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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$761M
2
Capital World Investors
Capital World Investors
California
$1.26B
3
BC
Brookfield Corp
Ontario, Canada
$170M
4
MAM
Magellan Asset Management
Australia
$2.03B
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$241M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$81.2M
3
Victory Capital Management
Victory Capital Management
Texas
$255M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.98B
5
BlackRock
BlackRock
New York
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
826
CenturyLink Investment Management
Colorado
– -$1.16M -19,236 Closed
TC
827
Toews Corporation
New Jersey
– -$1.02M -16,900 Closed
WAM
828
Wakefield Asset Management
Colorado
– -$1.02M -16,879 Closed
JG
829
Jefferies Group
New York
– -$879K -14,579 Closed
AL
830
AJO LP
Pennsylvania
– -$868K -14,422 Closed
GAM
831
Gotham Asset Management
New York
– -$762K -12,634 Closed
PIA
832
Piedmont Investment Advisors
North Carolina
– -$604K -10,021 Closed
AI
833
Atria Investments
North Carolina
– -$580K -9,624 Closed
OMC
834
Old Mission Capital
Illinois
– -$548K -9,081 Closed
MERSOM
835
Municipal Employees' Retirement System of Michigan
Michigan
– -$448K -7,430 Closed
II
836
Inspire Investing
Idaho
– -$428K -7,093 Closed
VFA
837
Voya Financial Advisors
Connecticut
– -$423K -6,765 Closed
EWM
838
Evercore Wealth Management
New York
– -$401K -6,661 Closed
AL
839
Aspiriant LLC
California
– -$376K -6,238 Closed
JIP
840
Jaffetilchin Investment Partners
Florida
– -$368K -6,097 Closed
OWM
841
Orgel Wealth Management
Wisconsin
– -$307K -5,095 Closed
CWM
842
Calamos Wealth Management
Illinois
– -$284K -4,710 Closed
NIT
843
NumerixS Investment Technologies
British Columbia, Canada
– -$277K -4,600 Closed
LOAME
844
Lombard Odier Asset Management (Europe)
United Kingdom
– -$269K -4,453 Closed
MC
845
Maverick Capital
Texas
– -$265K -4,391 Closed
CC
846
Centiva Capital
New York
– -$258K -4,286 Closed
BCM
847
Bayesian Capital Management
New York
– -$253K -4,195 Closed
SBSB
848
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$248K -4,121 Closed
ATFA
849
All Terrain Financial Advisors
Minnesota
– -$241K -3,999 Closed
BA
850
Ballast Advisors
Minnesota
– -$239K -3,963 Closed
32 33
34
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