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Xcel Energy
XEL

Overview Fund Activity

546 hedge funds and large institutions have $12.1B invested in Xcel Energy in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
14.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
47
Increased
167
Reduced
221
Closed
36
Calls
$1.49M
Puts
$990K
Net Calls
+$501K
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$687M
2
Deutsche Bank
2
Deutsche Bank
Germany
$171M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$104M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$192M
5
Jennison Associates
5
Jennison Associates
New York
$76.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$126M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$343M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$191M
4
Swedbank
4
Swedbank
Sweden
$23.4M
5
State Street
5
State Street
Massachusetts
$865M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
276
American Investment Services
Massachusetts
$1.25M – – –
QI
277
QS Investors
New York
$1.23M +$166K +4,774 +16%
HCM
278
Hodges Capital Management
Texas
$1.22M -$174K -5,000 -12%
CCG
279
Cypress Capital Group
Florida
$1.21M -$83.5K -2,400 -6%
WBC
280
Westpac Banking Corp
Australia
$1.2M -$93.2K -2,385 -7%
Two Sigma Advisers
281
Two Sigma Advisers
New York
$1.2M -$1.4M -40,204 -54%
AIMCA
282
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.19M – – –
VAM
283
Visium Asset Management
New York
$1.19M +$1.19M +34,120 New
KRS
284
Kentucky Retirement Systems
Kentucky
$1.19M -$123K -3,534 -9%
WA
285
WealthTrust Axiom
Pennsylvania
$1.18M -$17.4K -500 -1%
SO
286
STRS Ohio
Ohio
$1.17M -$373K -10,735 -24%
WA
287
WFG Advisors
Texas
$1.17M +$5.61K +161 +0.5%
Nuveen Asset Management
288
Nuveen Asset Management
Illinois
$1.16M -$13M -372,961 -92%
UCFA
289
United Capital Financial Advisors
Texas
$1.16M -$76.9K -2,268 -6%
BB
290
Bell Bank
North Dakota
$1.16M -$14.2K -409 -1%
WIC
291
Woodmont Investment Counsel
Tennessee
$1.15M +$28.7K +825 +3%
B
292
Barings
North Carolina
$1.15M -$108K -3,100 -9%
CCM
293
Cadence Capital Management
Massachusetts
$1.1M +$495K +14,216 +81%
IC
294
Inverness Counsel
New York
$1.08M -$151K -4,335 -12%
SIM
295
Sentry Investment Management
Wisconsin
$1.07M +$264K +7,591 +33%
William Blair & Company
296
William Blair & Company
Illinois
$1.06M -$43.8K -1,260 -4%
NB
297
Norinchukin Bank
Japan
$1.04M +$6.96K +200 +0.7%
OA
298
OFI Advisors
Pennsylvania
$1.04M +$108K +3,105 +12%
DAS
299
Dynamic Advisor Solutions
Arizona
$1.03M -$470K -13,500 -31%
DnB Asset Management
300
DnB Asset Management
Norway
$1.02M -$80.1K -2,300 -7%
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12
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