XEL icon

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 %
DADC
476
D.A. Davidson & Co
Montana
$84K +$143 +4 +0.2%
ACM
477
Argentus Capital Management
Texas
$76K -$1.66M -46,187 -96%
CFA
478
Carroll Financial Associates
North Carolina
$74K – – –
CBT
479
Central Bank & Trust
Kentucky
$68K -$22.8K -642 -25%
WTB
480
Washington Trust Bank
Washington
$68K – – –
FPFS
481
First Personal Financial Services
North Carolina
$66K – – –
PSUF
482
People's United Financial
Connecticut
$63K – – –
VC
483
Vestor Capital
Illinois
$61K – – –
TCM
484
Tradewinds Capital Management
Washington
$61K – – –
QAM
485
QCI Asset Management
New York
$59K – – –
EWM
486
Endurance Wealth Management
Rhode Island
$54K – – –
AIA
487
Allegis Investment Advisors
Idaho
$54K +$54K +1,517 New
JFGIW
488
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K – – –
SAMC
489
Shinko Asset Management Company
Japan
$53K – – –
First Manhattan
490
First Manhattan
New York
$50K – – –
FFC
491
First Financial Corp
Indiana
$49K – – –
DSC
492
Duncker Streett & Co
Missouri
$47K – – –
WAM
493
Wealthspire Advisors (Maryland)
Maryland
$47K +$47K +1,316 New
NSIM
494
North Star Investment Management
Illinois
$46K – – –
LWCFA
495
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K – – –
Nuveen Asset Management
496
Nuveen Asset Management
Illinois
$44.1K +$25.2K +703,118 +134%
WC
497
Whitnell & Co
Illinois
$43K – – –
VCM
498
Versant Capital Management
Arizona
$43K +$43K +1,211 New
AIS
499
Accurate Investment Solutions
Pennsylvania
$42K +$42K +1,159 New
IWM
500
Integrated Wealth Management
California
$40K -$12.7K -353 -24%
18 19
20
21 22