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Xcel Energy
XEL

Overview Fund Activity

581 hedge funds and large institutions have $14.8B invested in Xcel Energy in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 228 increasing their positions, 174 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+15
Holders Change %
+2.65%
% of All Funds
15.51%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
71
Increased
228
Reduced
174
Closed
53
Calls
$9.91M
Puts
$8.31M
Net Calls
+$1.6M
Net Calls Change
-$1.82M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$256M
2
Millennium Management
Millennium Management
New York
$114M
3
CBOA
Commonwealth Bank of Australia
Australia
$173M
4
State Street
State Street
Massachusetts
$1.08B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$471M
2
Franklin Resources
Franklin Resources
California
$602M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$685M
4
Axa
Axa
France
$27.5M
5
EAM
Edge Asset Management
Washington
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
476
PartnerRe Asset Management
Connecticut
$142K – – –
HDIM
477
Hanson & Doremus Investment Management
Vermont
$138K – – –
JFA
478
JNBA Financial Advisors
Minnesota
$135K +$924 +22 +0.7%
TCOV
479
Trust Company of Vermont
Vermont
$134K -$9.01K -215 -6%
PAIA
480
Park Avenue Institutional Advisers
New York
$134K -$3.77K -90 -3%
HI
481
Hudock Inc
Pennsylvania
$133K – – –
CFG
482
Citizens Financial Group
Rhode Island
$130K -$1.47K -35 -1%
WEC
483
Winslow Evans & Crocker
Massachusetts
$126K -$42 -1 -0%
LOAMS
484
Lombard Odier Asset Management (Switzerland)
Switzerland
$125K – – –
SHJ
485
Sharkey, Howes & Javer
Colorado
$123K +$714 +17 +0.6%
Royal London Asset Management
486
Royal London Asset Management
United Kingdom
$123K +$119K +4,953,537 +2,744%
CG
487
Cutler Group
California
$122K +$111K +2,675 +1,045%
FANJ
488
Financial Architects (New Jersey)
New Jersey
$118K +$118K +2,810 New
MAM
489
Mizuho Asset Management
Japan
$116K -$88.6K -2,536 -43%
CHC
490
City Holding Co
West Virginia
$114K – – –
IA
491
IFP Advisors
Florida
$105K -$591K -10,559 -85%
DADC
492
D.A. Davidson & Co
Montana
$102K +$4.3K +103 +4%
ACM
493
Argentus Capital Management
Texas
$98K +$9.45K +226 +11%
GXMC
494
Global X Management Company
New York
$98K +$87.7K +2,100 +854%
SMG
495
Spectrum Management Group
Indiana
$95K +$95K +2,260 New
AF
496
Allworth Financial
California
$88K -$38.3K -917 -30%
CFA
497
Carroll Financial Associates
North Carolina
$86K – – –
SSB
498
Sandy Spring Bank
Maryland
$80K -$38.3K -922 -32%
WTB
499
Washington Trust Bank
Washington
$79K – – –
GLI
500
Guardian Life Insurance
New York
$78K -$22.1K -531 -22%
18 19
20
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