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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.49B
2
BlackRock
BlackRock
New York
$3.39B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$923M
4
State Street
State Street
Massachusetts
$1.76B
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$351M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
2
SI
Scout Investments
Missouri
$12.9M
3
Bank of America
Bank of America
North Carolina
$229M
4
CTA
Carillon Tower Advisers
Florida
$8.85M
5
BC
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
801
UMB Bank
Missouri
$368 +$30 +462 +9%
SWP
802
Strategic Wealth Partners
Ohio
$12 – – –
BC
803
Brookfield Corp
Ontario, Canada
– -$57.4M -964,058 Closed
H
804
Hexavest
Quebec, Canada
– -$39.4M -662,431 Closed
Lord, Abbett & Co
805
Lord, Abbett & Co
New Jersey
– -$18.2M -306,300 Closed
MSE
806
MUFG Securities EMEA
United Kingdom
– -$7.59M -127,500 Closed
WMSA
807
Weiss Multi-Strategy Advisers
New York
– -$7.44M -125,001 Closed
SHA
808
Shelter Harbor Advisors
Connecticut
– -$7.44M -125,000 Closed
TPCM
809
Three Peaks Capital Management
Colorado
– -$5.25M -88,248 Closed
CBOA
810
Commonwealth Bank of Australia
Australia
– -$4.01M -67,500 Closed
Capital Fund Management (CFM)
811
Capital Fund Management (CFM)
France
– -$3.92M -65,886 Closed
Koshinski Asset Management
812
Koshinski Asset Management
Illinois
– -$1.82M -30,577 Closed
ECM
813
Element Capital Management
New York
– -$1.38M -23,134 Closed
ERSOT
814
Employees Retirement System of Texas
Texas
– -$1.25M -21,000 Closed
DIA
815
Dean Investment Associates
Ohio
– -$1.1M -18,540 Closed
TFA
816
Transamerica Financial Advisors
Florida
– -$746K -12,535 Closed
DCM
817
Dean Capital Management
Kansas
– -$725K -12,184 Closed
IUHSA
818
Itau Unibanco Holding S.A.
Brazil
– -$699K -11,754 Closed
JG
819
Jefferies Group
New York
– -$632K -10,619 Closed
AIM
820
Axiom Investment Management
New York
– -$591K -9,927 Closed
BCM
821
Bayesian Capital Management
New York
– -$529K -8,900 Closed
EHC
822
Everett Harris & Co
California
– -$529K -8,900 Closed
WA
823
WESPAC Advisors
California
– -$513K -8,628 Closed
CCM
824
Crabel Capital Management
California
– -$406K -6,825 Closed
SC
825
Sawyer & Company
Massachusetts
– -$405K -6,815 Closed
31 32
33
34 35