illinois
$139K +$238 +5 +0.2%
RFA
527
Reilly Financial Advisors
California
$137K – – –
FCMT
528
Founders Capital Management (Texas)
Texas
$132K – – –
FIM
529
Foresters Investment Management
New York
$129K – – –
KF
530
Krilogy Financial
Missouri
$127K +$127K +2,686 New
TAM
531
Tiverton Asset Management
Delaware
$123K +$123K +2,609 New
JFA
532
JNBA Financial Advisors
Minnesota
$122K -$23.6K -500 -16%
FMTCOCP
533
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K – – –
PA
534
Parallel Advisors
California
$114K +$763 +15 +0.7%
WTC
535
WhitTier Trust Company
Nevada
$110K – – –
AssetMark Inc
536
AssetMark Inc
California
$104K +$56.5K +1,190 +119%
WEC
537
Winslow Evans & Crocker
Massachusetts
$101K -$53.6K -1,134 -35%
CFA
538
Carroll Financial Associates
North Carolina
$98K -$14.2K -300 -13%
BONST
539
Bank of Nova Scotia Trust
Ontario, Canada
$95K +$95K +2,000 New
WTB
540
Washington Trust Bank
Washington
$89K – – –
AF
541
Allworth Financial
California
$88K -$42.5K -900 -33%
BAM
542
Barrett Asset Management
New York
$88K +$2.85K +60 +3%
DCM
543
Dupont Capital Management
Delaware
$85K -$54.1K -1,147 -39%
TCM
544
Tradewinds Capital Management
Washington
$81K – – –
First Manhattan
545
First Manhattan
New York
$80K – – –
MCM
546
Manchester Capital Management
Vermont
$71K – – –
EWM
547
Endurance Wealth Management
Rhode Island
$71K – – –
WB
548
Webster Bank
Connecticut
$68K -$8.36K -175 -11%
QAM
549
QCI Asset Management
New York
$68K -$4.72K -100 -6%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65K -$614 -13 -0.9%
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