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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 %
FNBSF
451
First National Bank Sioux Falls
South Dakota
$168K – – –
CPIG
452
Chicago Partners Investment Group
Illinois
$160K +$16K +444 +11%
AIM
453
Assured Investment Management
New York
$157K -$26.6K -740 -14%
TWA
454
TCI Wealth Advisors
Arizona
$147K -$42K -1,168 -22%
AW
455
Alpha Windward
Massachusetts
$146K +$146K +4,060 New
FHA
456
First Horizon Advisors
Tennessee
$144K -$606 -17 -0.4%
IC
457
IKOS CIF
Cyprus
$143K – – –
EWM
458
Evercore Wealth Management
New York
$127K +$26.2K +730 +26%
TCOV
459
Trust Company of Vermont
Vermont
$123K +$7.75K +215 +7%
PAM
460
PartnerRe Asset Management
Connecticut
$122K -$207K -5,780 -63%
ARMT
461
Amica Retiree Medical Trust
Rhode Island
$120K +$120K +3,328 New
PAIA
462
Park Avenue Institutional Advisers
New York
$118K -$3.02K -84 -2%
HDIM
463
Hanson & Doremus Investment Management
Vermont
$118K – – –
ASN
464
Advisory Services Network
Georgia
$116K +$12.8K +357 +12%
JFA
465
JNBA Financial Advisors
Minnesota
$115K +$10.7K +296 +10%
HI
466
Hudock Inc
Pennsylvania
$114K – – –
CFG
467
Citizens Financial Group
Rhode Island
$112K +$112K +3,135 New
AF
468
Allworth Financial
California
$109K +$65.9K +1,829 +153%
LOAMS
469
Lombard Odier Asset Management (Switzerland)
Switzerland
$109K +$109K +2,996 New
WEC
470
Winslow Evans & Crocker
Massachusetts
$108K +$19.2K +536 +22%
SHJ
471
Sharkey, Howes & Javer
Colorado
$105K – – –
SSB
472
Sandy Spring Bank
Maryland
$103K – – –
CHC
473
City Holding Co
West Virginia
$98K – – –
Bessemer Group
474
Bessemer Group
New Jersey
$90K -$3.05K -85 -3%
GLI
475
Guardian Life Insurance
New York
$86K -$19.7K -552 -19%
17 18
19
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