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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 %
CAM
326
Carret Asset Management
New York
$534K -$21.2K -600 -4%
SI
327
SII Investments
Wisconsin
$533K +$263K +7,444 +98%
DIA
328
Dean Investment Associates
Ohio
$523K – – –
BFEC
329
Benjamin F. Edwards & Company
Missouri
$519K +$112K +3,162 +27%
OC
330
Oppenheimer & Co
New York
$509K -$8.57K -242 -2%
OPCM
331
Osborne Partners Capital Management
California
$508K -$21.2K -600 -4%
RIG
332
Roosevelt Investment Group
New York
$494K – – –
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$489K -$7.79K -220 -2%
CA
334
Cetera Advisors
Colorado
$487K -$6.25K -176 -1%
IIM
335
Intact Investment Management
Quebec, Canada
$485K – – –
BFPW
336
BOK Financial Private Wealth
Colorado
$459K +$2.19K +62 +0.5%
SPC
337
Sigma Planning Corp
Michigan
$457K -$4.21K -119 -0.9%
FNBTCON
338
First National Bank & Trust Co of Newtown
Pennsylvania
$454K – – –
CFA
339
Cahill Financial Advisors
Minnesota
$453K +$780 +22 +0.2%
LCS
340
Levin Capital Strategies
New York
$446K -$37.8K -1,069 -8%
VKH
341
Virtu KCG Holdings
New York
$444K +$195K +5,511 +78%
DC
342
Davenport & Co
Virginia
$440K +$46.9K +1,325 +12%
CI
343
Conning Inc
Connecticut
$439K -$47.1K -1,330 -10%
CC
344
ClearArc Capital
Ohio
$436K -$8.61K -243 -2%
SIC
345
SFE Investment Counsel
California
$436K -$7.08K -200 -2%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$431K +$115K +3,261 +37%
CSS
347
Cubist Systematic Strategies
Connecticut
$427K +$427K +12,051 New
BHWM
348
Bar Harbor Wealth Management
New Hampshire
$424K -$17.4K -490 -4%
BRWA
349
B. Riley Wealth Advisors
Florida
$418K -$36 -1 -0%
PP
350
Paloma Partners
Connecticut
$414K +$414K +11,709 New
12 13
14
15 16