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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 %
SBH
301
Segall Bryant & Hamill
Illinois
$715K – – –
EWMCB
302
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$707K +$60.2K +1,700 +9%
SIMM
303
Stillwater Investment Management (Minnesota)
Minnesota
$684K -$1.24K -35 -0.2%
EVM
304
Eaton Vance Management
Massachusetts
$676K +$186K +5,259 +38%
CIM
305
CenturyLink Investment Management
Colorado
$675K -$18K -509 -3%
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$675K +$675K +20,985 New
Jane Street
307
Jane Street
New York
$668K +$668K +18,869 New
NMIMC
308
Northwestern Mutual Investment Management Company
Wisconsin
$664K +$1.45K +41 +0.2%
CB
309
Chemical Bank
Michigan
$659K -$1.77K -50 -0.3%
WT
310
Whittier Trust
California
$638K – – –
AB
311
Amalgamated Bank
New York
$625K +$17.7K +501 +3%
FNBT
312
FineMark National Bank & Trust
Florida
$619K +$193K +5,450 +45%
WCM
313
Windsor Capital Management
Arizona
$613K -$7.75K -219 -1%
TMAM
314
Tokio Marine Asset Management
Japan
$603K -$16.5K -466 -3%
KRSITF
315
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$600K +$14.6K +411 +2%
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$594K -$96.2K -2,718 -14%
B
317
Barings
North Carolina
$578K -$77.6K -2,192 -12%
NSEDCP
318
NJ State Employees Deferred Compensation Plan
New Jersey
$575K – – –
Toronto Dominion Bank
319
Toronto Dominion Bank
Ontario, Canada
$572K +$76.6K +2,164 +15%
BF
320
BOK Financial
Oklahoma
$569K +$2.66K +75 +0.5%
NPC
321
National Planning Corporation
California
$561K -$5.62K -156 -1%
CTC
322
Central Trust Company
Missouri
$552K +$17.8K +504 +3%
OMCS
323
Old Mutual Customised Solutions
South Africa
$545K – – –
MERSOM
324
Municipal Employees' Retirement System of Michigan
Michigan
$544K -$253K -7,100 -32%
Jones Financial Companies
325
Jones Financial Companies
Missouri
$540K -$101K -2,854 -16%
11 12
13
14 15