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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 %
GHA
201
GW Henssler & Associates
Georgia
$2.6M -$148K -4,113 -5%
DILH
202
Dai-ichi Life Holdings
Japan
$2.6M -$93K -2,590 -3%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$2.53M -$107K -2,991 -4%
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$2.5M +$143K +3,976 +6%
TRSOTSOK
205
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M -$136K -3,800 -5%
NEAM
206
New England Asset Management
Connecticut
$2.43M +$46.7K +1,300 +2%
MSA
207
Mason Street Advisors
Wisconsin
$2.38M +$24.2K +673 +1%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$2.37M -$135K -3,769 -5%
QI
209
QS Investors
New York
$2.32M -$31.2K -869 -1%
HC
210
HHG & Company
Connecticut
$2.31M +$26.2K +729 +1%
KeyBank National Association
211
KeyBank National Association
Ohio
$2.27M -$83K -2,311 -4%
PAM
212
Palisade Asset Management
Minnesota
$2.25M – – –
WFG
213
Windsor Financial Group
Minnesota
$2.25M -$84.4K -2,350 -4%
RJFSA
214
Raymond James Financial Services Advisors
Florida
$2.25M +$594K +16,539 +36%
M&T Bank
215
M&T Bank
New York
$2.22M -$208K -5,798 -9%
KBC Group
216
KBC Group
Belgium
$2.18M +$53K +1,475 +2%
VIA
217
Vident Investment Advisory
Georgia
$2.17M +$2.16M +60,278 +29,261%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$187K +5,212 +9%
RFC
219
Regions Financial Corp
Alabama
$2.15M -$153K -4,270 -7%
ICOA
220
Investment Centers of America
North Dakota
$2.07M +$93.9K +2,619 +5%
CAM
221
Capstone Asset Management
Texas
$2.03M +$123K +3,420 +6%
WAM
222
World Asset Management
Michigan
$2.03M +$37.7K +1,051 +2%
MOACM
223
Mutual of America Capital Management
New York
$2.02M -$7.18K -200 -0.4%
EIA
224
Edgemoor Investment Advisors
Maryland
$2.01M -$46.3K -1,289 -2%
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$1.98M -$71.8K -2,000 -4%
7 8
9
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