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Xcel Energy
XEL

Overview Fund Activity

633 hedge funds and large institutions have $16.9B invested in Xcel Energy in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
15.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
229
Reduced
197
Closed
44
Calls
$5.85M
Puts
$21.2M
Net Calls
-$15.4M
Net Calls Change
-$9.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
2
Principal Financial Group
Principal Financial Group
Iowa
$172M
3
Ameriprise
Ameriprise
Minnesota
$268M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$104M
5
Cohen & Steers
Cohen & Steers
New York
$150M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$225M
2
BlackRock
BlackRock
New York
$1.85B
3
Capital World Investors
Capital World Investors
California
$84.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
$158M
5
TSW
Thompson Siegel & Walmsley
Virginia
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
626
Focused Wealth Management
New York
$2K – – –
PFP
627
Pinnacle Financial Partners
Tennessee
$2K +$2K +45 New
BWM
628
Baystate Wealth Management
Massachusetts
$1K – – –
TFO
629
Tarbox Family Office
California
$1K – – –
GWS
630
Glassman Wealth Services
Virginia
$1K – – –
MA
631
MCF Advisors
Kentucky
$1K +$1K +25 New
IWM
632
IHT Wealth Management
Illinois
$2 +$2 +637 New
CIM
633
Castleton Investment Management
Connecticut
– -$20.6M -464,255 Closed
QIM
634
Quantitative Investment Management
Virginia
– -$9.62M -216,400 Closed
TC
635
Travelers Companies
Minnesota
– -$8.53M -192,000 Closed
BBP
636
Banco BTG Pactual
Brazil
– -$5.47M -123,000 Closed
EGM
637
Engineers Gate Manager
New York
– -$4.26M -95,915 Closed
Rafferty Asset Management
638
Rafferty Asset Management
New York
– -$4.05M -91,158 Closed
Calamos Advisors
639
Calamos Advisors
Illinois
– -$2M -45,066 Closed
CIM
640
Corda Investment Management
Texas
– -$1.99M -44,740 Closed
IA
641
Icon Advisers
Colorado
– -$1.53M -34,500 Closed
TH
642
Timber Hill
Connecticut
– -$1.2M -26,894 Closed
AMI
643
Amica Mutual Insurance
Rhode Island
– -$1.19M -26,713 Closed
Truist Financial
644
Truist Financial
North Carolina
– -$878K -19,758 Closed
APFBOT
645
Amica Pension Fund Board of Trustees
Rhode Island
– -$878K -19,746 Closed
Two Sigma Advisers
646
Two Sigma Advisers
New York
– -$791K -17,797 Closed
CC
647
Cipher Capital
New York
– -$759K -17,090 Closed
ZIM
648
Zacks Investment Management
Illinois
– -$680K -15,301 Closed
SIC
649
SFE Investment Counsel
California
– -$494K -11,120 Closed
VEA
650
Virtus ETF Advisers
New York
– -$452K -10,178 Closed
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