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Xcel Energy
XEL

Overview Fund Activity

546 hedge funds and large institutions have $12.1B invested in Xcel Energy in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 221 reducing their positions, and 36 closing their positions.

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
14.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
47
Increased
167
Reduced
221
Closed
36
Calls
$1.49M
Puts
$990K
Net Calls
+$501K
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$687M
2
Deutsche Bank
2
Deutsche Bank
Germany
$171M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$104M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$192M
5
Jennison Associates
5
Jennison Associates
New York
$76.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$126M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$343M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$191M
4
Swedbank
4
Swedbank
Sweden
$23.4M
5
State Street
5
State Street
Massachusetts
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
Credit Agricole
51
Credit Agricole
France
$46.3M 1,329,750 +3,969 +0.3%
Goldman Sachs
52
Goldman Sachs
New York
$46.2M 1,326,468 +117,070 +10%
GC
53
Guggenheim Capital
Illinois
$45.2M 1,298,891 -2,985 -0.2%
SI
54
Scout Investments
Missouri
$44.4M 1,274,380 +1,274,380 New
JHIU
55
Janus Henderson Investors US
Colorado
$42.4M 1,216,987 -16,713 -1%
BSPF
56
British Steel Pension Fund
United Kingdom
$36.5M 1,049,710 – –
Morgan Stanley
57
Morgan Stanley
New York
$35.9M 1,030,542 -680,771 -40%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$35.4M 1,018,035 +24,977 +3%
BIM
59
BlackRock Investment Management
Delaware
$35.1M 1,008,365 -9,878 -1%
ATN
60
AMF Tjänstepension
Sweden
$33.8M 971,925 -18,188 -2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$33M 949,312 -15,505 -2%
AllianceBernstein
62
AllianceBernstein
Tennessee
$32.5M 932,787 -22,802 -2%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$31.6M 907,928 -10,440 -1%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$31.3M 898,059 -3,571 -0.4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$30.8M 885,481 +120,688 +16%
AQR Capital Management
66
AQR Capital Management
Connecticut
$30.6M 879,690 +85,501 +11%
First Trust Advisors
67
First Trust Advisors
Illinois
$29.4M 844,575 -739,835 -47%
MAM
68
Magellan Asset Management
Australia
$28.5M 819,345 -100,250 -11%
Prudential Financial
69
Prudential Financial
New Jersey
$28.4M 815,254 -139,047 -15%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$28.1M 806,548 +272,400 +51%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$27.7M 796,803 +110,328 +16%
VRS
72
Virginia Retirement Systems
Virginia
$27.4M 786,470 +189,634 +32%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$27.3M 784,853 -291,206 -27%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$27.2M 781,856 +781,856 New
MTB
75
Mizuho Trust & Banking
Japan
$26.1M 748,892 +31,036 +4%
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