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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 %
MWM
601
MinichMacGregor Wealth Management
New York
$15K – – –
SNT
602
Security National Trust
West Virginia
$15K – – –
HFM
603
Hartford Financial Management
Connecticut
$14K – – –
WA
604
WealthTrust-Arizona
Arizona
$13K – – –
AWMS
605
Advocacy Wealth Management Services
Georgia
$12K – – –
HWP
606
Hefty Wealth Partners
Indiana
$12K – – –
SWA
607
Sutton Wealth Advisors
Florida
$11.9K – – –
HAM
608
Highstreet Asset Management
Ontario, Canada
$11K – – –
WPA
609
West Paces Advisors
Georgia
$10.2K – – –
FHA
610
First Horizon Advisors
Tennessee
$10K – – –
TG
611
TLP Group
Illinois
$10K +$10K +215 New
GEA
612
Glen Eagle Advisors
New Jersey
$9.46K – – –
DAM
613
Delta Asset Management
Tennessee
$9K – – –
SAM
614
Solaris Asset Management
New York
$8K – – –
CB
615
Community Bank
New York
$7K -$2.33K -50 -25%
PFBT
616
Parkside Financial Bank & Trust
Missouri
$7K -$288 -6 -4%
VNA
617
Valley National Advisers
Pennsylvania
$7K – – –
LNB
618
Ledyard National Bank
$6K – – –
FMP
619
Financial Management Professionals
Texas
$6K – – –
AC
620
Alexandria Capital
Virginia
$6K – – –
PCP
621
Proficio Capital Partners
Massachusetts
$6K – – –
JIR
622
James Investment Research
Ohio
$5K -$4.74K -109 -49%
GRP
623
Global Retirement Partners
California
$5K – – –
FWM
624
Focused Wealth Management
New York
$5K +$2.5K +50 +100%
Bessemer Group
625
Bessemer Group
New Jersey
$5K +$5K +105 New
23 24
25
26 27