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Xcel Energy
XEL

Overview Fund Activity

566 hedge funds and large institutions have $12.8B invested in Xcel Energy in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 186 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+26
Holders Change %
+4.81%
% of All Funds
14.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
70
Increased
195
Reduced
186
Closed
40
Calls
$5.57M
Puts
$2.15M
Net Calls
+$3.42M
Net Calls Change
+$487K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$468M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$225M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M
4
CBOA
Commonwealth Bank of Australia
Australia
$67.4M
5
Invesco
Invesco
Georgia
$97.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$5.7M
2
Franklin Resources
Franklin Resources
California
$742M
3
Axa
Axa
France
$55.9M
4
Norges Bank
Norges Bank
Norway
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
326
Natixis Advisors
Massachusetts
$588K -$239K -6,651 -29%
B
327
Barings
North Carolina
$587K – – –
GT
328
Glenview Trust
Kentucky
$586K +$586K +16,320 New
NSEDCP
329
NJ State Employees Deferred Compensation Plan
New Jersey
$583K – – –
BF
330
BOK Financial
Oklahoma
$576K +$72 +2 +0%
TMAM
331
Tokio Marine Asset Management
Japan
$559K -$52.6K -1,464 -9%
Toronto Dominion Bank
332
Toronto Dominion Bank
Ontario, Canada
$559K -$21.3K -593 -4%
OMCS
333
Old Mutual Customised Solutions
South Africa
$553K – – –
MERSOM
334
Municipal Employees' Retirement System of Michigan
Michigan
$553K +$1.09K +30 +0.2%
ECM
335
Element Capital Management
New York
$552K +$213K +5,934 +63%
CAM
336
Carret Asset Management
New York
$542K – – –
Thrivent Financial for Lutherans
337
Thrivent Financial for Lutherans
Minnesota
$542K +$46.6K +1,300 +9%
DIA
338
Dean Investment Associates
Ohio
$530K – – –
BFEC
339
Benjamin F. Edwards & Company
Missouri
$526K -$1.19K -33 -0.2%
Tudor Investment Corp
340
Tudor Investment Corp
Connecticut
$524K +$524K +14,600 New
OC
341
Oppenheimer & Co
New York
$518K +$1.15K +32 +0.2%
OPCM
342
Osborne Partners Capital Management
California
$515K – – –
ZIM
343
Zacks Investment Management
Illinois
$509K +$509K +14,164 New
RIG
344
Roosevelt Investment Group
New York
$501K – – –
D.E. Shaw & Co
345
D.E. Shaw & Co
New York
$479K -$6.01M -167,356 -93%
AB
346
Amalgamated Bank
New York
$478K -$155K -4,326 -25%
SPC
347
Sigma Planning Corp
Michigan
$474K +$9.92K +276 +2%
BFPW
348
BOK Financial Private Wealth
Colorado
$464K -$1.98K -55 -0.4%
CFA
349
Cahill Financial Advisors
Minnesota
$464K +$4.53K +126 +1%
Walleye Trading
350
Walleye Trading
New York
$463K +$463K +12,885 New
12 13
14
15 16