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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 %
BFM
601
Boothbay Fund Management
New York
$236K +$236K +3,644 New
ER
602
Enlightenment Research
Florida
$234K +$234K +3,600 New
MAFM
603
Mid Atlantic Financial Management
Pennsylvania
$231K -$34.2K -528 -13%
AW
604
Alpha Windward
Massachusetts
$231K – – –
MNBTD
605
Moody National Bank Trust Division
Texas
$231K – – –
CIA
606
CSat Investment Advisory
Michigan
$230K -$12.3K -190 -5%
NAS
607
Nicolet Advisory Services
Wisconsin
$230K +$260 +4 +0.1%
LNC
608
Lincoln National Corp
Pennsylvania
$228K -$195 -3 -0.1%
OFW
609
Omnia Family Wealth
Florida
$227K – – –
FAIM
610
Financial Advocates Investment Management
Washington
$227K +$2.6K +40 +1%
SCM
611
Schnieders Capital Management
California
$226K +$6.48K +100 +3%
MA
612
MANA Advisors
New York
$225K +$225K +3,469 New
GVAG
613
Great Valley Advisor Group
Delaware
$225K +$225K +3,472 New
LIM
614
Leavell Investment Management
Alabama
$224K +$224K +3,435 New
EWA
615
EP Wealth Advisors
California
$223K – – –
CG
616
Corundum Group
Colorado
$222K -$259 -4 -0.1%
PTC
617
Private Trust Company
Ohio
$221K -$14.3K -221 -6%
ISB
618
Iowa State Bank
Iowa
$221K – – –
YMRC
619
Yorktown Management & Research Company
Virginia
$221K – – –
PFSC
620
Peoples Financial Services Corp
Pennsylvania
$221K – – –
SC
621
SouthState Corp
Florida
$220K -$3.44K -53 -2%
LFAS
622
Level Four Advisory Services
Texas
$219K -$1.17K -18 -0.5%
IFAM
623
Institutional & Family Asset Management
Colorado
$219K +$1.1K +17 +0.5%
GWM
624
GSB Wealth Management
Connecticut
$218K – – –
HPC
625
HM Payson & Co
Maine
$217K -$14.6K -225 -6%
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25
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