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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
526
American Portfolios Advisors
New York
$279K -$297 -5 -0.1%
GT
527
Glenview Trust
Kentucky
$278K -$55.6K -934 -17%
PFP
528
Pinnacle Financial Partners
Tennessee
$277K -$36.2K -609 -12%
FFBTD
529
First Financial Bank - Trust Division
Ohio
$276K -$30.8K -517 -10%
B
530
Bailard
California
$274K – – –
PA
531
Parallel Advisors
California
$272K +$21K +353 +8%
SA
532
Strategic Advisors
New York
$270K +$270K +4,554 New
BOH
533
Bank of Hawaii
Hawaii
$269K -$55.1K -926 -17%
CA
534
Claro Advisors
Massachusetts
$269K -$27.8K -467 -9%
GLLW
535
Graves Light Lenhart Wealth
Virginia
$265K – – –
SBL
536
Sargent Bickham Lagudis
Colorado
$262K +$356 +6 +0.1%
PGFC
537
Peapack-Gladstone Financial Corp
New Jersey
$260K +$260K +4,370 New
Jones Financial Companies
538
Jones Financial Companies
Missouri
$259K -$4.47K -75 -2%
IB
539
Intrust Bank
Kansas
$257K -$32K -539 -11%
HCM
540
Hodges Capital Management
Texas
$256K – – –
NSAM
541
North Star Asset Management
Wisconsin
$255K – – –
MWM
542
Mission Wealth Management
California
$254K -$33K -555 -12%
CIA
543
ClearBridge Investments (Australia)
Australia
$253K -$13.9K -232 -5%
PAM
544
Peak Asset Management
Colorado
$253K – – –
GAM
545
Gotham Asset Management
New York
$251K +$251K +4,211 New
NIT
546
NumerixS Investment Technologies
British Columbia, Canada
$250K +$250K +4,200 New
TWA
547
TCI Wealth Advisors
Arizona
$247K – – –
TAM
548
Tealwood Asset Management
Minnesota
$247K – – –
SBSB
549
Sullivan, Bruyette, Speros & Blaney
Virginia
$245K – – –
CTA
550
Chesley Taft & Associates
Illinois
$244K – – –
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