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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 %
PFS
601
Physicians Financial Services
North Carolina
$4K +$42 +1 +1%
SWA
602
Sutton Wealth Advisors
Florida
$3.18K – – –
FIB
603
First Interstate Bank
Montana
$2K – – –
PFBT
604
Parkside Financial Bank & Trust
Missouri
$2K – – –
FWM
605
Focused Wealth Management
New York
$2K – – –
HCM
606
Herndon Capital Management
Georgia
$2K +$2K +47 New
TFO
607
Tarbox Family Office
California
$1K +$214 +3 +27%
TDC
608
Thompson Davis & Co
Virginia
$1K +$1K +15 New
PRS
609
Pinkerton Retirement Specialists
Idaho
$1K +$1K +26 New
DPA
610
Delphi Private Advisors
California
$1K +$1K +28 New
CA
611
Commerzbank Aktiengesellschaft
Germany
$982 -$184 -4,112 -16%
PIA
612
Piedmont Investment Advisors
North Carolina
$671 +$671 +15 New
AT
613
Arden Trust
Delaware
$340 +$28 +621 +9%
T
614
TOBAM
France
– -$17.8M -424,503 Closed
Voloridge Investment Management
615
Voloridge Investment Management
Florida
– -$9.14M -218,544 Closed
HEIP
616
Hudson Edge Investment Partners
New Jersey
– -$5.37M -128,385 Closed
CSS
617
Cubist Systematic Strategies
Connecticut
– -$3.61M -86,359 Closed
PDN
618
Pensionfund DSM Netherlands
Netherlands
– -$3.6M -86,000 Closed
Janney Montgomery Scott
619
Janney Montgomery Scott
Pennsylvania
– -$1.81M -43,296 Closed
PS
620
Pensionfund Sabic
Netherlands
– -$1.7M -40,700 Closed
UR
621
USCA RIA
Texas
– -$1.36M -32,577 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
622
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.36M -32,400 Closed
Walleye Trading
623
Walleye Trading
New York
– -$1.25M -29,786 Closed
PRCM
624
Pine River Capital Management
Minnesota
– -$1.11M -26,628 Closed
CO
625
Caldwell & Orkin
Georgia
– -$983K -23,500 Closed
22 23 24
25
26