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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 %
DAM
601
Delta Asset Management
Tennessee
$8K – – –
CB
602
Community Bank
New York
$8K – – –
AIM
603
Advantage Investment Management
Iowa
$8K +$8K +200 New
GS
604
GAM Systematic
United Kingdom
$7K -$527K -13,330 -99%
VNA
605
Valley National Advisers
Pennsylvania
$6K -$5.69K -147 -49%
GRP
606
Global Retirement Partners
California
$6K +$6K +140 New
CG
607
Cutler Group
California
$5K -$410K -11,151 -99%
FMP
608
Financial Management Professionals
Texas
$5K – – –
LNB
609
Ledyard National Bank
$5K – – –
AC
610
Alexandria Capital
Virginia
$5K – – –
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +122 New
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
PFS
613
Physicians Financial Services
North Carolina
$4K – – –
Bessemer Group
614
Bessemer Group
New Jersey
$3K -$60.2K -1,325 -95%
SEC
615
Seven Eight Capital
New York
$3K +$3K +71 New
PCP
616
Proficio Capital Partners
Massachusetts
$3K +$3K +82 New
FWM
617
Focused Wealth Management
New York
$2K -$140K -3,500 -99%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$2K – – –
FIB
619
First Interstate Bank
Montana
$2K – – –
PRS
620
Pinkerton Retirement Specialists
Idaho
$2K +$340 +8 +21%
TDC
621
Thompson Davis & Co
Virginia
$2K +$816 +20 +69%
LS
622
Livforsakringsbolaget Skandia
Sweden
$1.34K +$1.34K +33,029 New
GVT
623
Genesee Valley Trust
New York
$819 +$393 +9,669 +92%
SLF
624
Sun Life Financial
Ontario, Canada
$272 +$272 +11 New
BCM
625
Bridgeway Capital Management
Texas
– -$36.6M -890,200 Closed
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25
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