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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
651
Bessemer Group
New Jersey
$36K +$18K +372 +101%
ARMC
652
American Research & Management Company
Massachusetts
$34K -$37.5K -773 -52%
LWA
653
Lowe Wealth Advisors
Maryland
$32K – – –
PWMG
654
Prestige Wealth Management Group
New Jersey
$32K +$32K +639 New
Group One Trading
655
Group One Trading
Illinois
$32K +$32K +651 New
EFSCE
656
Enterprise Financial Services Corp (EFSC)
Missouri
$30K -$4.46K -91 -13%
AIM
657
Arcadia Investment Management
Michigan
$30K – – –
SIAS
658
Shine Investment Advisory Services
Colorado
$30K – – –
ANBT
659
American National Bank & Trust
Texas
$29K – – –
GI
660
GS Investments
Minnesota
$28.3K – – –
DWA
661
Dougherty Wealth Advisers
Minnesota
$27K +$27K +500 New
BAM
662
Bruderman Asset Management
New York
$27K +$27K +542 New
ONST
663
Old North State Trust
North Carolina
$26K – – –
AS
664
Altshuler Shaham
Israel
$26K +$26K +523 New
MMG
665
Monetary Management Group
Missouri
$25K – – –
ClearBridge Investments
666
ClearBridge Investments
New York
$25K – – –
FPFS
667
First Personal Financial Services
North Carolina
$25K – – –
WAP
668
Wealthcare Advisory Partners
Pennsylvania
$25K +$149 +3 +0.6%
GAM
669
Gemmer Asset Management
California
$25K +$2.39K +49 +11%
WDL
670
Well Done LLC
Michigan
$25K +$25K +500 New
CIAS
671
Capital Investment Advisory Services
North Carolina
$25K +$25K +500 New
CC
672
Claybrook Capital
Massachusetts
$25K +$25K +500 New
ACS
673
Archford Capital Strategies
Illinois
$24K – – –
CTB
674
Country Trust Bank
Illinois
$24K – – –
TRCT
675
Tower Research Capital (TRC)
New York
$23K -$84.5K -1,745 -79%
25 26
27
28 29