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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 %
TCM
501
Tradewinds Capital Management
Washington
$72K – – –
QAM
502
QCI Asset Management
New York
$69K – – –
MAM
503
Meeder Asset Management
Ohio
$63K +$63K +1,520 New
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K – – –
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$60K +$4.9K +117 +9%
First Manhattan
506
First Manhattan
New York
$58K – – –
FFC
507
First Financial Corp
Indiana
$57K – – –
SAMC
508
Shinko Asset Management Company
Japan
$56K -$6.41K -152 -10%
DSC
509
Duncker Streett & Co
Missouri
$55K – – –
NSIM
510
North Star Investment Management
Illinois
$54K – – –
VCM
511
Versant Capital Management
Arizona
$53K +$2.46K +59 +5%
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K – – –
WC
513
Whitnell & Co
Illinois
$51K – – –
PWM
514
Perigon Wealth Management
California
$50K +$50K +1,187 New
IWM
515
Integrated Wealth Management
California
$47K – – –
SF
516
Synovus Financial
Georgia
$47K +$8.6K +207 +22%
IIC
517
Integrated Investment Consultants
Michigan
$47K +$47K +1,155 New
KT
518
Kanaly Trust
Texas
$44K +$23.1K +551 +110%
MCM
519
Manchester Capital Management
Vermont
$43K – – –
SBL
520
Sargent Bickham Lagudis
Colorado
$43K +$43K +1,031 New
ICOM
521
Investment Counselors of Maryland
Maryland
$42K – – –
PAI
522
Pittenger & Anderson Inc
Nebraska
$42K – – –
ST
523
Smithfield Trust
Pennsylvania
$40K – – –
Nuveen Asset Management
524
Nuveen Asset Management
Illinois
$37.6K -$13.8K -330,368 -27%
MMG
525
Monetary Management Group
Missouri
$37K – – –
19 20
21
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