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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 %
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$464K +$17.4K +500 +4%
CA
352
Cetera Advisors
Colorado
$461K -$11.3K -325 -2%
FFBTD
353
First Financial Bank - Trust Division
Ohio
$458K -$8.7K -250 -2%
BHWM
354
Bar Harbor Wealth Management
New Hampshire
$449K – – –
FNBTCON
355
First National Bank & Trust Co of Newtown
Pennsylvania
$446K – – –
OMCS
356
Old Mutual Customised Solutions
South Africa
$446K +$125K +3,600 +39%
CFA
357
Cahill Financial Advisors
Minnesota
$444K +$628 +18 +0.1%
SIC
358
SFE Investment Counsel
California
$436K -$26.1K -750 -6%
FNBT
359
FineMark National Bank & Trust
Florida
$426K -$87.1K -2,500 -17%
DIA
360
Dean Investment Associates
Ohio
$418K -$92.9K -2,670 -18%
MYLI
361
Meiji Yasuda Life Insurance
Japan
$411K -$245K -7,020 -37%
PI
362
Putnam Investments
Massachusetts
$409K +$27.9K +800 +7%
BRWA
363
B. Riley Wealth Advisors
Florida
$405K -$242K -6,947 -37%
BT
364
Beacon Trust
New Jersey
$404K – – –
HNB
365
Huntington National Bank
Ohio
$404K +$10.3K +297 +3%
V
366
Veritable
Delaware
$395K +$31.9K +917 +9%
DC
367
Davenport & Co
Virginia
$387K – – –
MC
368
Moors & Cabot
Massachusetts
$384K +$449 +13 +0.1%
CC
369
ClearArc Capital
Ohio
$382K +$6.85K +197 +2%
NPPM
370
North Point Portfolio Managers
Ohio
$377K – – –
SDIC
371
South Dakota Investment Council
South Dakota
$376K – – –
PAM
372
PartnerRe Asset Management
Connecticut
$373K -$1.74K -50 -0.5%
EOJOAM
373
E. Ohman J:or Asset Management
Sweden
$372K – – –
CI
374
Constellation Investments
Ohio
$372K +$13.9K +400 +4%
SI
375
SII Investments
Wisconsin
$370K -$71.9K -2,091 -16%
13 14
15
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