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Xcel Energy
XEL

Overview Fund Activity

528 hedge funds and large institutions have $11.4B invested in Xcel Energy in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-18
Holders Change %
-3.3%
% of All Funds
14.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
31
Increased
183
Reduced
200
Closed
43
Calls
$2.29M
Puts
$361K
Net Calls
+$1.93M
Net Calls Change
+$1.43M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$571M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$600M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$81.4M
4
Macquarie Group
4
Macquarie Group
Australia
$54M
5
Franklin Resources
5
Franklin Resources
California
$906M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$102M
2
Invesco
2
Invesco
Georgia
$36.7M
3
SI
3
Scout Investments
Missouri
$0
4
State Street
4
State Street
Massachusetts
$767M
5
Citadel Advisors
5
Citadel Advisors
Florida
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBSF
426
First National Bank Sioux Falls
South Dakota
$150K – – –
MAM
427
Mizuho Asset Management
Japan
$135K +$28.2K +876 +26%
SOAMC
428
Spirit of America Management Corp
New York
$131K +$40.7K +1,260 +45%
FHA
429
First Horizon Advisors
Tennessee
$130K – – –
HIM
430
Hillsdale Investment Management
Ontario, Canada
$129K +$16.1K +500 +14%
IF
431
Ironwood Financial
Arizona
$124K – – –
W
432
Wealthfront
California
$122K +$10.3K +322 +9%
IC
433
IKOS CIF
Cyprus
$122K +$122K +3,780 New
WEC
434
Winslow Evans & Crocker
Massachusetts
$114K – – –
NIMI
435
Natixis Investment Managers International
France
$110K +$17.9K +553 +19%
PAIA
436
Park Avenue Institutional Advisers
New York
$110K +$110K +3,412 New
SSB
437
Sandy Spring Bank
Maryland
$107K – – –
HDIM
438
Hanson & Doremus Investment Management
Vermont
$106K -$5.57K -173 -5%
TCOV
439
Trust Company of Vermont
Vermont
$105K +$1.81K +56 +2%
HI
440
Hudock Inc
Pennsylvania
$102K – – –
WBC
441
Westpac Banking Corp
Australia
$101K -$890K -27,648 -90%
EWM
442
Evercore Wealth Management
New York
$101K +$11.1K +346 +12%
JFA
443
JNBA Financial Advisors
Minnesota
$93K -$4.01K -125 -4%
ASN
444
Advisory Services Network
Georgia
$92K -$58.4K -1,806 -39%
CHC
445
City Holding Co
West Virginia
$88K – – –
RFA
446
Reilly Financial Advisors
California
$88K – – –
LIM
447
Longfellow Investment Management
Massachusetts
$85K – – –
M
448
MOTCO
Texas
$82K – – –
DADC
449
D.A. Davidson & Co
Montana
$79K +$28.8K +903 +57%
CBT
450
Central Bank & Trust
Kentucky
$75K -$1.98K -62 -3%
16 17
18
19 20