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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.

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
1
Fidelity Investments
Massachusetts
$468M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$225M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$109M
4
CBOA
4
Commonwealth Bank of Australia
Australia
$67.4M
5
Invesco
5
Invesco
Georgia
$97.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.7M
2
Franklin Resources
2
Franklin Resources
California
$742M
3
Axa
3
Axa
France
$55.9M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$643M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$97.6M 2,718,335 +1,226,410 +82%
Jennison Associates
27
Jennison Associates
New York
$90M 2,506,658 – –
Cohen & Steers
28
Cohen & Steers
New York
$78.2M 2,178,095 +291,080 +15%
AQR Capital Management
29
AQR Capital Management
Connecticut
$78.2M 2,177,118 +711,792 +49%
DPIM
30
Duff & Phelps Investment Management
Illinois
$71.8M 2,000,000 -400,000 -17%
Swiss National Bank
31
Swiss National Bank
Switzerland
$70.8M 1,970,483 +23,800 +1%
TA
32
Teachers Advisors
New York
$70.4M 1,959,803 -18,310 -0.9%
CBOA
33
Commonwealth Bank of Australia
Australia
$67.4M 1,877,477 +1,812,504 +2,790%
UBS AM
34
UBS AM
Illinois
$67.2M 1,871,638 -285,180 -13%
APG Asset Management
35
APG Asset Management
Netherlands
$66M 1,839,220 -761,146 -29%
Charles Schwab
36
Charles Schwab
California
$62.9M 1,752,580 +359,649 +26%
Victory Capital Management
37
Victory Capital Management
Texas
$61.4M 1,709,679 +275,435 +19%
Bank of America
38
Bank of America
North Carolina
$60.7M 1,690,016 +28,618 +2%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$59.4M 1,653,800 +65,800 +4%
Goldman Sachs
40
Goldman Sachs
New York
$59.3M 1,650,385 -5,391 -0.3%
RFC
41
Russell Frank Company
Washington
$56.7M 1,558,488 +676,562 +77%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$56M 1,560,295 -6,100 -0.4%
Axa
43
Axa
France
$55.9M 1,557,880 -2,497,356 -62%
PI
44
PGGM Investments
Netherlands
$54.8M 1,527,167 -19,021 -1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$51.1M 1,403,422 +7,316 +0.5%
Deutsche Bank
46
Deutsche Bank
Germany
$49.7M 1,384,629 +802,667 +138%
BlackRock
47
BlackRock
New York
$49.5M 1,378,631 +53,263 +4%
Wells Fargo
48
Wells Fargo
California
$47.8M 1,330,268 +397,080 +43%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$45.7M 1,271,689 -109,010 -8%
BA
50
BlackRock Advisors
Delaware
$43.7M 1,216,646 +261,102 +27%
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