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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$126M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$343M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
4
Swedbank
Swedbank
Sweden
$23.4M
5
State Street
State Street
Massachusetts
$865M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
451
Hanson & Doremus Investment Management
Vermont
$121K – – –
W
452
Wealthfront
California
$121K +$31.4K +905 +35%
MAM
453
Mizuho Asset Management
Japan
$116K +$30.8K +882 +36%
SSB
454
Sandy Spring Bank
Maryland
$115K +$64.3K +1,852 +127%
HI
455
Hudock Inc
Pennsylvania
$111K – – –
TCOV
456
Trust Company of Vermont
Vermont
$111K – – –
JFA
457
JNBA Financial Advisors
Minnesota
$105K – – –
NIMI
458
Natixis Investment Managers International
France
$99K +$37.6K +1,082 +61%
EWM
459
Evercore Wealth Management
New York
$98K -$349K -10,000 -78%
SOAMC
460
Spirit of America Management Corp
New York
$97K +$97K +2,800 New
CHC
461
City Holding Co
West Virginia
$95K – – –
RFA
462
Reilly Financial Advisors
California
$95K +$95K +2,741 New
RAM
463
Riggs Asset Management
Pennsylvania
$93K – – –
QAM
464
QCI Asset Management
New York
$92K – – –
LIM
465
Longfellow Investment Management
Massachusetts
$91K – – –
Parallax Volatility Advisers
466
Parallax Volatility Advisers
California
$89K -$226K -6,495 -72%
M
467
MOTCO
Texas
$89K – – –
SCP
468
Syntal Capital Partners
Texas
$86K – – –
CBT
469
Central Bank & Trust
Kentucky
$84K -$47.5K -1,364 -36%
MFS
470
MSI Financial Services
Massachusetts
$80K +$3.54K +102 +5%
GLI
471
Guardian Life Insurance
New York
$77K -$23K -661 -23%
AF
472
Allworth Financial
California
$77K +$77K +2,214 New
Acadian Asset Management
473
Acadian Asset Management
Massachusetts
$76K – – –
FANJ
474
Financial Architects (New Jersey)
New Jersey
$72K +$278 +8 +0.4%
CFA
475
Carroll Financial Associates
North Carolina
$72K +$72K +2,065 New
17 18
19
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