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Xcel Energy
XEL

Overview Fund Activity

627 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
94
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$355M
2
AQR Capital Management
AQR Capital Management
Connecticut
$197M
3
Millennium Management
Millennium Management
New York
$204M
4
Wells Fargo
Wells Fargo
California
$165M
5
Victory Capital Management
Victory Capital Management
Texas
$132M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$120M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$460M
3
TCIM
TIAA CREF Investment Management
New York
$191M
4
Principal Financial Group
Principal Financial Group
Iowa
$31.1M
5
Capital World Investors
Capital World Investors
California
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
551
Bartlett & Co
Ohio
$32K – – –
EA
552
Edge Advisors
Georgia
$31K +$31K +780 New
FAM
553
Fred Alger Management
New York
$30K – – –
MRCM
554
M&R Capital Management
New Jersey
$29K – – –
NYLT
555
New York Life Trust
New York
$29K +$29K +713 New
PMFA
556
Plante Moran Financial Advisors
Michigan
$28K +$8.46K +209 +43%
LWA
557
Lowe Wealth Advisors
Maryland
$27K – – –
FCB
558
First Command Bank
Texas
$26K +$26K +644 New
FCFS
559
First Command Financial Services
Texas
$26K +$26K +644 New
AIM
560
Arcadia Investment Management
Michigan
$25K – – –
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
CIA
562
ClearBridge Investments (Australia)
Australia
$25K +$25K +604 New
ACM
563
Armbruster Capital Management
New York
$24K – – –
Korea Investment Corp
564
Korea Investment Corp
South Korea
$24K +$24K +599 New
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$22.6K +$22.6K +555 New
ClearBridge Investments
566
ClearBridge Investments
New York
$20K – – –
HPBT
567
High Point Bank & Trust
North Carolina
$20K – – –
FHA
568
First Horizon Advisors
Tennessee
$20K – – –
ACS
569
Archford Capital Strategies
Illinois
$20K – – –
CHP
570
Cable Hill Partners
Oregon
$20K +$8.15K +198 +69%
GAM
571
Gemmer Asset Management
California
$19K – – –
AIS
572
Accurate Investment Solutions
Pennsylvania
$18K +$167 +4 +0.9%
BCI
573
Brinker Capital Investments
Pennsylvania
$18K +$18K +434 New
ZB
574
Zions Bancorporation
Utah
$17K +$8.71K +212 +105%
BWP
575
Baldwin Wealth Partners
Massachusetts
$16K – – –
21 22
23
24 25