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Xcel Energy
XEL

Overview Fund Activity

613 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 193 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
16.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
71
Increased
233
Reduced
193
Closed
30
Calls
$9.69M
Puts
$15M
Net Calls
-$5.26M
Net Calls Change
-$6.86M

Top Buyers

1
Millennium Management
Millennium Management
New York
$295M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
3
BFA
BlackRock Fund Advisors
California
$722M
4
JHIU
Janus Henderson Investors US
Colorado
$120M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.47B

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$858K
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$7.56M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$364M
4
Franklin Resources
Franklin Resources
California
$577M
5
Goldman Sachs
Goldman Sachs
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
376
SFE Investment Counsel
California
$543K – – –
V
377
Veritable
Delaware
$537K +$46.6K +1,040 +10%
AMG
378
Advisors Management Group
Wisconsin
$530K +$403 +9 +0.1%
BHWM
379
Bar Harbor Wealth Management
New Hampshire
$529K – – –
FNBTCON
380
First National Bank & Trust Co of Newtown
Pennsylvania
$520K -$9.92K -240 -2%
HNB
381
Huntington National Bank
Ohio
$520K +$626 +14 +0.1%
MSV
382
MN Services Vermogensbeheer
Netherlands
$520K +$6.98K +173 +1%
VF
383
Virtu Financial
New York
$519K +$519K +11,592 New
CWM
384
Concert Wealth Management
California
$514K +$35.7K +803 +7%
BRWA
385
B. Riley Wealth Advisors
Florida
$495K -$43.8K -1,479 -8%
TAF
386
Tredje AP-fonden
Sweden
$494K +$494K +11,030 New
SCA
387
Stonebridge Capital Advisors
Minnesota
$488K -$3.9K -87 -0.8%
LPL Financial
388
LPL Financial
California
$485K -$3.83M -84,451 -89%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$479K – – –
GBBWRPM
390
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$479K -$2.91K -65 -0.6%
GCP
391
GSA Capital Partners
United Kingdom
$476K +$476K +10,626 New
NI
392
Numeric Investors
Massachusetts
$475K +$475K +10,600 New
PI
393
Putnam Investments
Massachusetts
$472K – – –
ANB
394
Amarillo National Bank
Texas
$472K +$44.8K +1,000 +10%
KCM
395
Kornitzer Capital Management
Kansas
$469K -$24.6K -550 -5%
FBNAT
396
FirstMerit Bank N.A. Trustee
Ohio
$453K – – –
Bank of Nova Scotia
397
Bank of Nova Scotia
Ontario, Canada
$453K +$28.2K +630 +7%
AIP
398
Ameritas Investment Partners
Nebraska
$450K +$20.1K +449 +5%
FFBTD
399
First Financial Bank - Trust Division
Ohio
$448K -$29.8K -666 -6%
Boston Partners
400
Boston Partners
Massachusetts
$448K +$6.44K +144 +1%
14 15
16
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