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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 %
DGHMC
151
Dalton, Greiner, Hartman, Maher & Co
New York
$9.5M +$7.91M +121,840 +496%
MIM
152
MetLife Investment Management
New Jersey
$9.26M +$54.3K +837 +0.6%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$9.18M +$45.4K +700 +0.5%
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$9.01M +$1.32M +20,398 +17%
CTA
155
Carillon Tower Advisers
Florida
$8.85M -$78.7M -1,212,650 -90%
OTPPB
156
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.77M +$1.6M +24,626 +22%
SGI
157
Summit Global Investments
Utah
$8.65M +$227K +3,494 +3%
Allianz Asset Management
158
Allianz Asset Management
Germany
$8.53M +$255K +3,934 +3%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$8.53M -$7.67M -118,172 -47%
TAM
160
Tyers Asset Management
Texas
$8.42M -$574K -8,848 -6%
SOMRS
161
State of Michigan Retirement System
Michigan
$8.18M +$182K +2,800 +2%
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$8.11M -$49.1K -756 -0.6%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$8.02M +$843K +12,991 +12%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$8M -$8.45M -130,257 -51%
Bank of Nova Scotia
165
Bank of Nova Scotia
Ontario, Canada
$7.96M -$883K -13,612 -10%
DnB Asset Management
166
DnB Asset Management
Norway
$7.96M -$571K -8,800 -7%
OIM
167
Opus Investment Management
Massachusetts
$7.83M – – –
AG
168
Advisor Group
Arizona
$7.77M +$621K +9,576 +9%
EVM
169
Eaton Vance Management
Massachusetts
$7.69M -$87.2K -1,343 -1%
BCIM
170
British Columbia Investment Management
British Columbia, Canada
$7.63M -$2.3M -35,378 -23%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$7.6M -$52.2K -805 -0.7%
ZIG
172
Zurich Insurance Group
Switzerland
$7.6M -$4.16M -64,154 -35%
SO
173
STRS Ohio
Ohio
$7.56M -$77.7K -1,197 -1%
JFL
174
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.52M -$1.58M -24,275 -17%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$7.35M +$76.8K +1,183 +1%
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