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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 %
BT
351
Beacon Trust
New Jersey
$411K – – –
CWM
352
Concert Wealth Management
California
$406K +$62.2K +1,762 +18%
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$400K – – –
CI
354
Constellation Investments
Ohio
$386K – – –
V
355
Veritable
Delaware
$386K +$10.3K +291 +3%
SCA
356
Stonebridge Capital Advisors
Minnesota
$385K -$119K -3,377 -24%
NPPM
357
North Point Portfolio Managers
Ohio
$384K – – –
SDIC
358
South Dakota Investment Council
South Dakota
$382K – – –
FFBTD
359
First Financial Bank - Trust Division
Ohio
$379K -$3.54K -100 -0.9%
EOJOAM
360
E. Ohman J:or Asset Management
Sweden
$379K – – –
MC
361
Moors & Cabot
Massachusetts
$376K -$17.4K -490 -4%
PI
362
Putnam Investments
Massachusetts
$373K -$35.4K -1,000 -9%
SLG
363
Stanley-Laman Group
Pennsylvania
$372K +$372K +10,495 New
HNB
364
Huntington National Bank
Ohio
$370K -$7.08K -200 -2%
SWP
365
Stratos Wealth Partners
Ohio
$365K +$365K +10,309 New
Neuberger Berman Group
366
Neuberger Berman Group
New York
$364K -$109K -3,068 -23%
PL
367
Parkwood LLC
Ohio
$352K +$2.76K +78 +0.8%
VFS
368
VSR Financial Services
Kansas
$351K -$30.5K -862 -8%
ACM
369
Aviance Capital Management
Florida
$351K +$351K +9,914 New
FBNAT
370
FirstMerit Bank N.A. Trustee
Ohio
$347K – – –
MYLI
371
Meiji Yasuda Life Insurance
Japan
$340K -$63.3K -1,790 -16%
EHC
372
Everett Harris & Co
California
$339K – – –
ANB
373
Amarillo National Bank
Texas
$338K -$9.31K -263 -3%
CA
374
Cornerstone Advisors
North Carolina
$336K – – –
ECM
375
Element Capital Management
New York
$335K +$317K +8,950 +1,790%
13 14
15
16 17