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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 %
VCM
551
Versant Capital Management
Arizona
$63K +$568 +12 +0.9%
DSC
552
Duncker Streett & Co
Missouri
$62K – – –
RAM
553
Riggs Asset Management
Pennsylvania
$62K – – –
TRCT
554
Tower Research Capital (TRC)
New York
$60K +$45.5K +955 +315%
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K – – –
VIA
556
Vantage Investment Advisors
Pennsylvania
$59K – – –
WC
557
Whitnell & Co
Illinois
$57K – – –
PWM
558
Perigon Wealth Management
California
$57K – – –
FPFS
559
First Personal Financial Services
North Carolina
$57K – – –
RFM
560
Royal Fund Management
Florida
$57K +$41.5K +878 +268%
GLI
561
Guardian Life Insurance
New York
$55K +$475 +10 +0.9%
ARMC
562
American Research & Management Company
Massachusetts
$52K – – –
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$51K +$32.1K +675 +170%
IIC
564
Integrated Investment Consultants
Michigan
$47K – – –
CCM
565
Cribstone Capital Management
Maine
$46K – – –
CPA
566
Clear Perspective Advisors
Illinois
$43K – – –
OIA
567
OneDigital Investment Advisors
Kansas
$41K -$120K -2,553 -75%
OC
568
Oakworth Capital
Alabama
$41K – – –
CAW
569
Cornerstone Advisors (Washington)
Washington
$41K – – –
QCG
570
Quadrant Capital Group
Ohio
$40K – – –
CHC
571
City Holding Co
West Virginia
$37K – – –
BC
572
Bartlett & Co
Ohio
$37K – – –
MMG
573
Monetary Management Group
Missouri
$37K – – –
EA
574
Edge Advisors
Georgia
$35K – – –
MRCM
575
M&R Capital Management
New Jersey
$34K – – –
21 22
23
24 25