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Xcel Energy
XEL

Overview Fund Activity

528 hedge funds and large institutions have $11.4B invested in Xcel Energy in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 43 closing their positions.

Holders
528
Holders Change
-18
Holders Change %
-3.3%
% of All Funds
14.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
31
Increased
183
Reduced
200
Closed
43
Calls
$2.29M
Puts
$361K
Net Calls
+$1.93M
Net Calls Change
+$1.43M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$571M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$600M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$81.4M
4
Macquarie Group
4
Macquarie Group
Australia
$54M
5
Franklin Resources
5
Franklin Resources
California
$906M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$102M
2
Invesco
2
Invesco
Georgia
$36.7M
3
SI
3
Scout Investments
Missouri
$0
4
State Street
4
State Street
Massachusetts
$767M
5
Citadel Advisors
5
Citadel Advisors
Florida
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
76
Morgan Stanley
New York
$24.7M -$8.42M -261,749 -25%
CS
77
Credit Suisse
Switzerland
$24.4M +$1.02M +31,601 +4%
MTB
78
Mizuho Trust & Banking
Japan
$24.3M +$204K +6,351 +0.8%
PPA
79
Parametric Portfolio Associates
Washington
$24.2M +$596K +18,533 +3%
ACA
80
Anchor Capital Advisors
Massachusetts
$24M +$140K +4,344 +0.6%
Lazard Asset Management
81
Lazard Asset Management
New York
$23.7M +$4.66M +144,912 +24%
NFA
82
Nationwide Fund Advisors
Ohio
$23.4M +$1.7M +52,765 +8%
Principal Financial Group
83
Principal Financial Group
Iowa
$23.2M -$727K -22,577 -3%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$22.3M +$1.28M +39,704 +6%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$22.1M -$9.49K -295 -0%
GF
86
Gabelli Funds
New York
$21.9M – – –
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$21.8M – – –
HAI
88
Hennessy Advisors Inc
California
$21.3M +$96.5K +3,000 +0.5%
BA
89
BlackRock Advisors
Delaware
$21.1M +$495K +15,375 +2%
H
90
Hexavest
Quebec, Canada
$20.7M -$422K -13,105 -2%
US Bancorp
91
US Bancorp
Minnesota
$19.2M -$1.35M -42,087 -7%
BJ
92
BlackRock Japan
Japan
$18.8M +$252K +7,821 +1%
SPC
93
Stewart & Patten Company
California
$18.1M +$36.8K +1,145 +0.2%
Canada Life
94
Canada Life
Manitoba, Canada
$17.8M +$176K +5,492 +1%
DIA
95
Dana Investment Advisors
Wisconsin
$17M +$524K +16,278 +3%
VDI
96
Vaughan David Investments
Illinois
$16.8M +$116K +3,600 +0.7%
MPI
97
Mairs & Power Inc
Minnesota
$16.4M -$266K -8,264 -2%
LSV Asset Management
98
LSV Asset Management
Illinois
$16.3M -$90.1K -2,800 -0.6%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$16.1M +$456K +14,156 +3%
RFC
100
Russell Frank Company
Washington
$15.4M +$4.35M +135,067 +39%
2 3
4
5 6