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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 %
CPA
676
Clear Perspective Advisors
Illinois
$54K +$54K +900 New
NCM
677
Nelson Capital Management
California
$52K – – –
MIP
678
Mondrian Investment Partners
United Kingdom
$49K – – –
VC
679
Vestor Capital
Illinois
$49K – – –
CAL
680
Capital Analysts LLC
Pennsylvania
$48K – – –
THWM
681
Taylor Hoffman Wealth Management
Virginia
$48K – – –
FCA
682
FinTrust Capital Advisors
South Carolina
$46K -$6.22K -104 -12%
AIL
683
AGF Investments LLC
Ontario, Canada
$44K +$44K +740 New
LA
684
Legacy Advisors
Pennsylvania
$43K -$2.12K -36 -5%
MRCM
685
M&R Capital Management
New Jersey
$43K – – –
FBT
686
First Bank & Trust
South Dakota
$43K +$1.71K +29 +4%
ARMC
687
American Research & Management Company
Massachusetts
$42K – – –
CTB
688
Country Trust Bank
Illinois
$41K +$20.5K +350 +100%
Parallax Volatility Advisers
689
Parallax Volatility Advisers
California
$41K +$41K +688 New
WTC
690
WhitTier Trust Company
Nevada
$40K – – –
LWA
691
Lowe Wealth Advisors
Maryland
$39K – – –
AIM
692
Arcadia Investment Management
Michigan
$37K – – –
CC
693
Centiva Capital
New York
$37K +$37K +620 New
RA
694
Rational Advisors
New York
$36K -$87.8K -1,476 -71%
SIAS
695
Shine Investment Advisory Services
Colorado
$36K – – –
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$36K – – –
ANBT
697
American National Bank & Trust
Texas
$34K – – –
ONST
698
Old North State Trust
North Carolina
$32K – – –
GSWM
699
Golden State Wealth Management
California
$32K – – –
FPFS
700
First Personal Financial Services
North Carolina
$31K +$1.53K +26 +5%
26 27
28
29 30