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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
576
Affinity Investment Advisors
California
$260K – – –
ATFA
577
All Terrain Financial Advisors
Minnesota
$260K – – –
MA
578
Montag & Associates
Georgia
$259K -$1.24K -19 -0.5%
AC
579
Avestar Capital
New York
$259K +$2.86K +44 +1%
OSNBOA
580
Old Second National Bank of Aurora
Illinois
$258K – – –
PFS
581
Prospera Financial Services
Texas
$257K -$157K -2,421 -38%
ZIM
582
Zacks Investment Management
Illinois
$257K +$257K +3,954 New
OWD
583
Osborn Williams & Donohoe
Ohio
$255K – – –
GWA
584
Guidant Wealth Advisors
Illinois
$254K +$325 +5 +0.1%
GSC
585
G&S Capital
Colorado
$254K +$62.9K +969 +33%
TCM
586
Tuttle Capital Management
Connecticut
$254K +$254K +3,962 New
CCP
587
Corient Capital Partners
California
$251K +$251K +3,864 New
NB
588
NBT Bank
New York
$250K – – –
LC
589
Lavaca Capital
Texas
$250K – – –
BBA
590
BLB&B Advisors
Pennsylvania
$249K +$249K +3,842 New
OAM
591
Oxford Asset Management
United Kingdom
$245K -$1.11M -17,073 -82%
RCA
592
Rowland Carmichael Advisors
Arizona
$245K +$5.06K +78 +2%
CA
593
Calton & Associates
Florida
$242K +$242K +3,726 New
CAM
594
Cresset Asset Management
Illinois
$241K +$10.9K +167 +5%
JIC
595
Johnson Investment Counsel
Ohio
$240K – – –
CGL
596
Clarius Group LLC
Washington
$239K -$18.6K -287 -7%
GW
597
GW & Wade
Massachusetts
$238K +$10K +154 +4%
AI
598
Atria Investments
North Carolina
$238K +$238K +3,663 New
SYBT
599
Stock Yards Bank & Trust
Kentucky
$237K – – –
KWM
600
Kingsview Wealth Management
Oregon
$236K +$236K +3,632 New
22 23
24
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