XEL icon

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 %
HT
576
Heritage Trust
Oklahoma
$33K – – –
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$33K +$33K +701 New
LWA
578
Lowe Wealth Advisors
Maryland
$31K – – –
IWM
579
IHT Wealth Management
Illinois
$30K – – –
AIM
580
Arcadia Investment Management
Michigan
$29K – – –
CHP
581
Cable Hill Partners
Oregon
$28K +$6.09K +130 +28%
ED
582
Exane Derivatives
France
$27.6K +$15K +317 +119%
GI
583
GS Investments
Minnesota
$27.2K – – –
ANBT
584
American National Bank & Trust
Texas
$27K – – –
EFSCE
585
Enterprise Financial Services Corp (EFSC)
Missouri
$27K – – –
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
$26.3K – – –
PMFA
587
Plante Moran Financial Advisors
Michigan
$25K +$141 +3 +0.6%
ClearBridge Investments
588
ClearBridge Investments
New York
$24K – – –
GAM
589
Gemmer Asset Management
California
$22K – – –
MFBTD
590
MB Financial Bank - Trust Department
Illinois
$21K – – –
AIS
591
Accurate Investment Solutions
Pennsylvania
$21K +$143 +3 +0.7%
ZB
592
Zions Bancorporation
Utah
$21K +$15.1K +325 +256%
AIM
593
Advantage Investment Management
Iowa
$20K +$5.75K +121 +40%
FCB
594
First Command Bank
Texas
$20K +$6.17K +131 +45%
FCFS
595
First Command Financial Services
Texas
$20K +$6.17K +131 +45%
CTB
596
Country Trust Bank
Illinois
$17K – – –
SFG
597
SevenBridge Financial Group
Pennsylvania
$17K – – –
TF
598
Tompkins Financial
New York
$16K – – –
HR
599
Howe & Rusling
New York
$16K +$2.95K +63 +23%
CBT
600
Capital Bank & Trust
California
$15K – – –
22 23
24
25 26