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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 %
PGIM
426
Pacific Global Investment Management
California
$216K – – –
HPC
427
HM Payson & Co
Maine
$214K -$18.6K -532 -8%
SM
428
Stratton Management
Pennsylvania
$212K -$34.8K -1,000 -14%
TAM
429
Tealwood Asset Management
Minnesota
$212K -$20.9K -600 -9%
ECM
430
ETrade Capital Management
Virginia
$209K +$209K +5,996 New
SWA
431
SFMG Wealth Advisors
Texas
$209K +$209K +6,000 New
ST
432
Sabal Trust
Florida
$201K – – –
WAS
433
Winch Advisory Services
Wisconsin
$199K +$199K +5,729 New
PCM
434
Prelude Capital Management
New York
$197K -$589K -16,917 -75%
TWA
435
TCI Wealth Advisors
Arizona
$183K +$122K +3,516 +202%
ICOM
436
Investment Counselors of Maryland
Maryland
$180K – – –
NYLIM
437
New York Life Investment Management
New York
$174K – – –
GT
438
Glenmede Trust
Pennsylvania
$171K -$43.3K -1,258 -20%
WTC
439
WhitTier Trust Company
Nevada
$166K – – –
ASN
440
Advisory Services Network
Georgia
$163K -$27.1K -774 -14%
FNBSF
441
First National Bank Sioux Falls
South Dakota
$162K – – –
PCM
442
Parsons Capital Management
Rhode Island
$161K +$161K +4,613 New
FHA
443
First Horizon Advisors
Tennessee
$141K – – –
BPBT
444
Boston Private Bank & Trust
Massachusetts
$140K – – –
CPIG
445
Chicago Partners Investment Group
Illinois
$139K -$4.45K -124 -3%
IF
446
Ironwood Financial
Arizona
$134K – – –
NAMA
447
Nikko Asset Management Americas
New York
$129K -$31.4K -900 -20%
WEC
448
Winslow Evans & Crocker
Massachusetts
$123K – – –
HIM
449
Hillsdale Investment Management
Ontario, Canada
$122K -$10.5K -300 -8%
GIS
450
Guardian Investor Services
New York
$122K – – –
16 17
18
19 20