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Xcel Energy
XEL

Overview Fund Activity

540 hedge funds and large institutions have $12.6B invested in Xcel Energy in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 185 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
46
Increased
185
Reduced
188
Closed
32
Calls
$3.53M
Puts
$595K
Net Calls
+$2.93M
Net Calls Change
+$1.01M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$829M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$901M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$253M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$714M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$153M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Franklin Resources
2
Franklin Resources
California
$829M
3
Deutsche Bank
3
Deutsche Bank
Germany
$20.6M
4
American Century Companies
4
American Century Companies
Missouri
$146M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
176
Denali Advisors
California
$3.52M -$457K -12,900 -11%
EGM
177
Engineers Gate Manager
New York
$3.5M +$3.13M +88,356 +839%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$3.39M +$158K +4,462 +5%
Citigroup
179
Citigroup
New York
$3.26M -$339K -9,569 -9%
URS
180
Utah Retirement Systems
Utah
$3.21M +$17.7K +500 +0.6%
MHC
181
Meyer Handelman Company
New York
$3.19M – – –
UFG
182
United Fire Group
Iowa
$3.19M – – –
SIM
183
Sadoff Investment Management
Wisconsin
$3.06M – – –
AIP
184
ARS Investment Partners
New York
$3.01M -$10.6K -300 -0.4%
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$2.98M -$183K -5,174 -6%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$2.78M -$41.3K -1,165 -1%
Los Angeles Capital Management
187
Los Angeles Capital Management
California
$2.77M +$212K +5,980 +8%
Creative Planning
188
Creative Planning
Kansas
$2.72M +$113K +3,181 +4%
CIP
189
Chartwell Investment Partners
Pennsylvania
$2.72M – – –
GHA
190
GW Henssler & Associates
Georgia
$2.71M +$118K +3,338 +5%
DILH
191
Dai-ichi Life Holdings
Japan
$2.65M – – –
Janus Henderson Group
192
Janus Henderson Group
United Kingdom
$2.6M – – –
AC
193
Alley Company
Illinois
$2.58M -$111K -3,134 -4%
GH
194
GAM Holding
Switzerland
$2.56M +$457K +12,911 +22%
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$2.54M – – –
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$2.47M -$125K -3,542 -5%
HighTower Advisors
197
HighTower Advisors
Illinois
$2.39M +$260K +7,347 +12%
AFA
198
Abacus FCF Advisors
Florida
$2.39M +$2.39M +67,539 New
M&T Bank
199
M&T Bank
New York
$2.39M -$396K -11,186 -14%
NEAM
200
New England Asset Management
Connecticut
$2.35M +$230K +6,500 +11%
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