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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 %
JIR
576
James Investment Research
Ohio
$14K – – –
CTB
577
Country Trust Bank
Illinois
$14K +$14K +350 New
FBT
578
First Bank & Trust
South Dakota
$14K +$14K +350 New
FFW
579
Fusion Family Wealth
New York
$14K +$14K +350 New
AssetMark Inc
580
AssetMark Inc
California
$14K +$14K +351 New
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
CGT
582
Capital Guardian Trust
California
$13K – – –
MWM
583
MinichMacGregor Wealth Management
New York
$13K – – –
RFM
584
Royal Fund Management
Florida
$13K +$13K +328 New
FPFS
585
First Personal Financial Services
North Carolina
$12K – – –
HFM
586
Hartford Financial Management
Connecticut
$12K – – –
ECM
587
Exchange Capital Management
Michigan
$11K – – –
GI
588
Gradient Investments
Minnesota
$11K – – –
WA
589
WealthTrust-Arizona
Arizona
$11K +$6.9K +168 +168%
AWMS
590
Advocacy Wealth Management Services
Georgia
$11K +$11K +274 New
SWA
591
Sutton Wealth Advisors
Florida
$10.2K – – –
HWP
592
Hefty Wealth Partners
Indiana
$10K – – –
CFS
593
Commonwealth Financial Services
West Virginia
$9K – – –
AII
594
AGF Investments Inc
Ontario, Canada
$9K – – –
SNT
595
Security National Trust
West Virginia
$9K – – –
EF
596
Empirical Finance
Pennsylvania
$9K +$9K +219 New
WPA
597
West Paces Advisors
Georgia
$8.79K +$8.79K +216 New
WOC
598
West Oak Capital
California
$8.14K – – –
GEA
599
Glen Eagle Advisors
New Jersey
$8.14K +$8.14K +200 New
TC
600
Trust Company
Kansas
$8K -$3.56K -89 -31%
22 23
24
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