XEL icon

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
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$5.59M +$989K +15,236 +21%
KCM
202
Kennedy Capital Management
Missouri
$5.53M -$1.62M -24,952 -23%
Millennium Management
203
Millennium Management
New York
$5.49M -$15.3M -235,797 -74%
Lazard Asset Management
204
Lazard Asset Management
New York
$5.42M -$2.98M -45,970 -36%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$5.4M -$178K -2,739 -3%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$5.39M +$277K +4,270 +5%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$5.38M +$533K +8,217 +11%
HighTower Advisors
208
HighTower Advisors
Illinois
$5.31M +$87.9K +1,354 +2%
CWM
209
CIBC World Markets
New York
$5.18M -$11.2M -173,016 -68%
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
$5.1M +$105K +1,611 +2%
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$5.08M +$94.6K +1,458 +2%
SIM
212
Sadoff Investment Management
Wisconsin
$5.05M – – –
NB
213
Norinchukin Bank
Japan
$5.01M +$213K +3,277 +4%
MSA
214
Mason Street Advisors
Wisconsin
$4.85M +$84.7K +1,305 +2%
MCIM
215
Meadow Creek Investment Management
Georgia
$4.81M -$328K -5,056 -6%
DILIC
216
Dai-ichi Life Insurance Company
Japan
$4.77M – – –
NA
217
NewEdge Advisors
Louisiana
$4.73M +$356K +5,490 +8%
AB
218
Amalgamated Bank
New York
$4.7M -$93.5K -1,441 -2%
PA
219
Profund Advisors
Maryland
$4.67M -$143K -2,208 -3%
Baird Financial Group
220
Baird Financial Group
Wisconsin
$4.56M +$2.51M +38,720 +123%
MOACM
221
Mutual of America Capital Management
New York
$4.55M +$95.3K +1,469 +2%
SWP
222
Stratos Wealth Partners
Ohio
$4.53M +$80.4K +1,239 +2%
CAN
223
Cetera Advisor Networks
California
$4.51M -$7.4K -114 -0.2%
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.48M -$9.56M -147,300 -68%
AC
225
Alley Company
Illinois
$4.47M +$38.7K +596 +0.9%
7 8
9
10 11