XEL icon

Xcel Energy
XEL

Overview Fund Activity

633 hedge funds and large institutions have $16.9B invested in Xcel Energy in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
15.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
229
Reduced
197
Closed
44
Calls
$5.85M
Puts
$21.2M
Net Calls
-$15.4M
Net Calls Change
-$9.81M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.31B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$172M
3
Ameriprise
3
Ameriprise
Minnesota
$268M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$104M
5
Cohen & Steers
5
Cohen & Steers
New York
$150M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$225M
2
BlackRock
2
BlackRock
New York
$1.85B
3
Capital World Investors
3
Capital World Investors
California
$84.2M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$158M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
201
Meeder Asset Management
Ohio
$3.75M +$3.75M +81,617 New
Stifel Financial
202
Stifel Financial
Missouri
$3.69M +$150K +3,254 +4%
AIP
203
ARS Investment Partners
New York
$3.64M -$15.6K -340 -0.4%
AC
204
Alley Company
Illinois
$3.49M +$6.79K +148 +0.2%
MHC
205
Meyer Handelman Company
New York
$3.4M – – –
SO
206
STRS Ohio
Ohio
$3.4M +$536K +11,680 +19%
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$3.36M -$98.7K -2,149 -3%
JG
208
Jefferies Group
New York
$3.33M +$3.33M +72,653 New
FAF
209
Fjarde Ap-fonden
Sweden
$3.33M -$1.25M -27,208 -27%
KeyBank National Association
210
KeyBank National Association
Ohio
$3.27M +$904K +19,703 +38%
NA
211
Neuburgh Advisers
California
$3.26M +$205K +4,466 +7%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$3.25M +$115K +2,511 +4%
MSA
213
Mason Street Advisors
Wisconsin
$3.23M +$17.3K +378 +0.5%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$3.22M +$114K +2,492 +4%
CMBA
215
C.M. Bidwell & Associates
Hawaii
$3.08M +$3.08M +67,140 New
MYAM
216
Meiji Yasuda Asset Management
Japan
$3.03M -$64.2K -1,400 -2%
MAM
217
Martingale Asset Management
Massachusetts
$3.01M -$229K -4,999 -7%
BF
218
BOK Financial
Oklahoma
$2.95M -$1.65K -36 -0.1%
BCM
219
BlueCrest Capital Management
Jersey
$2.94M -$8.6M -187,456 -75%
AP
220
AHL Partners
United Kingdom
$2.93M -$53.1K -1,158 -2%
Jacobs Levy Equity Management
221
Jacobs Levy Equity Management
New Jersey
$2.93M – – –
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.91M – – –
B
223
BP
United Kingdom
$2.85M – – –
MOACM
224
Mutual of America Capital Management
New York
$2.83M -$17K -370 -0.6%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$2.81M +$6.79K +148 +0.2%
7 8
9
10 11