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Xcel Energy
XEL

Overview Fund Activity

627 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.

Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
94
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$355M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$197M
3
Millennium Management
3
Millennium Management
New York
$204M
4
Wells Fargo
4
Wells Fargo
California
$165M
5
Victory Capital Management
5
Victory Capital Management
Texas
$132M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$120M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$460M
3
TCIM
3
TIAA CREF Investment Management
New York
$191M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$31.1M
5
Capital World Investors
5
Capital World Investors
California
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
651
Moore Capital Management
New York
– – -6,014 Closed
FIM
652
Freedom Investment Management
Connecticut
– – -5,901 Closed
TU
653
TDAM USA
Ontario, Canada
– – -5,440 Closed
PHK
654
Point72 Hong Kong
Hong Kong
– – -5,000 Closed
WJA
655
Williams Jones & Associates
New York
– – -4,900 Closed
RCA
656
Rowland Carmichael Advisors
Arizona
– – -4,897 Closed
TG
657
TLP Group
Illinois
– – -2,935 Closed
ACM
658
Argentus Capital Management
Texas
– – -2,050 Closed
MA
659
MUFG Americas
New York
– – -1,998 Closed
IWM
660
Integrated Wealth Management
California
– – -1,115 Closed
AP
661
Atwood & Palmer
Missouri
– – -800 Closed
JSAM
662
J. Safra Asset Management
New York
– – -769 Closed
KA
663
Klingman & Associates
New York
– – -687 Closed
VCM
664
Vigilant Capital Management
Maine
– – -522 Closed
LAM
665
Lebenthal Asset Management
New York
– – -480 Closed
LWA
666
Lenox Wealth Advisors
New York
– – -451 Closed
S
667
SignatureFD
Georgia
– – -435 Closed
FFC
668
First Financial Corp
Indiana
– – -355 Closed
1832 Asset Management
669
1832 Asset Management
Ontario, Canada
– – -95 Closed
HCM
670
Herndon Capital Management
Georgia
– – -47 Closed
DPA
671
Delphi Private Advisors
California
– – -28 Closed
TFO
672
Tarbox Family Office
California
$0 11 -3 -21%
Wolverine Trading
673
Wolverine Trading
Illinois
– – – –
ID
674
Integral Derivatives
New York
– – – –
GWS
675
Glassman Wealth Services
Virginia
$0 11 +11 New
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