XEL icon

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 %
PFBT
576
Parkside Financial Bank & Trust
Missouri
$2K – – –
FWM
577
Focused Wealth Management
New York
$2K – – –
FIB
578
First Interstate Bank
Montana
$2K – – –
LP
579
LMR Partners
United Kingdom
$1.89K +$1.89K +45,114 New
EWM
580
Endurance Wealth Management
Rhode Island
$63 – – –
RBA
581
Richard Bernstein Advisors
New York
– -$5.66M -157,479 Closed
MSU
582
Mizuho Securities USA
New York
– -$5.42M -151,000 Closed
SCM
583
Stevens Capital Management
Pennsylvania
– -$4.03M -112,196 Closed
Swedbank
584
Swedbank
Sweden
– -$4.01M -110,047 Closed
CIP
585
Convergence Investment Partners
Florida
– -$2.67M -74,412 Closed
NEAM
586
New England Asset Management
Connecticut
– -$2.43M -67,600 Closed
QIM
587
Quantitative Investment Management
Virginia
– -$1.9M -52,800 Closed
Handelsbanken Fonder
588
Handelsbanken Fonder
Sweden
– -$1.72M -47,953 Closed
VAM
589
Visium Asset Management
New York
– -$1.69M -47,000 Closed
DL
590
Delta Lloyd
Netherlands
– -$1.28M -35,511 Closed
AMI
591
Amica Mutual Insurance
Rhode Island
– -$1.14M -31,633 Closed
BC
592
Brookfield Corp
Ontario, Canada
– -$1.11M -31,000 Closed
ADBIC
593
A.D. Beadell Investment Counsel
Wisconsin
– -$974K -27,134 Closed
Capstone Investment Advisors
594
Capstone Investment Advisors
New York
– -$973K -27,100 Closed
APFBOT
595
Amica Pension Fund Board of Trustees
Rhode Island
– -$783K -21,815 Closed
GCP
596
GSA Capital Partners
United Kingdom
– -$690K -19,209 Closed
SS
597
Simplicity Solutions
Minnesota
– -$606K -16,885 Closed
Tudor Investment Corp
598
Tudor Investment Corp
Connecticut
– -$524K -14,600 Closed
ZIM
599
Zacks Investment Management
Illinois
– -$509K -14,164 Closed
RIG
600
Roosevelt Investment Group
New York
– -$501K -13,950 Closed
22 23
24
25 26