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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
626
TrustCore Financial Services
Tennessee
$135K +$65.1K +1,092 +93%
NFG
627
Next Financial Group
Texas
$134K +$32.5K +545 +32%
FANJ
628
Financial Architects (New Jersey)
New Jersey
$132K -$81.7K -1,378 -38%
CL
629
CSS LLC
Illinois
$131K +$131K +2,200 New
OIA
630
OneDigital Investment Advisors
Kansas
$130K – – –
CFB
631
Cullen/Frost Bankers
Texas
$129K -$12.5K -211 -9%
AF
632
Allworth Financial
California
$128K – – –
JFA
633
JNBA Financial Advisors
Minnesota
$127K – – –
PRC
634
Pearl River Capital
Michigan
$124K -$109K -1,834 -47%
CFA
635
Carroll Financial Associates
North Carolina
$122K – – –
BEI
636
Benjamin Edwards Inc
Missouri
$121K -$5.37K -90 -4%
DZ Bank
637
DZ Bank
Germany
$119K – – –
Group One Trading
638
Group One Trading
Illinois
$115K +$115K +1,939 New
ED
639
Exane Derivatives
France
$113K +$1.19K +20 +1%
PB
640
Pinnacle Bancorp
Nebraska
$105K – – –
PCM
641
Prelude Capital Management
New York
$105K +$105K +1,770 New
QCG
642
Quadrant Capital Group
Ohio
$103K – – –
IWA
643
IBEX Wealth Advisors
New Jersey
$103K +$103K +1,743 New
LC
644
Lindbrook Capital
California
$102K -$590 -10 -0.6%
TCM
645
Tradewinds Capital Management
Washington
$102K – – –
First Manhattan
646
First Manhattan
New York
$101K – – –
WEC
647
Winslow Evans & Crocker
Massachusetts
$100K – – –
BCWM
648
Bartlett & Co Wealth Management
Ohio
$94.3K – – –
BC
649
Bartlett & Co
Ohio
$94K – – –
AS
650
Altshuler Shaham
Israel
$93K +$47.2K +798 +103%
24 25
26
27 28