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Xcel Energy
XEL

Overview Fund Activity

566 hedge funds and large institutions have $12.8B invested in Xcel Energy in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 186 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+26
Holders Change %
+4.81%
% of All Funds
14.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
70
Increased
195
Reduced
186
Closed
40
Calls
$5.57M
Puts
$2.15M
Net Calls
+$3.42M
Net Calls Change
+$487K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$468M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$225M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$109M
4
CBOA
4
Commonwealth Bank of Australia
Australia
$67.4M
5
Invesco
5
Invesco
Georgia
$97.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.7M
2
Franklin Resources
2
Franklin Resources
California
$742M
3
Axa
3
Axa
France
$55.9M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
176
LPL Financial
California
$3.77M +$1.98M +54,988 +111%
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$3.76M +$10.8K +300 +0.3%
FDS
178
First Dallas Securities
Texas
$3.71M -$192K -5,340 -5%
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.41M +$3.41M +95,006 New
DIA
180
Denver Investment Advisors
Colorado
$3.4M -$641K -17,854 -16%
Stifel Financial
181
Stifel Financial
Missouri
$3.3M +$1.73M +48,229 +111%
URS
182
Utah Retirement Systems
Utah
$3.26M +$3.59K +100 +0.1%
MHC
183
Meyer Handelman Company
New York
$3.24M – – –
UFG
184
United Fire Group
Iowa
$3.23M – – –
FAF
185
Fjarde Ap-fonden
Sweden
$3.18M -$397K -10,970 -11%
SIM
186
Sadoff Investment Management
Wisconsin
$3.11M +$1.4K +39 +0%
UIM
187
USS Investment Management
United Kingdom
$3.09M -$696K -19,390 -18%
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$3.02M +$214K +5,950 +8%
AIP
189
ARS Investment Partners
New York
$2.99M -$63.7K -1,775 -2%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$2.92M -$515K -14,333 -15%
GH
191
GAM Holding
Switzerland
$2.84M +$245K +6,835 +9%
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$2.81M -$13.6K -378 -0.5%
HighTower Advisors
193
HighTower Advisors
Illinois
$2.75M +$316K +8,779 +13%
MAM
194
Martingale Asset Management
Massachusetts
$2.72M +$794K +22,103 +41%
Creative Planning
195
Creative Planning
Kansas
$2.7M -$58.1K -1,619 -2%
PDN
196
Pensionfund DSM Netherlands
Netherlands
$2.69M +$2.69M +75,000 New
CIP
197
Chartwell Investment Partners
Pennsylvania
$2.68M -$78.8K -2,195 -3%
CIP
198
Convergence Investment Partners
Florida
$2.67M +$2.67M +74,412 New
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$2.63M -$395K -11,007 -13%
AC
200
Alley Company
Illinois
$2.62M +$1.9K +53 +0.1%
6 7
8
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