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Xcel Energy
XEL

Overview Fund Activity

504 hedge funds and large institutions have $11.5B invested in Xcel Energy in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 200 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-6
Holders Change %
-1.18%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
200
Reduced
148
Closed
39
Calls
$3.62M
Puts
$512K
Net Calls
+$3.1M
Net Calls Change
-$65K

Top Buyers

1
Norges Bank
Norges Bank
Norway
$164M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
State Street
State Street
Massachusetts
$819M
4
BFA
BlackRock Fund Advisors
California
$393M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$247M
2
Jennison Associates
Jennison Associates
New York
$0
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
LBG
Lloyds Banking Group
United Kingdom
$304K
5
SG Americas Securities
SG Americas Securities
New York
$5.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
226
GW Henssler & Associates
Georgia
$1.69M +$1.69M +52,272 New
DWT
227
Dorsey & Whitney Trust
South Dakota
$1.61M +$173K +5,354 +12%
WPC
228
White Pine Capital
Minnesota
$1.59M -$67.7K -2,100 -4%
GH
229
GAM Holding
Switzerland
$1.58M +$1.71K +53 +0.1%
Creative Planning
230
Creative Planning
Kansas
$1.47M +$125K +3,874 +9%
CIM
231
Corda Investment Management
Texas
$1.47M – – –
CAM
232
Capstone Asset Management
Texas
$1.46M -$326K -10,119 -18%
SSWM
233
Sheets Smith Wealth Management
North Carolina
$1.46M – – –
GL
234
GLG LLC
New York
$1.46M – – –
SAM
235
Securian Asset Management
Minnesota
$1.45M +$8.09K +251 +0.6%
ZCM
236
Zebra Capital Management
Connecticut
$1.45M +$936K +29,030 +181%
Calamos Advisors
237
Calamos Advisors
Illinois
$1.45M – – –
PP
238
Palladium Partners
Virginia
$1.45M -$66.1K -2,050 -4%
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$1.43M +$319K +9,900 +29%
HCM
240
Hodges Capital Management
Texas
$1.42M -$33.4K -1,037 -2%
Canada Pension Plan Investment Board
241
Canada Pension Plan Investment Board
Ontario, Canada
$1.41M +$300K +9,319 +27%
LPL Financial
242
LPL Financial
California
$1.41M -$43.9K -1,362 -3%
LCS
243
Levin Capital Strategies
New York
$1.37M -$106K -3,274 -7%
HNB
244
Huntington National Bank
Ohio
$1.36M -$18.9K -587 -1%
ACM
245
Argentus Capital Management
Texas
$1.34M -$296K -9,195 -18%
PIM
246
Profit Investment Management
Maryland
$1.34M – – –
RC
247
RegentAtlantic Capital
New Jersey
$1.33M +$93K +2,885 +8%
CCG
248
Cypress Capital Group
Florida
$1.3M -$83.8K -2,600 -6%
DAS
249
Dynamic Advisor Solutions
Arizona
$1.29M – – –
LSERS
250
Louisiana State Employees Retirement System
Louisiana
$1.27M -$3.22K -100 -0.3%
8 9
10
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