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Xcel Energy
XEL

Overview Fund Activity

627 hedge funds and large institutions have $14.6B invested in Xcel Energy in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
15.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
94
Increased
216
Reduced
202
Closed
46
Calls
$6.32M
Puts
$3.19M
Net Calls
+$3.13M
Net Calls Change
+$7.34M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$355M
2
AQR Capital Management
AQR Capital Management
Connecticut
$197M
3
Millennium Management
Millennium Management
New York
$204M
4
Wells Fargo
Wells Fargo
California
$165M
5
Victory Capital Management
Victory Capital Management
Texas
$132M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$120M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$460M
3
TCIM
TIAA CREF Investment Management
New York
$191M
4
Principal Financial Group
Principal Financial Group
Iowa
$31.1M
5
Capital World Investors
Capital World Investors
California
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$2.94M -$6.51K -160 -0.2%
Jacobs Levy Equity Management
202
Jacobs Levy Equity Management
New Jersey
$2.92M – – –
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$2.91M +$277K +6,800 +11%
AC
204
Alley Company
Illinois
$2.88M -$12.5K -306 -0.4%
MSA
205
Mason Street Advisors
Wisconsin
$2.83M +$31.3K +770 +1%
AG
206
Advisor Group
Arizona
$2.77M +$91.9K +2,257 +3%
QI
207
QS Investors
New York
$2.73M +$8.91K +219 +0.3%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$2.7M -$121K -2,969 -4%
MYAM
209
Meiji Yasuda Asset Management
Japan
$2.7M +$67.6K +1,660 +3%
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$2.69M -$5.46M -134,137 -67%
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$2.67M +$14.5K +356 +0.5%
PAM
212
Palisade Asset Management
Minnesota
$2.64M +$208K +5,100 +9%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$2.63M +$724K +17,788 +38%
GH
214
GAM Holding
Switzerland
$2.58M -$1.29M -31,642 -33%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.56M -$1.28M -31,357 -33%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$2.55M -$212K -5,200 -8%
MOACM
217
Mutual of America Capital Management
New York
$2.54M +$180K +4,432 +8%
B
218
BP
United Kingdom
$2.52M – – –
NA
219
Neuburgh Advisers
California
$2.52M +$2.52M +61,930 New
Canada Pension Plan Investment Board
220
Canada Pension Plan Investment Board
Ontario, Canada
$2.49M -$9.62M -236,419 -79%
SCM
221
Stevens Capital Management
Pennsylvania
$2.49M +$2.49M +61,125 New
FDS
222
First Dallas Securities
Texas
$2.4M -$281K -6,893 -10%
WFG
223
Windsor Financial Group
Minnesota
$2.4M -$69.2K -1,700 -3%
NMIMC
224
Northwestern Mutual Investment Management Company
Wisconsin
$2.37M +$329K +8,075 +16%
TG
225
TCW Group
California
$2.37M -$43.1K -1,058 -2%
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