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Xcel Energy
XEL

Overview Fund Activity

613 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 193 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
16.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
71
Increased
233
Reduced
193
Closed
30
Calls
$9.69M
Puts
$15M
Net Calls
-$5.26M
Net Calls Change
-$6.86M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
BFA
3
BlackRock Fund Advisors
California
$722M
4
JHIU
4
Janus Henderson Investors US
Colorado
$120M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.47B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$858K
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$7.56M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$364M
4
Franklin Resources
4
Franklin Resources
California
$577M
5
Goldman Sachs
5
Goldman Sachs
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
526
Tradewinds Capital Management
Washington
$77K – – –
RAM
527
Riggs Asset Management
Pennsylvania
$76K +$58.1K +1,300 +325%
QAM
528
QCI Asset Management
New York
$73K – – –
3C
529
361 Capital
Colorado
$70K +$70K +1,555 New
JFGIW
530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K – – –
EWM
531
Endurance Wealth Management
Rhode Island
$67K – – –
First Manhattan
532
First Manhattan
New York
$62K – – –
SAMC
533
Shinko Asset Management Company
Japan
$59K – – –
DSC
534
Duncker Streett & Co
Missouri
$59K – – –
NSIM
535
North Star Investment Management
Illinois
$58K – – –
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K – – –
VCM
537
Versant Capital Management
Arizona
$56K – – –
WC
538
Whitnell & Co
Illinois
$54K – – –
PWM
539
Perigon Wealth Management
California
$53K – – –
IIC
540
Integrated Investment Consultants
Michigan
$52K – – –
SF
541
Synovus Financial
Georgia
$51K – – –
IWM
542
Integrated Wealth Management
California
$50K – – –
KT
543
Kanaly Trust
Texas
$47K – – –
MCM
544
Manchester Capital Management
Vermont
$46K – – –
SBL
545
Sargent Bickham Lagudis
Colorado
$46K – – –
ICOM
546
Investment Counselors of Maryland
Maryland
$45K – – –
ST
547
Smithfield Trust
Pennsylvania
$43K – – –
AIM
548
Assured Investment Management
New York
$43K +$43K +955 New
CCM
549
Cribstone Capital Management
Maine
$43K +$43K +960 New
OC
550
Oakworth Capital
Alabama
$41K +$12.6K +303 +44%
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