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Xcel Energy
XEL

Overview Fund Activity

519 hedge funds and large institutions have $10.7B invested in Xcel Energy in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+15
Holders Change %
+2.98%
% of All Funds
15.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
41
Increased
190
Reduced
171
Closed
23
Calls
$2.17M
Puts
$758K
Net Calls
+$1.41M
Net Calls Change
-$1.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$266M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M
3
Millennium Management
Millennium Management
New York
$24.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$988M
5
Vanguard Group
Vanguard Group
Pennsylvania
$814M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$69.2M
2
Norges Bank
Norges Bank
Norway
$76.6M
3
State Street
State Street
Massachusetts
$737M
4
EA
Euclid Advisors
Connecticut
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
226
LPL Financial
California
$1.65M +$317K +10,404 +24%
MOACM
227
Mutual of America Capital Management
New York
$1.64M +$34.8K +1,146 +2%
SB
228
Suntrust Banks
Georgia
$1.61M -$49.1K -1,618 -3%
PAM
229
Panagora Asset Management
Massachusetts
$1.61M -$315K -10,358 -16%
NEAM
230
New England Asset Management
Connecticut
$1.59M -$301K -9,900 -16%
PA
231
Profund Advisors
Maryland
$1.53M -$699K -22,990 -31%
DWT
232
Dorsey & Whitney Trust
South Dakota
$1.52M – – –
WPC
233
White Pine Capital
Minnesota
$1.5M – – –
GH
234
GAM Holding
Switzerland
$1.49M – – –
BC
235
Bruce & Co
Illinois
$1.45M +$703K +23,000 +94%
LOAMS
236
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.44M +$1.35M +44,300 +1,479%
Creative Planning
237
Creative Planning
Kansas
$1.43M +$40K +1,317 +3%
BTNA
238
Bremer Trust National Association
Minnesota
$1.42M +$617K +20,307 +77%
ZCM
239
Zebra Capital Management
Connecticut
$1.41M +$34.4K +1,131 +3%
CAM
240
Capstone Asset Management
Texas
$1.39M +$11.2K +370 +0.8%
MAM
241
Martingale Asset Management
Massachusetts
$1.39M -$383K -12,600 -22%
MSU
242
Maple Securities USA
New Jersey
$1.38M +$1.38M +45,349 New
SSWM
243
Sheets Smith Wealth Management
North Carolina
$1.38M – – –
CIM
244
Corda Investment Management
Texas
$1.37M -$15.2K -500 -1%
GL
245
GLG LLC
New York
$1.37M – – –
SAM
246
Securian Asset Management
Minnesota
$1.37M -$3.86K -127 -0.3%
Calamos Advisors
247
Calamos Advisors
Illinois
$1.37M – – –
PP
248
Palladium Partners
Virginia
$1.37M +$4.56K +150 +0.3%
BS
249
Bessemer Securities
New York
$1.34M +$1.34M +44,169 New
DAS
250
Dynamic Advisor Solutions
Arizona
$1.31M +$91.7K +3,016 +8%
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