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Xcel Energy
XEL

Overview Fund Activity

528 hedge funds and large institutions have $11.4B invested in Xcel Energy in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-18
Holders Change %
-3.3%
% of All Funds
14.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
31
Increased
183
Reduced
200
Closed
43
Calls
$2.29M
Puts
$361K
Net Calls
+$1.93M
Net Calls Change
+$1.43M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$571M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$600M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$81.4M
4
Macquarie Group
Macquarie Group
Australia
$54M
5
Franklin Resources
Franklin Resources
California
$906M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$102M
2
Invesco
Invesco
Georgia
$36.7M
3
SI
Scout Investments
Missouri
$0
4
State Street
State Street
Massachusetts
$767M
5
Citadel Advisors
Citadel Advisors
Florida
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$452K +$22.6K +700 +5%
Toronto Dominion Bank
327
Toronto Dominion Bank
Ontario, Canada
$450K +$2.22K +69 +0.5%
RIG
328
Roosevelt Investment Group
New York
$449K – – –
CA
329
Cetera Advisors
Colorado
$447K +$21.2K +660 +5%
EVM
330
Eaton Vance Management
Massachusetts
$445K -$2.17M -67,456 -83%
CI
331
Conning Inc
Connecticut
$442K -$7.08K -220 -2%
IIM
332
Intact Investment Management
Quebec, Canada
$440K – – –
LCS
333
Levin Capital Strategies
New York
$440K +$2.03K +63 +0.5%
CC
334
Cognios Capital
Kansas
$430K +$430K +13,415 New
Neuberger Berman Group
335
Neuberger Berman Group
New York
$429K +$429K +13,334 New
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$428K +$428K +13,300 New
SPC
337
Sigma Planning Corp
Michigan
$419K -$115K -3,575 -22%
BFPW
338
BOK Financial Private Wealth
Colorado
$415K -$36.7K -1,140 -8%
FNBTCON
339
First National Bank & Trust Co of Newtown
Pennsylvania
$412K – – –
CFA
340
Cahill Financial Advisors
Minnesota
$411K +$677 +21 +0.2%
CC
341
ClearArc Capital
Ohio
$404K +$50.4K +1,565 +14%
SIC
342
SFE Investment Counsel
California
$403K – – –
BHWM
343
Bar Harbor Wealth Management
New Hampshire
$401K -$13.4K -418 -3%
RJFSA
344
Raymond James Financial Services Advisors
Florida
$396K +$396K +12,316 New
FNBT
345
FineMark National Bank & Trust
Florida
$387K -$6.43K -200 -2%
BRWA
346
B. Riley Wealth Advisors
Florida
$379K +$4K +124 +1%
BT
347
Beacon Trust
New Jersey
$373K – – –
PI
348
Putnam Investments
Massachusetts
$372K -$6.44K -200 -2%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$370K +$52K +1,617 +16%
MYLI
350
Meiji Yasuda Life Insurance
Japan
$367K -$12.9K -400 -3%
12 13
14
15 16