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Xcel Energy
XEL

Overview Fund Activity

546 hedge funds and large institutions have $12.1B invested in Xcel Energy in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
14.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
47
Increased
167
Reduced
221
Closed
36
Calls
$1.49M
Puts
$990K
Net Calls
+$501K
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$687M
2
Deutsche Bank
2
Deutsche Bank
Germany
$171M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$104M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$192M
5
Jennison Associates
5
Jennison Associates
New York
$76.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$126M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$343M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$191M
4
Swedbank
4
Swedbank
Sweden
$23.4M
5
State Street
5
State Street
Massachusetts
$865M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
401
Crosspoint Capital Strategies
California
$281K -$19.2K -550 -6%
CW
402
Cobiz Wealth
Colorado
$280K -$6.96K -200 -2%
VFS
403
VSR Financial Services
Kansas
$280K +$695 +20 +0.2%
CIC
404
Crawford Investment Counsel
Georgia
$277K – – –
PSUF
405
People's United Financial
Connecticut
$275K -$21.7K -621 -7%
MCM
406
MAI Capital Management
Ohio
$274K -$4.71K -135 -2%
VWM
407
Vector Wealth Management
Minnesota
$274K +$69 +2 +0%
SC
408
Savant Capital
Illinois
$270K +$59.6K +1,710 +28%
CC
409
Courier Capital
New York
$269K – – –
KIA
410
KCM Investment Advisors
California
$254K -$174K -5,000 -41%
GCP
411
GSA Capital Partners
United Kingdom
$251K -$189K -5,423 -43%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$250K +$250K +7,172 New
ATC
413
Argent Trust Co
Tennessee
$248K +$11.8K +339 +5%
SCM
414
Sterling Capital Management
North Carolina
$247K – – –
GG
415
Gofen & Glossberg
Illinois
$244K – – –
AW
416
ACG Wealth
Georgia
$242K – – –
FT
417
Fiduciary Trust
Massachusetts
$241K – – –
SIP
418
Stoneridge Investment Partners
Pennsylvania
$237K – – –
CWM
419
Concert Wealth Management
California
$233K +$12.7K +574 +6%
WS
420
Wedbush Securities
California
$229K -$11.3K -325 -5%
AP
421
Advisor Partners
California
$229K +$4.7K +135 +2%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$225K -$3.48K -100 -2%
BFS
423
Bradley Foster & Sargent
Connecticut
$225K – – –
EWA
424
Exencial Wealth Advisors
Oklahoma
$220K -$35.6K -1,037 -14%
SWP
425
Stratos Wealth Partners
Ohio
$217K +$4.09K +119 +2%
15 16
17
18 19