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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 %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$2.33M +$1.49K +42 +0.1%
MSA
202
Mason Street Advisors
Wisconsin
$2.32M +$12.5K +354 +0.5%
QI
203
QS Investors
New York
$2.32M +$27.6K +780 +1%
KeyBank National Association
204
KeyBank National Association
Ohio
$2.32M +$1.63M +46,044 +236%
CBOA
205
Commonwealth Bank of Australia
Australia
$2.3M +$9.14K +258 +0.4%
WFG
206
Windsor Financial Group
Minnesota
$2.3M -$63.7K -1,800 -3%
RFC
207
Regions Financial Corp
Alabama
$2.28M -$534K -15,078 -19%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$2.25M +$70.8K +2,000 +3%
HC
209
HHG & Company
Connecticut
$2.25M -$7.76K -219 -0.3%
PAM
210
Palisade Asset Management
Minnesota
$2.22M -$17.7K -500 -0.8%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$2.19M -$1.32M -37,600 -38%
KBC Group
212
KBC Group
Belgium
$2.1M -$7.76M -219,242 -79%
VanEck Associates
213
VanEck Associates
New York
$2.07M +$187K +5,287 +10%
EIA
214
Edgemoor Investment Advisors
Maryland
$2.03M – – –
NMERB
215
New Mexico Educational Retirement Board
New Mexico
$2.02M +$124K +3,500 +7%
MOACM
216
Mutual of America Capital Management
New York
$2M +$48.2K +1,360 +2%
WAM
217
World Asset Management
Michigan
$1.96M +$26.3K +742 +1%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$1.95M +$183K +5,162 +10%
ICOA
219
Investment Centers of America
North Dakota
$1.95M +$258K +7,286 +15%
EIP
220
Energy Income Partners
Connecticut
$1.91M +$1.91M +54,000 New
LS
221
Livforsakringsbolaget Skandia
Sweden
$1.91M – – –
MAM
222
Martingale Asset Management
Massachusetts
$1.9M +$577K +16,300 +44%
GIA
223
Gateway Investment Advisers
Ohio
$1.88M -$117K -3,308 -6%
CAM
224
Capstone Asset Management
Texas
$1.88M +$5.31K +150 +0.3%
SO
225
STRS Ohio
Ohio
$1.8M -$410K -11,580 -19%
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