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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
526
Perpetual Ltd
Australia
$240K – – –
FBFS
527
First Business Financial Services
Wisconsin
$240K +$240K +4,872 New
GHAM
528
Gilman Hill Asset Management
Connecticut
$239K +$239K +4,856 New
SFS
529
Sowell Financial Services
Arkansas
$238K +$27.4K +558 +13%
PP
530
Prudential plc
United Kingdom
$237K -$19.8K -400 -8%
IB
531
Intrust Bank
Kansas
$236K -$2.81K -57 -1%
PI
532
Putnam Investments
Massachusetts
$234K -$2.67M -54,135 -92%
CWM
533
Calamos Wealth Management
Illinois
$232K +$232K +4,710 New
RCA
534
Rowland Carmichael Advisors
Arizona
$231K – – –
Jane Street
535
Jane Street
New York
$231K +$231K +4,691 New
PTC
536
Private Trust Company
Ohio
$229K +$836 +17 +0.4%
WA
537
Wambolt & Associates
Colorado
$226K +$226K +4,580 New
OPCM
538
Osborne Partners Capital Management
California
$225K -$37K -750 -14%
LS
539
Livforsakringsbolaget Skandia
Sweden
$223K – – –
KBFS
540
Kohmann Bosshard Financial Services
Ohio
$222K – – –
VLKIM
541
Van Lanschot Kempen Investment Management
Netherlands
$222K +$222K +4,500 New
TU
542
TDAM USA
Ontario, Canada
$218K – – –
GLLW
543
Graves Light Lenhart Wealth
Virginia
$216K +$216K +4,381 New
WAM
544
Wealthspire Advisors (Maryland)
Maryland
$214K -$95.2K -1,929 -31%
PA
545
Parallel Advisors
California
$214K +$8.32K +169 +4%
MAFM
546
Mid Atlantic Financial Management
Pennsylvania
$213K +$213K +4,322 New
AI
547
Atria Investments
North Carolina
$213K +$213K +4,322 New
HCM
548
Hodges Capital Management
Texas
$212K -$57.9K -1,175 -21%
NSAM
549
North Star Asset Management
Wisconsin
$211K – – –
PAM
550
Peak Asset Management
Colorado
$210K – – –
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