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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 %
FNBTCON
351
First National Bank & Trust Co of Newtown
Pennsylvania
$460K – – –
PL
352
Parkwood LLC
Ohio
$456K +$99.3K +2,766 +28%
Federated Hermes
353
Federated Hermes
Pennsylvania
$454K -$363K -10,122 -44%
IA
354
IFP Advisors
Florida
$447K +$447K +12,436 New
PWAG
355
Polaris Wealth Advisory Group
California
$447K +$447K +12,460 New
DC
356
Davenport & Co
Virginia
$446K – – –
CC
357
ClearArc Capital
Ohio
$446K +$4.27K +119 +1%
SIC
358
SFE Investment Counsel
California
$442K – – –
ARTA
359
A.R.T. Advisors
New York
$426K +$426K +11,884 New
BHWM
360
Bar Harbor Wealth Management
New Hampshire
$425K -$5.39K -150 -1%
AMG
361
Advisors Management Group
Wisconsin
$425K +$425K +11,824 New
LCS
362
Levin Capital Strategies
New York
$421K -$31.1K -866 -7%
BT
363
Beacon Trust
New Jersey
$417K – – –
KIA
364
KCM Investment Advisors
California
$412K +$180K +5,000 +77%
HH
365
HWG Holdings
Texas
$412K +$412K +11,466 New
DCM
366
Dynamic Capital Management
Jersey
$409K +$409K +11,400 New
CWM
367
Concert Wealth Management
California
$407K -$6.91K -192 -2%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$406K – – –
GIM
369
Goelzer Investment Management
Indiana
$406K +$406K +11,300 New
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$403K -$35.1K -976 -8%
CI
371
Constellation Investments
Ohio
$399K +$7.19K +200 +2%
SCA
372
Stonebridge Capital Advisors
Minnesota
$392K +$1.29K +36 +0.3%
NPPM
373
North Point Portfolio Managers
Ohio
$389K – – –
SDIC
374
South Dakota Investment Council
South Dakota
$388K – – –
GBBWRPM
375
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$387K +$387K +10,777 New
13 14
15
16 17