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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.

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
1
Massachusetts Financial Services
Massachusetts
$355M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$68M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$197M
4
Millennium Management
4
Millennium Management
New York
$204M
5
Wells Fargo
5
Wells Fargo
California
$165M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$120M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$460M
3
TCIM
3
TIAA CREF Investment Management
New York
$191M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$31.1M
5
Capital World Investors
5
Capital World Investors
California
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B 34,010,051 +939,243 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.04B 25,620,557 +334,510 +1%
State Street
3
State Street
Massachusetts
$1.04B 25,503,216 +162,365 +0.6%
BFA
4
BlackRock Fund Advisors
California
$685M 16,824,978 +233,625 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$656M 16,127,476 +485,164 +3%
BIT
6
BlackRock Institutional Trust
California
$631M 15,512,551 +781,793 +5%
Franklin Resources
7
Franklin Resources
California
$562M 13,814,184 -73,633 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$460M 11,314,180 -2,287,665 -17%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$355M 8,720,402 +2,483,185 +40%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$301M 7,399,042 -69,600 -0.9%
Northern Trust
11
Northern Trust
Illinois
$235M 5,767,472 +121,789 +2%
American Century Companies
12
American Century Companies
Missouri
$220M 5,396,460 +138,116 +3%
BG
13
BlackRock Group
United Kingdom
$213M 5,235,550 +586,148 +13%
Millennium Management
14
Millennium Management
New York
$204M 5,016,152 +1,290,748 +35%
AQR Capital Management
15
AQR Capital Management
Connecticut
$197M 4,840,705 +1,420,193 +42%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$193M 4,738,645 +154,851 +3%
TCIM
17
TIAA CREF Investment Management
New York
$191M 4,680,996 -1,185,299 -20%
CBOA
18
Commonwealth Bank of Australia
Australia
$190M 4,657,514 +480,088 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$170M 4,174,972 +393,636 +10%
Wells Fargo
20
Wells Fargo
California
$165M 4,059,302 +1,241,449 +44%
Legal & General Group
21
Legal & General Group
United Kingdom
$165M 4,043,123 -24,549 -0.6%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$156M 3,841,964 -82,617 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$153M 3,758,168 -19,833 -0.5%
Capital Research Global Investors
24
Capital Research Global Investors
California
$147M 3,615,000 – –
Bank of America
25
Bank of America
North Carolina
$146M 3,582,814 +970,626 +37%
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