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Xcel Energy
XEL

Overview Fund Activity

540 hedge funds and large institutions have $12.6B invested in Xcel Energy in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 185 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
46
Increased
185
Reduced
188
Closed
32
Calls
$3.53M
Puts
$595K
Net Calls
+$2.93M
Net Calls Change
+$1.01M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$829M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$901M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$253M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$714M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$153M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Franklin Resources
2
Franklin Resources
California
$829M
3
Deutsche Bank
3
Deutsche Bank
Germany
$20.6M
4
American Century Companies
4
American Century Companies
Missouri
$146M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$1.8M -$90.2K -2,546 -5%
LMGAM
227
Liberty Mutual Group Asset Management
Massachusetts
$1.79M -$38.1K -1,076 -2%
LPL Financial
228
LPL Financial
California
$1.76M -$156K -4,394 -8%
SLI
229
Sumitomo Life Insurance
Japan
$1.75M -$44.7K -1,261 -2%
BC
230
Brookfield Corp
Ontario, Canada
$1.75M -$549K -15,500 -24%
Calamos Advisors
231
Calamos Advisors
Illinois
$1.73M +$210K +5,916 +14%
ACM
232
Argentus Capital Management
Texas
$1.71M +$207K +5,844 +14%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$1.7M +$163K +4,607 +11%
Asset Management One
234
Asset Management One
Japan
$1.69M – – –
SAM
235
Securian Asset Management
Minnesota
$1.68M -$17.2K -485 -1%
RJFSA
236
Raymond James Financial Services Advisors
Florida
$1.63M +$1.19M +33,681 +273%
CIM
237
Corda Investment Management
Texas
$1.61M +$4.96K +140 +0.3%
GL
238
GLG LLC
New York
$1.58M -$2.87K -81 -0.2%
BTNA
239
Bremer Trust National Association
Minnesota
$1.55M -$68.2K -1,926 -4%
Stifel Financial
240
Stifel Financial
Missouri
$1.54M -$208K -5,864 -12%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$1.54M -$87.8K -2,480 -5%
SB
242
Suntrust Banks
Georgia
$1.5M +$595K +16,802 +66%
WRHAM
243
W.R. Huff Asset Management
Florida
$1.5M – – –
Verition Fund Management
244
Verition Fund Management
Connecticut
$1.49M +$1.49M +42,036 New
DWT
245
Dorsey & Whitney Trust
South Dakota
$1.49M -$28.2K -796 -2%
PIM
246
Profit Investment Management
Maryland
$1.47M – – –
SSWM
247
Sheets Smith Wealth Management
North Carolina
$1.47M +$32.8K +925 +2%
PP
248
Palladium Partners
Virginia
$1.45M – – –
SG Americas Securities
249
SG Americas Securities
New York
$1.4M +$1.07M +30,155 +318%
QT
250
Quantbot Technologies
New York
$1.4M +$1.4M +39,654 New
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