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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
$697M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$151M
3
SI
Scout Investments
Missouri
$117M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.37B
5
CTA
Carillon Tower Advisers
Florida
$80.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$73.7M
2
Boston Partners
Boston Partners
Massachusetts
$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$486M
4
BS
Banco Santander
Spain
$0
5
ATN
AMF Tjänstepension
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
776
Focused Wealth Management
New York
$3K – – –
GWS
777
Glassman Wealth Services
Virginia
$3K +$340 +6 +13%
FGAM
778
Financial Gravity Asset Management
Texas
$3K +$3K +56 New
RWA
779
Redhawk Wealth Advisors
Minnesota
$3K +$3K +56 New
ADL
780
Asset Dedication LLC
California
$2K – – –
CHC
781
City Holding Co
West Virginia
$2K – – –
ESB
782
Essex Savings Bank
Connecticut
$2K – – –
PFGIA
783
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
GT
784
Glenmede Trust
Pennsylvania
$1.15K -$17 -281 -1%
BL
785
Balentine LLC
Georgia
$1K -$109K -2,279 -99%
UB
786
UMB Bank
Missouri
$310 -$7 -113 -2%
WIM
787
Westside Investment Management
California
$3 +$3 +66 New
BS
788
Banco Santander
Spain
– -$55.1M -980,900 Closed
ATN
789
AMF Tjänstepension
Sweden
– -$38.9M -691,338 Closed
CC
790
Carlson Capital
Texas
– -$36.7M -653,315 Closed
BC
791
Blackstart Capital
New York
– -$26.5M -470,604 Closed
BAM
792
Blueshift Asset Management
New Jersey
– -$9.4M -167,266 Closed
CIM
793
Castleton Investment Management
Connecticut
– -$9.35M -166,404 Closed
GCA
794
Gideon Capital Advisors
New York
– -$3.78M -67,323 Closed
SSA
795
Schonfeld Strategic Advisors
New York
– -$2.63M -46,700 Closed
SM
796
Sciencast Management
New Jersey
– -$2.37M -42,838 Closed
TI
797
Trexquant Investment
Connecticut
– -$1.73M -30,796 Closed
DTL
798
Dynamic Technology Lab
Singapore
– -$1.36M -24,194 Closed
LP
799
LMR Partners
United Kingdom
– -$1.29M -22,875 Closed
CIBC World Market
800
CIBC World Market
Ontario, Canada
– -$999K -17,775 Closed
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