XEL icon

Xcel Energy
XEL

Overview Fund Activity

613 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 193 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
16.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
71
Increased
233
Reduced
193
Closed
30
Calls
$9.69M
Puts
$15M
Net Calls
-$5.26M
Net Calls Change
-$6.86M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
BFA
3
BlackRock Fund Advisors
California
$722M
4
JHIU
4
Janus Henderson Investors US
Colorado
$120M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.47B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$858K
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$7.56M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$364M
4
Franklin Resources
4
Franklin Resources
California
$577M
5
Goldman Sachs
5
Goldman Sachs
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
551
Monetary Management Group
Missouri
$39K – – –
QCG
552
Quadrant Capital Group
Ohio
$38K – – –
AP
553
Atwood & Palmer
Missouri
$36K – – –
BC
554
Bartlett & Co
Ohio
$35K – – –
JSAM
555
J. Safra Asset Management
New York
$34K +$34K +769 New
MRCM
556
M&R Capital Management
New Jersey
$32K +$32K +734 New
KA
557
Klingman & Associates
New York
$31K – – –
LWA
558
Lowe Wealth Advisors
Maryland
$29K – – –
PSUF
559
People's United Financial
Connecticut
$28K -$278K -6,161 -91%
AIM
560
Arcadia Investment Management
Michigan
$27K – – –
ACM
561
Armbruster Capital Management
New York
$27K – – –
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$27K – – –
ANBT
563
American National Bank & Trust
Texas
$26K – – –
VCM
564
Vigilant Capital Management
Maine
$23K – – –
ClearBridge Investments
565
ClearBridge Investments
New York
$22K – – –
HPBT
566
High Point Bank & Trust
North Carolina
$22K – – –
PMFA
567
Plante Moran Financial Advisors
Michigan
$22K +$960 +21 +5%
ACS
568
Archford Capital Strategies
Illinois
$22K +$22K +495 New
GAM
569
Gemmer Asset Management
California
$21K – – –
FAM
570
Fred Alger Management
New York
$21K +$12.1K +277 +137%
LWA
571
Lenox Wealth Advisors
New York
$20K – – –
S
572
SignatureFD
Georgia
$19K -$2.32K -53 -11%
AIS
573
Accurate Investment Solutions
Pennsylvania
$19K +$179 +4 +1%
FHA
574
First Horizon Advisors
Tennessee
$17K -$166K -3,760 -91%
FFC
575
First Financial Corp
Indiana
$16K -$45.1K -1,000 -74%
21 22
23
24 25