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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 %
CGT
551
Capital Guardian Trust
California
$13K – – –
PHK
552
Point72 Hong Kong
Hong Kong
$13K +$8.67K +200 +200%
HFM
553
Hartford Financial Management
Connecticut
$12K – – –
SNT
554
Security National Trust
West Virginia
$10K – – –
ZB
555
Zions Bancorporation
Utah
$8K -$637 -16 -7%
DAM
556
Delta Asset Management
Tennessee
$8K – – –
FAM
557
Formidable Asset Management
Ohio
$8K – – –
TC
558
Trust Company
Kansas
$8K – – –
AFIA
559
America First Investment Advisors
Nebraska
$8K +$8K +200 New
FAM
560
Fred Alger Management
New York
$8K +$8K +202 New
PCP
561
Proficio Capital Partners
Massachusetts
$7K – – –
CHP
562
Cable Hill Partners
Oregon
$7K +$7K +144 New
VIA
563
Vantage Investment Advisors
Pennsylvania
$6K -$15.2K -380 -72%
Loomis, Sayles & Company
564
Loomis, Sayles & Company
Massachusetts
$6K -$6.85K -161 -53%
HF
565
Hoxton Financial
West Virginia
$6K +$6K +155 New
VIA
566
Vident Investment Advisory
Georgia
$5.06K +$2.53K +60,520 +100%
AC
567
Alexandria Capital
Virginia
$5K – – –
LNB
568
Ledyard National Bank
$5K – – –
TSU
569
TD Securities (USA)
New York
$5K +$43 +1 +0.9%
WA
570
WealthTrust-Arizona
Arizona
$4K – – –
FMP
571
Financial Management Professionals
Texas
$4K – – –
PFS
572
Physicians Financial Services
North Carolina
$4K +$43 +1 +1%
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$4K +$4K +90 New
CK
574
Carnick & Kubik
Colorado
$3K +$3K +60 New
SWA
575
Sutton Wealth Advisors
Florida
$2.97K +$2.97K +71 New
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