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Xcel Energy
XEL

Overview Fund Activity

581 hedge funds and large institutions have $14.8B invested in Xcel Energy in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 228 increasing their positions, 174 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+15
Holders Change %
+2.65%
% of All Funds
15.51%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
71
Increased
228
Reduced
174
Closed
53
Calls
$9.91M
Puts
$8.31M
Net Calls
+$1.6M
Net Calls Change
-$1.82M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$256M
2
Millennium Management
Millennium Management
New York
$114M
3
CBOA
Commonwealth Bank of Australia
Australia
$173M
4
State Street
State Street
Massachusetts
$1.08B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$471M
2
Franklin Resources
Franklin Resources
California
$602M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$685M
4
Axa
Axa
France
$27.5M
5
EAM
Edge Asset Management
Washington
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
301
Dynamic Advisor Solutions
Arizona
$996K -$275K -6,579 -22%
BWM
302
BerganKDV Wealth Management
Minnesota
$994K +$994K +23,761 New
AAM
303
Advisors Asset Management
Colorado
$993K -$364K -8,715 -27%
DC
304
Deere & Company
Illinois
$985K +$985K +23,550 New
CO
305
Caldwell & Orkin
Georgia
$983K +$983K +23,500 New
KRSITF
306
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$960K +$165K +3,959 +21%
HCM
307
Hodges Capital Management
Texas
$959K -$69.8K -1,669 -7%
KFP
308
Keystone Financial Planning
Ohio
$928K – – –
Verition Fund Management
309
Verition Fund Management
Connecticut
$889K +$889K +21,267 New
Squarepoint
310
Squarepoint
New York
$868K +$490K +11,723 +130%
FCFC
311
First Commonwealth Financial Corp
Pennsylvania
$864K -$60.9K -1,457 -7%
Koshinski Asset Management
312
Koshinski Asset Management
Illinois
$860K +$42 +1 +0%
EVM
313
Eaton Vance Management
Massachusetts
$831K +$2.17K +52 +0.3%
NMIMC
314
Northwestern Mutual Investment Management Company
Wisconsin
$810K +$4.1K +98 +0.5%
SBH
315
Segall Bryant & Hamill
Illinois
$809K -$35.1K -840 -4%
BF
316
BOK Financial
Oklahoma
$791K +$120K +2,865 +18%
SIMM
317
Stillwater Investment Management (Minnesota)
Minnesota
$786K -$28.4K -679 -3%
ACM
318
Aviance Capital Management
Florida
$785K +$96.8K +2,315 +14%
Neuberger Berman Group
319
Neuberger Berman Group
New York
$782K -$77.6K -1,856 -9%
AB
320
Amalgamated Bank
New York
$758K +$201K +4,817 +36%
WT
321
Whittier Trust
California
$754K – – –
RCA
322
Rowland Carmichael Advisors
Arizona
$741K +$741K +17,714 New
FNBT
323
FineMark National Bank & Trust
Florida
$737K +$44.5K +1,064 +6%
CS
324
Candriam SCA
Luxembourg
$734K -$162K -3,884 -18%
CA
325
Cetera Advisors
Colorado
$728K -$65.2K -1,561 -8%
11 12
13
14 15