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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 %
LSV Asset Management
101
LSV Asset Management
Illinois
$17.7M 508,600 -15,400 -3%
LI
102
LMCG Investments
Massachusetts
$17.5M 503,638 -6,027 -1%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$16.9M 485,234 +79,487 +20%
BCIM
104
British Columbia Investment Management
British Columbia, Canada
$15.5M 446,039 +90,687 +26%
AAF
105
Andra AP-fonden
Sweden
$14.9M 427,300 -78,700 -16%
RCM
106
Riverhead Capital Management
Delaware
$14.6M 420,653 -2,067 -0.5%
CCMH
107
Cornerstone Capital Management Holdings
New York
$14M 401,964 +11,306 +3%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$13.8M 394,990 +13,925 +4%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$13.5M 386,946 +182,501 +89%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.8M 361,583 +181,402 +101%
DP
111
Dearborn Partners
Illinois
$12.4M 356,841 +32,315 +10%
ORIO
112
Old Republic International (ORI)
Illinois
$12.2M 349,900 – –
RFC
113
Russell Frank Company
Washington
$11.9M 343,266 -81,895 -19%
BCM
114
Becker Capital Management
Oregon
$11.8M 338,300 -561,548 -62%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$11.7M 336,911 +147,119 +78%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$11.1M 319,539 -830 -0.3%
USAA
117
United Services Automobile Association
Texas
$11M 316,986 +8,483 +3%
RCYC
118
Richard C. Young & Co
Rhode Island
$11M 316,065 -90 -0%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$10.8M 310,000 – –
SAM
120
Shell Asset Management
Netherlands
$10.5M 300,638 -61,400 -17%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$10.3M 295,098 +30,926 +12%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$10.2M 293,378 -16,460 -5%
KBC Group
123
KBC Group
Belgium
$10.2M 291,954 +217,148 +290%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$9.89M 284,198 -3,526 -1%
EB
125
Eastern Bank
Massachusetts
$9.51M 273,314 -20,291 -7%
3 4
5
6 7