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Xcel Energy
XEL

Overview Fund Activity

566 hedge funds and large institutions have $12.8B invested in Xcel Energy in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 186 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+26
Holders Change %
+4.81%
% of All Funds
14.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
70
Increased
195
Reduced
186
Closed
40
Calls
$5.57M
Puts
$2.15M
Net Calls
+$3.42M
Net Calls Change
+$487K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$468M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$225M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$109M
4
CBOA
4
Commonwealth Bank of Australia
Australia
$67.4M
5
Invesco
5
Invesco
Georgia
$97.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.7M
2
Franklin Resources
2
Franklin Resources
California
$742M
3
Axa
3
Axa
France
$55.9M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
551
Westport Resources Management
Connecticut
$5K -$6.67K -200 -57%
MFW
552
Mosaic Family Wealth
Missouri
$5K +$5K +149 New
TSU
553
TD Securities (USA)
New York
$4K -$6.18K -176 -61%
WA
554
WealthTrust-Arizona
Arizona
$4K – – –
AC
555
Alexandria Capital
Virginia
$4K – – –
LNB
556
Ledyard National Bank
$4K – – –
KM
557
Kalos Management
Georgia
$4K – – –
PHK
558
Point72 Hong Kong
Hong Kong
$4K +$4K +100 New
FMP
559
Financial Management Professionals
Texas
$3K – – –
BWA
560
Burt Wealth Advisors
Maryland
$3K +$3K +83 New
PFS
561
Physicians Financial Services
North Carolina
$3K +$3K +93 New
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$2.12K -$220K -6,128 -99%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$2K -$851 -20 -30%
FIB
564
First Interstate Bank
Montana
$2K – – –
FWM
565
Focused Wealth Management
New York
$2K – – –
JGIA
566
Jackson Grant Investment Advisers
Connecticut
$2K +$2K +66 New
Norges Bank
567
Norges Bank
Norway
– -$86.6M -2,444,822 Closed
Adage Capital Partners
568
Adage Capital Partners
Massachusetts
– -$28M -790,500 Closed
RCYC
569
Richard C. Young & Co
Rhode Island
– -$7.52M -212,399 Closed
DA
570
Denali Advisors
California
– -$3.52M -99,400 Closed
AFA
571
Abacus FCF Advisors
Florida
– -$2.39M -67,539 Closed
Verition Fund Management
572
Verition Fund Management
Connecticut
– -$1.49M -42,036 Closed
PIM
573
Profit Investment Management
Maryland
– -$1.47M -41,460 Closed
QT
574
Quantbot Technologies
New York
– -$1.4M -39,654 Closed
AIS
575
American Investment Services
Massachusetts
– -$1.27M -35,873 Closed
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