XEL icon

Xcel Energy
XEL

Overview Fund Activity

624 hedge funds and large institutions have $16.3B invested in Xcel Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
57
Increased
231
Reduced
200
Closed
49
Calls
$11.9M
Puts
$17.5M
Net Calls
-$5.55M
Net Calls Change
-$8.68M

Top Buyers

1
BlackRock
BlackRock
New York
$1.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$790M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$59.5M
4
Millennium Management
Millennium Management
New York
$279M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$84.2M
2
TCIM
TIAA CREF Investment Management
New York
$166M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
4
Morgan Stanley
Morgan Stanley
New York
$40.7M
5
Jennison Associates
Jennison Associates
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
601
Community Bank
New York
$9K – – –
GEA
602
Glen Eagle Advisors
New Jersey
$8.89K – – –
VNA
603
Valley National Advisers
Pennsylvania
$7K – – –
GRP
604
Global Retirement Partners
California
$6K – – –
PCP
605
Proficio Capital Partners
Massachusetts
$6K +$2.27K +50 +61%
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
LNB
607
Ledyard National Bank
$5K – – –
FMP
608
Financial Management Professionals
Texas
$5K – – –
AC
609
Alexandria Capital
Virginia
$5K – – –
KTC
610
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
PG
611
Patten Group
Tennessee
$4K +$4K +79 New
BBHC
612
Brown Brothers Harriman & Co
New York
$4K +$4K +94 New
NYLT
613
New York Life Trust
New York
$3K -$33.9K -655 -92%
ST
614
Somerset Trust
Pennsylvania
$3K +$3K +66 New
PFBT
615
Parkside Financial Bank & Trust
Missouri
$2K – – –
TDC
616
Thompson Davis & Co
Virginia
$2K – – –
FWM
617
Focused Wealth Management
New York
$2K – – –
BWM
618
Baystate Wealth Management
Massachusetts
$1K +$1K +8 New
GVT
619
Genesee Valley Trust
New York
$869 -$25 -573 -3%
SLF
620
Sun Life Financial
Ontario, Canada
$274 +$23 +1 +9%
Two Sigma Investments
621
Two Sigma Investments
New York
– -$17.8M -438,148 Closed
Marshall Wace
622
Marshall Wace
United Kingdom
– -$4.85M -119,162 Closed
NC
623
Northpointe Capital
Michigan
– -$4.32M -106,197 Closed
PDN
624
Pensionfund DSM Netherlands
Netherlands
– -$3.34M -82,000 Closed
SCM
625
Stevens Capital Management
Pennsylvania
– -$2.49M -61,125 Closed
23 24
25
26 27