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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 %
AP
376
AHL Partners
United Kingdom
$335K +$335K +9,448 New
WCM
377
Weatherstone Capital Management
Colorado
$334K -$22.4K -632 -6%
Bank of Nova Scotia
378
Bank of Nova Scotia
Ontario, Canada
$332K +$11.7K +330 +4%
AIP
379
Ameritas Investment Partners
Nebraska
$328K – – –
PAM
380
PartnerRe Asset Management
Connecticut
$325K +$850 +24 +0.3%
WT
381
Washington Trust
Rhode Island
$323K -$1.27M -35,992 -80%
ISL
382
Ingalls & Snyder LLC
New York
$322K -$3.01K -85 -0.9%
ECM
383
Everence Capital Management
Indiana
$311K – – –
CT
384
Coastline Trust
Rhode Island
$310K +$6.37K +180 +2%
PAG
385
Private Advisor Group
New Jersey
$309K +$22.3K +628 +8%
PAM
386
Peak Asset Management
Colorado
$303K +$303K +8,544 New
FWIA
387
Fort Washington Investment Advisors
Ohio
$301K +$42.5K +1,200 +16%
WG
388
Welch Group
Alabama
$300K – – –
RJT
389
Raymond James Trust
Florida
$293K +$293K +8,289 New
NFG
390
Next Financial Group
Texas
$290K -$14.1K -400 -5%
HSA
391
HBK Sorce Advisory
Pennsylvania
$286K +$286K +8,081 New
VWM
392
Vector Wealth Management
Minnesota
$285K +$4.96K +139 +2%
QIM
393
Quantitative Investment Management
Virginia
$283K +$283K +8,000 New
CIC
394
Crawford Investment Counsel
Georgia
$282K – – –
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$278K +$278K +7,853 New
CC
396
Courier Capital
New York
$273K – – –
HB
397
Homrich & Berg
Georgia
$272K +$3.54K +100 +1%
EP
398
Edgestream Partners
New Jersey
$270K -$42K -1,187 -13%
Renaissance Technologies
399
Renaissance Technologies
New York
$266K +$266K +7,500 New
W
400
Wealthfront
California
$263K +$128K +3,632 +95%
14 15
16
17 18