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Xcel Energy
XEL

Overview Fund Activity

585 hedge funds and large institutions have $14.5B invested in Xcel Energy in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 54 closing their positions.

Holders
585
Holders Change
-28
Holders Change %
-4.57%
% of All Funds
15.63%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
32
Increased
225
Reduced
201
Closed
54
Calls
$4.92M
Puts
$9.14M
Net Calls
-$4.21M
Net Calls Change
+$1.04M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$644M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$47.4M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$74.8M
4
Franklin Resources
4
Franklin Resources
California
$571M
5
JHIU
5
Janus Henderson Investors US
Colorado
$143M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.04B
2
Millennium Management
2
Millennium Management
New York
$153M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$560M
4
APG Asset Management
4
APG Asset Management
Netherlands
$53.4M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B 33,070,808 +277,104 +0.8%
State Street
2
State Street
Massachusetts
$1.04B 25,340,851 -224,565 -0.9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.04B 25,286,047 -4,366,179 -15%
BFA
4
BlackRock Fund Advisors
California
$683M 16,591,353 +469,820 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$644M 15,642,312 +2,113,619 +16%
BIT
6
BlackRock Institutional Trust
California
$606M 14,730,758 +545,498 +4%
Franklin Resources
7
Franklin Resources
California
$571M 13,887,817 +998,878 +8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$560M 13,601,845 -2,546,240 -16%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$307M 7,468,642 -660,448 -8%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$257M 6,237,217 -160,478 -3%
Goldman Sachs
11
Goldman Sachs
New York
$236M 5,741,242 +666,059 +13%
Northern Trust
12
Northern Trust
Illinois
$232M 5,645,683 +64,193 +1%
American Century Companies
13
American Century Companies
Missouri
$216M 5,258,344 -43,299 -0.8%
BG
14
BlackRock Group
United Kingdom
$191M 4,649,402 +49,538 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$188M 4,583,794 +219,408 +5%
CBOA
16
Commonwealth Bank of Australia
Australia
$172M 4,177,426 -254,447 -6%
Legal & General Group
17
Legal & General Group
United Kingdom
$167M 4,067,672 +60,407 +2%
Capital World Investors
18
Capital World Investors
California
$165M 4,000,000 – –
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$161M 3,924,581 -33,100 -0.8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$156M 3,781,336 +583,807 +18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$155M 3,778,001 -219,274 -5%
Millennium Management
22
Millennium Management
New York
$153M 3,725,404 -2,862,910 -43%
Capital Research Global Investors
23
Capital Research Global Investors
California
$149M 3,615,000 – –
JHIU
24
Janus Henderson Investors US
Colorado
$143M 3,470,521 +784,945 +29%
AQR Capital Management
25
AQR Capital Management
Connecticut
$141M 3,420,512 +599,956 +21%
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