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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 %
BBHC
626
Brown Brothers Harriman & Co
New York
$4K – – –
KTC
627
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
DSI
628
Daiwa SB Investments
Japan
$4K +$4K +90 New
TDC
629
Thompson Davis & Co
Virginia
$2K – – –
MFT
630
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +33 New
WPC
631
White Pine Capital
Minnesota
$1.45K -$32 -675 -2%
BWM
632
Baystate Wealth Management
Massachusetts
$1K – – –
TFO
633
Tarbox Family Office
California
$1K – – –
MA
634
MCF Advisors
Kentucky
$1K – – –
GWS
635
Glassman Wealth Services
Virginia
$1K – – –
OFS
636
Orrstown Financial Services
Pennsylvania
$1K +$1K +31 New
LA
637
Legacy Advisors
Pennsylvania
$1K +$1K +36 New
Capital World Investors
638
Capital World Investors
California
– -$84.2M -1,836,270 Closed
Adage Capital Partners
639
Adage Capital Partners
Massachusetts
– -$33.3M -726,700 Closed
CC
640
Carlson Capital
Texas
– -$29.7M -647,589 Closed
BC
641
Blackstart Capital
New York
– -$15M -328,333 Closed
SG Americas Securities
642
SG Americas Securities
New York
– -$5.83M -127,149 Closed
CMBA
643
C.M. Bidwell & Associates
Hawaii
– -$3.08M -67,140 Closed
BCM
644
BlueCrest Capital Management
Jersey
– -$2.94M -63,985 Closed
OAM
645
Oxford Asset Management
United Kingdom
– -$2.41M -52,412 Closed
DF
646
Donoghue Forlines
Massachusetts
– -$2.14M -46,739 Closed
VanEck Associates
647
VanEck Associates
New York
– -$1.85M -40,339 Closed
Voloridge Investment Management
648
Voloridge Investment Management
Florida
– -$1.56M -34,050 Closed
Balyasny Asset Management
649
Balyasny Asset Management
Illinois
– -$1.54M -33,572 Closed
SG
650
StoneX Group
New York
– -$1.4M -30,586 Closed
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