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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 %
SPC
326
Sigma Planning Corp
Michigan
$578K -$263K -7,553 -31%
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$566K -$59.3K -1,703 -9%
NSEDCP
328
NJ State Employees Deferred Compensation Plan
New Jersey
$565K – – –
BF
329
BOK Financial
Oklahoma
$562K -$2.41M -69,208 -81%
AB
330
Amalgamated Bank
New York
$557K +$142K +4,073 +34%
VKH
331
Virtu KCG Holdings
New York
$555K +$251K +7,218 +83%
OPCM
332
Osborne Partners Capital Management
California
$548K – – –
CAM
333
Carret Asset Management
New York
$546K +$20.9K +600 +4%
OC
334
Oppenheimer & Co
New York
$543K +$5.33K +153 +1%
Teacher Retirement System of Texas
335
Teacher Retirement System of Texas
Texas
$533K +$139 +4 +0%
NPC
336
National Planning Corporation
California
$528K -$114K -3,379 -18%
MERSOM
337
Municipal Employees' Retirement System of Michigan
Michigan
$528K -$84.5K -2,400 -14%
SIG
338
Schooner Investment Group
Pennsylvania
$523K +$523K +15,000 New
Federated Hermes
339
Federated Hermes
Pennsylvania
$505K -$91K -2,615 -15%
CTC
340
Central Trust Company
Missouri
$502K +$2.36K +68 +0.5%
CIM
341
CenturyLink Investment Management
Colorado
$499K +$499K +14,329 New
PS
342
Pensionfund Sabic
Netherlands
$498K +$498K +14,300 New
SCA
343
Stonebridge Capital Advisors
Minnesota
$495K +$11.6K +332 +2%
BFPW
344
BOK Financial Private Wealth
Colorado
$489K +$2.12K +61 +0.4%
RIG
345
Roosevelt Investment Group
New York
$486K – – –
CI
346
Conning Inc
Connecticut
$485K – – –
Toronto Dominion Bank
347
Toronto Dominion Bank
Ontario, Canada
$484K -$242K -6,948 -33%
IIM
348
Intact Investment Management
Quebec, Canada
$477K -$62.7K -1,800 -12%
LCS
349
Levin Capital Strategies
New York
$474K -$266K -7,627 -36%
Nomura Holdings
350
Nomura Holdings
Japan
$472K -$1.06M -30,667 -69%
12 13
14
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