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Xcel Energy
XEL

Overview Fund Activity

528 hedge funds and large institutions have $11.4B invested in Xcel Energy in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-18
Holders Change %
-3.3%
% of All Funds
14.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
31
Increased
183
Reduced
200
Closed
43
Calls
$2.29M
Puts
$361K
Net Calls
+$1.93M
Net Calls Change
+$1.43M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$571M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$600M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$81.4M
4
Macquarie Group
4
Macquarie Group
Australia
$54M
5
Franklin Resources
5
Franklin Resources
California
$906M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$102M
2
Invesco
2
Invesco
Georgia
$36.7M
3
SI
3
Scout Investments
Missouri
$0
4
State Street
4
State Street
Massachusetts
$767M
5
Citadel Advisors
5
Citadel Advisors
Florida
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
376
Bank of Nova Scotia
Ontario, Canada
$291K +$13.6K +422 +5%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$287K -$46.2K -1,438 -14%
EP
378
Edgestream Partners
New Jersey
$284K +$284K +8,822 New
ECM
379
Everence Capital Management
Indiana
$283K – – –
NFG
380
Next Financial Group
Texas
$277K -$8.84K -275 -3%
CT
381
Coastline Trust
Rhode Island
$276K +$9.66K +300 +4%
WG
382
Welch Group
Alabama
$272K – – –
MCM
383
MAI Capital Management
Ohio
$272K +$18.8K +585 +7%
CPIG
384
Chicago Partners Investment Group
Illinois
$268K +$136K +4,000 +103%
PAG
385
Private Advisor Group
New Jersey
$260K -$5.59K -174 -2%
CCS
386
Crosspoint Capital Strategies
California
$260K – – –
PAM
387
Princeton Alpha Management
New Jersey
$260K +$260K +8,073 New
CW
388
Cobiz Wealth
Colorado
$259K – – –
PSUF
389
People's United Financial
Connecticut
$258K +$4.22K +131 +2%
WS
390
Wedbush Securities
California
$257K +$45.6K +1,420 +22%
AIM
391
Assured Investment Management
New York
$257K +$257K +7,981 New
CIC
392
Crawford Investment Counsel
Georgia
$256K – – –
VWM
393
Vector Wealth Management
Minnesota
$252K -$1.45K -45 -0.6%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$250K +$41.9K +1,300 +20%
CC
395
Courier Capital
New York
$248K – – –
SI
396
SII Investments
Wisconsin
$246K -$101K -3,139 -29%
SIG
397
Schooner Investment Group
Pennsylvania
$244K -$244K -7,500 -50%
HB
398
Homrich & Berg
Georgia
$244K +$244K +7,582 New
ATC
399
Argent Trust Co
Tennessee
$237K +$8.73K +273 +4%
FWIA
400
Fort Washington Investment Advisors
Ohio
$235K -$77.3K -2,400 -25%
14 15
16
17 18