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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
826
Wealthcare Capital Management
Virginia
$3K +$3K +42 New
WHG
827
Westwood Holdings Group
Texas
$3K +$3K +42 New
RG
828
Retirement Group
California
$3K +$3K +49 New
AWA
829
Arkadios Wealth Advisors
Georgia
$2.51K +$2.51K +36 New
CCM
830
Copeland Capital Management
Pennsylvania
$2K – – –
CA
831
CXI Advisors
Indiana
$2K +$2K +24 New
PP
832
Pacifica Partners
Canada
$2K +$2K +28 New
SFG
833
Sowa Financial Group
Rhode Island
$2K +$2K +38 New
CCA
834
Column Capital Advisors
Indiana
$2K +$2K +38 New
UFF
835
USA Financial Formulas
Michigan
$1K -$4.57M -86,737 -100%
EI
836
Ellevest Inc
New York
$1K – – –
TFA
837
Transamerica Financial Advisors
Florida
$1K +$1K +3 New
ETC
838
Exchange Traded Concepts
Oklahoma
$1K +$1K +8 New
PW
839
Price Wealth
Texas
$1K +$1K +21 New
LWM
840
Lionsbridge Wealth Management
Florida
$1K +$1K +31 New
NIM
841
Nicollet Investment Management
Minnesota
$650 -$3 -51 -0.5%
LP
842
LMR Partners
United Kingdom
$328 -$547 -8,612 -63%
LS
843
Leelyn Smith
Illinois
$159 +$159 +2,525 New
PGAM
844
Princeton Global Asset Management
New Jersey
$15 +$15 +235 New
Balyasny Asset Management
845
Balyasny Asset Management
Illinois
– -$27.8M -428,140 Closed
ZP
846
Zimmer Partners
New York
– -$13.5M -207,593 Closed
SI
847
Scout Investments
Missouri
– -$12.9M -199,398 Closed
SFM
848
Stack Financial Management
Montana
– -$12.6M -194,742 Closed
CTA
849
Carillon Tower Advisers
Florida
– -$8.85M -136,350 Closed
KCM
850
Kennedy Capital Management
Missouri
– -$5.53M -85,212 Closed
32 33
34
35 36