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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 %
ZP
126
Zimmer Partners
New York
$13.5M +$13.5M +207,593 New
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$13.4M -$7.07K -109 -0.1%
Assenagon Asset Management
128
Assenagon Asset Management
Luxembourg
$13.2M +$7.98M +122,947 +152%
SI
129
Scout Investments
Missouri
$12.9M -$115M -1,768,445 -90%
LPL Financial
130
LPL Financial
California
$12.7M -$598K -9,215 -4%
SFM
131
Stack Financial Management
Montana
$12.6M +$255K +3,927 +2%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$12.1M +$1.67M +25,689 +16%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.1M -$27.8K -429 -0.2%
AssetMark Inc
134
AssetMark Inc
California
$12M +$7.08M +109,073 +145%
FNBOO
135
First National Bank of Omaha
Nebraska
$11.8M -$87.7K -1,352 -0.7%
Aviva
136
Aviva
United Kingdom
$11.8M -$506K -7,795 -4%
BSA
137
Braun Stacey Associates
New York
$11.6M +$11.6M +179,097 New
USAA
138
United Services Automobile Association
Texas
$11.6M -$19.4M -299,130 -63%
Schroder Investment Management Group
139
Schroder Investment Management Group
United Kingdom
$11.3M +$4.09M +62,528 +56%
CA
140
Commerzbank Aktiengesellschaft
Germany
$11.3M +$454K +6,997 +4%
Federated Hermes
141
Federated Hermes
Pennsylvania
$11.2M -$171K -2,641 -2%
Calamos Advisors
142
Calamos Advisors
Illinois
$11M +$955K +14,711 +10%
FCM
143
Flinton Capital Management
Pennsylvania
$10.2M -$697K -10,744 -6%
FBB
144
Fulton Breakefield Broenniman
Maryland
$10.2M +$234K +3,606 +2%
Nomura Asset Management
145
Nomura Asset Management
Japan
$10.1M +$528K +8,129 +6%
FIM
146
Foresters Investment Management
New York
$9.78M -$2.29M -35,324 -19%
CSS
147
Cubist Systematic Strategies
Connecticut
$9.7M +$3.62M +55,751 +59%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$9.65M -$76.6K -1,181 -0.8%
RCM
149
Riverhead Capital Management
Delaware
$9.56M -$812K -12,506 -8%
Comerica Bank
150
Comerica Bank
Texas
$9.54M -$153K -2,369 -2%
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