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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 %
TC
526
Trust Company
Kansas
$7K – – –
ZB
527
Zions Bancorporation
Utah
$7K +$7K +201 New
MFBTD
528
MB Financial Bank - Trust Department
Illinois
$7K +$7K +208 New
SC
529
Saturna Capital
Washington
$6K +$6K +172 New
SNT
530
Security National Trust
West Virginia
$5K – – –
WA
531
WealthTrust-Arizona
Arizona
$4K – – –
AC
532
Alexandria Capital
Virginia
$4K – – –
LNB
533
Ledyard National Bank
$4K – – –
FMP
534
Financial Management Professionals
Texas
$3K – – –
CK
535
Carnick & Kubik
Colorado
$2.13K +$2.13K +60 New
FWM
536
Focused Wealth Management
New York
$2K – – –
HR
537
Howe & Rusling
New York
$2K – – –
FIB
538
First Interstate Bank
Montana
$2K +$2K +47 New
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +65 New
PFBT
540
Parkside Financial Bank & Trust
Missouri
$2K +$2K +67 New
Artisan Partners
541
Artisan Partners
Wisconsin
– -$184M -5,705,480 Closed
LI
542
LMCG Investments
Massachusetts
– -$12.8M -397,287 Closed
EA
543
Ecofin Advisors
United Kingdom
– -$4.31M -133,860 Closed
IG
544
ING Group
Netherlands
– -$3.79M -117,907 Closed
ARC
545
Absolute Return Capital
Massachusetts
– -$2.51M -78,057 Closed
Nomura Holdings
546
Nomura Holdings
Japan
– -$2.16M -67,484 Closed
SFP
547
Santa Fe Partners
New Mexico
– -$1.7M -52,850 Closed
GS
548
GAM Systematic
United Kingdom
– -$1.65M -51,202 Closed
AI
549
Analytic Investors
California
– -$1.48M -45,896 Closed
HI
550
HBK Investments
Texas
– -$985K -30,600 Closed
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