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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B 30,469,888 +1,053,651 +4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$934M 26,007,265 +549,306 +2%
State Street
3
State Street
Massachusetts
$860M 23,961,891 -674,259 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$801M 22,319,197 -1,084,760 -5%
Franklin Resources
5
Franklin Resources
California
$742M 20,665,894 -2,747,842 -12%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$643M 17,916,090 -2,238,234 -11%
BIT
7
BlackRock Institutional Trust
California
$511M 14,217,532 +164,517 +1%
BFA
8
BlackRock Fund Advisors
California
$507M 14,108,785 +868,055 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$468M 13,026,490 +5,882,864 +82%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$225M 6,262,470 +3,738,040 +148%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$207M 5,754,427 -71,152 -1%
Northern Trust
12
Northern Trust
Illinois
$199M 5,552,579 -202,498 -4%
TCIM
13
TIAA CREF Investment Management
New York
$168M 4,675,903 +864,315 +23%
BG
14
BlackRock Group
United Kingdom
$163M 4,529,085 +164,539 +4%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$154M 4,295,020 -13,607 -0.3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$152M 4,239,112 +45,323 +1%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$152M 4,227,881 -10,528 -0.2%
American Century Companies
18
American Century Companies
Missouri
$149M 4,158,591 +38,806 +0.9%
Legal & General Group
19
Legal & General Group
United Kingdom
$147M 4,084,663 +65,687 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$145M 4,042,437 -217,042 -5%
Capital World Investors
21
Capital World Investors
California
$144M 4,000,000 – –
EAM
22
Edge Asset Management
Washington
$133M 3,709,490 +377,500 +11%
Capital Research Global Investors
23
Capital Research Global Investors
California
$130M 3,615,000 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$109M 3,031,173 +2,096,641 +224%
Ameriprise
25
Ameriprise
Minnesota
$106M 2,942,521 +19,983 +0.7%
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