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Xcel Energy
XEL

Overview Fund Activity

540 hedge funds and large institutions have $12.6B invested in Xcel Energy in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 185 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
46
Increased
185
Reduced
188
Closed
32
Calls
$3.53M
Puts
$595K
Net Calls
+$2.93M
Net Calls Change
+$1.01M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$829M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$901M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$253M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$714M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$153M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Franklin Resources
2
Franklin Resources
California
$829M
3
Deutsche Bank
3
Deutsche Bank
Germany
$20.6M
4
American Century Companies
4
American Century Companies
Missouri
$146M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
26
APG Asset Management
Netherlands
$92.1M -$8.76M -247,314 -9%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$89.4M -$212K -5,992 -0.2%
Jennison Associates
28
Jennison Associates
New York
$88.8M +$24.6M +695,228 +38%
Norges Bank
29
Norges Bank
Norway
$86.6M -$7.22M -204,032 -8%
DPIM
30
Duff & Phelps Investment Management
Illinois
$85M – – –
UBS AM
31
UBS AM
Illinois
$76.4M -$8.25M -232,997 -10%
CNB
32
City National Bank
California
$72.7M -$2.79M -78,811 -4%
TA
33
Teachers Advisors
New York
$70M +$13.7M +387,471 +24%
Swiss National Bank
34
Swiss National Bank
Switzerland
$68.9M +$3.2M +90,500 +5%
Cohen & Steers
35
Cohen & Steers
New York
$66.8M +$3.03M +85,630 +5%
Bank of America
36
Bank of America
North Carolina
$58.8M +$7.44M +210,036 +14%
Goldman Sachs
37
Goldman Sachs
New York
$58.6M -$6.77M -191,287 -10%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$56.2M -$1.54M -43,600 -3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$55.5M -$1.21M -34,100 -2%
PI
40
PGGM Investments
Netherlands
$54.8M +$356K +10,066 +0.7%
Allianz Asset Management
41
Allianz Asset Management
Germany
$54.6M +$5.86M +165,545 +12%
Invesco
42
Invesco
Georgia
$52.8M +$12.5M +351,865 +31%
AQR Capital Management
43
AQR Capital Management
Connecticut
$51.9M +$14.2M +400,182 +38%
Victory Capital Management
44
Victory Capital Management
Texas
$50.8M +$5.81M +164,072 +13%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$49.4M +$2.49M +70,359 +5%
Charles Schwab
46
Charles Schwab
California
$49.3M +$670K +18,928 +1%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$48.9M +$892K +25,199 +2%
BlackRock
48
BlackRock
New York
$46.9M +$3.37M +95,065 +8%
Credit Agricole
49
Credit Agricole
France
$44.1M -$4.08M -115,100 -8%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$43.7M -$1.01M -28,593 -2%
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