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Xcel Energy
XEL

Overview Fund Activity

528 hedge funds and large institutions have $11.4B invested in Xcel Energy in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-18
Holders Change %
-3.3%
% of All Funds
14.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
31
Increased
183
Reduced
200
Closed
43
Calls
$2.29M
Puts
$361K
Net Calls
+$1.93M
Net Calls Change
+$1.43M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$571M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$600M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$81.4M
4
Macquarie Group
Macquarie Group
Australia
$54M
5
Franklin Resources
Franklin Resources
California
$906M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$102M
2
Invesco
Invesco
Georgia
$36.7M
3
SI
Scout Investments
Missouri
$0
4
State Street
State Street
Massachusetts
$767M
5
Citadel Advisors
Citadel Advisors
Florida
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
226
Santa Fe Partners
New Mexico
$1.7M -$197K -6,107 -10%
IC
227
Inverness Counsel
New York
$1.69M +$691K +21,475 +69%
LMGAM
228
Liberty Mutual Group Asset Management
Massachusetts
$1.66M -$537K -16,686 -24%
GS
229
GAM Systematic
United Kingdom
$1.65M -$827K -25,686 -33%
SLI
230
Sumitomo Life Insurance
Japan
$1.63M -$202K -6,280 -11%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$151K +4,681 +10%
Asset Management One
232
Asset Management One
Japan
$1.56M -$631K -19,620 -29%
Stifel Financial
233
Stifel Financial
Missouri
$1.55M +$310K +9,894 +25%
SAM
234
Securian Asset Management
Minnesota
$1.54M +$22.3K +692 +1%
ICOA
235
Investment Centers of America
North Dakota
$1.53M -$833K -25,949 -35%
AI
236
Analytic Investors
California
$1.48M – – –
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$1.48M +$127K +3,950 +9%
BTNA
238
Bremer Trust National Association
Minnesota
$1.47M -$3.09K -96 -0.2%
CIM
239
Corda Investment Management
Texas
$1.46M -$28.9K -900 -2%
WT
240
Washington Trust
Rhode Island
$1.45M -$4.99M -155,095 -77%
GL
241
GLG LLC
New York
$1.44M -$5.47K -170 -0.4%
BC
242
Bruce & Co
Illinois
$1.44M – – –
CAN
243
Cetera Advisor Networks
California
$1.4M – – –
Baird Financial Group
244
Baird Financial Group
Wisconsin
$1.39M +$1.39M +43,299 New
Calamos Advisors
245
Calamos Advisors
Illinois
$1.38M -$77.8K -2,417 -5%
PA
246
Profund Advisors
Maryland
$1.38M -$267K -8,305 -16%
DWT
247
Dorsey & Whitney Trust
South Dakota
$1.38M -$193K -6,013 -12%
ACM
248
Argentus Capital Management
Texas
$1.37M -$14.3K -446 -1%
WRHAM
249
W.R. Huff Asset Management
Florida
$1.36M – – –
PIM
250
Profit Investment Management
Maryland
$1.33M – – –
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