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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 %
QCG
526
Quadrant Capital Group
Ohio
$35K – – –
AP
527
Atwood & Palmer
Missouri
$33K – – –
BC
528
Bartlett & Co
Ohio
$32K – – –
GI
529
Gradient Investments
Minnesota
$30K -$4.48M -105,384 -99%
KA
530
Klingman & Associates
New York
$29K – – –
OC
531
Oakworth Capital
Alabama
$29K +$3.39K +80 +13%
LWA
532
Lowe Wealth Advisors
Maryland
$28K – – –
AIM
533
Arcadia Investment Management
Michigan
$26K – – –
EFSCE
534
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
ACM
535
Armbruster Capital Management
New York
$25K – – –
ANBT
536
American National Bank & Trust
Texas
$24K – – –
VCM
537
Vigilant Capital Management
Maine
$22K – – –
HPBT
538
High Point Bank & Trust
North Carolina
$21K – – –
ClearBridge Investments
539
ClearBridge Investments
New York
$21K – – –
FCCM
540
First City Capital Management
Georgia
$20.9K – – –
AWM
541
Avior Wealth Management
Nebraska
$20K +$5.1K +125 +34%
S
542
SignatureFD
Georgia
$20K +$14K +341 +232%
LWA
543
Lenox Wealth Advisors
New York
$19K – – –
GAM
544
Gemmer Asset Management
California
$19K – – –
PMFA
545
Plante Moran Financial Advisors
Michigan
$19K +$83 +2 +0.4%
AIS
546
Accurate Investment Solutions
Pennsylvania
$18K -$31.6K -738 -64%
RAM
547
Riggs Asset Management
Pennsylvania
$17K – – –
JIR
548
James Investment Research
Ohio
$14K – – –
CAW
549
Cornerstone Advisors (Washington)
Washington
$14K – – –
MWM
550
MinichMacGregor Wealth Management
New York
$14K +$1.5K +36 +12%
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22
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