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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 %
CB
301
Commerce Bank
Missouri
$959K -$52.4K -1,506 -5%
MAM
302
Martingale Asset Management
Massachusetts
$945K -$439K -12,600 -32%
ADBIC
303
A.D. Beadell Investment Counsel
Wisconsin
$944K -$115K -3,310 -11%
MYAM
304
Meiji Yasuda Asset Management
Japan
$940K +$57.4K +1,650 +7%
PAM
305
Paradigm Asset Management
New York
$884K +$884K +25,400 New
Jones Financial Companies
306
Jones Financial Companies
Missouri
$875K -$83.7K -2,405 -9%
SB
307
Suntrust Banks
Georgia
$852K -$8.76K -252 -1%
TCT
308
TIAA CREF Trust
Missouri
$834K +$213K +6,136 +34%
FCFC
309
First Commonwealth Financial Corp
Pennsylvania
$824K +$5.71K +164 +0.7%
B
310
Baird
Wisconsin
$773K -$42.2K -1,211 -5%
FAAS
311
First Allied Advisory Services
California
$757K +$388K +11,175 +105%
SBH
312
Segall Bryant & Hamill
Illinois
$738K – – –
WT
313
Whittier Trust
California
$733K -$127K -3,638 -15%
TMAM
314
Tokio Marine Asset Management
Japan
$727K – – –
LP
315
LMR Partners
United Kingdom
$722K +$722K +20,735 New
DL
316
Delta Lloyd
Netherlands
$698K – – –
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$696K +$184K +5,300 +36%
EWMCB
318
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$685K +$32.5K +935 +5%
SIMM
319
Stillwater Investment Management (Minnesota)
Minnesota
$665K +$16.8K +483 +3%
NMIMC
320
Northwestern Mutual Investment Management Company
Wisconsin
$642K +$642K +18,442 New
CB
321
Chemical Bank
Michigan
$625K +$11.5K +330 +2%
Janney Montgomery Scott
322
Janney Montgomery Scott
Pennsylvania
$609K -$397K -11,402 -39%
WCM
323
Windsor Capital Management
Arizona
$608K -$278 -8 -0%
BIM
324
BRC Investment Management
Colorado
$593K +$593K +17,041 New
NA
325
NewEdge Advisors
Louisiana
$586K +$586K +16,821 New
11 12
13
14 15