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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 %
FIM
401
Freedom Investment Management
Connecticut
$296K +$296K +8,242 New
Boston Partners
402
Boston Partners
Massachusetts
$294K +$294K +8,180 New
GCA
403
Gideon Capital Advisors
New York
$294K +$294K +8,198 New
NFG
404
Next Financial Group
Texas
$293K -$1.79K -50 -0.6%
BB
405
Bell Bank
North Dakota
$287K -$814K -22,651 -74%
VWM
406
Vector Wealth Management
Minnesota
$287K – – –
CIC
407
Crawford Investment Counsel
Georgia
$286K – – –
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$280K +$280K +7,791 New
KCM
409
Kornitzer Capital Management
Kansas
$276K +$276K +7,675 New
ECM
410
ETrade Capital Management
Virginia
$274K +$30.6K +850 +13%
WS
411
Wedbush Securities
California
$273K +$38.6K +1,076 +16%
W
412
Wealthfront
California
$272K +$4.53K +126 +2%
RCAMU
413
Rothschild & Co Asset Management US
Connecticut
$270K +$270K +7,509 New
AP
414
Advisor Partners
California
$263K +$2.47K +69 +0.9%
RHJA
415
Rice Hall James & Associates
California
$262K – – –
CC
416
Courier Capital
New York
$259K -$18.4K -511 -7%
AIM
417
Ada Investment Management
New York
$259K +$259K +7,200 New
GG
418
Gofen & Glossberg
Illinois
$252K -$4.25K -118 -2%
NB
419
NBT Bank
New York
$252K – – –
SC
420
Savant Capital
Illinois
$252K +$2.52K +70 +1%
IB
421
Intrust Bank
Kansas
$251K +$1.55K +43 +0.6%
AW
422
ACG Wealth
Georgia
$249K – – –
MYLI
423
Meiji Yasuda Life Insurance
Japan
$245K -$101K -2,800 -29%
SIP
424
Stoneridge Investment Partners
Pennsylvania
$244K – – –
BTS
425
BB&T Securities
Virginia
$243K -$8.43K -235 -3%
15 16
17
18 19