XEL icon

Xcel Energy
XEL

Overview Fund Activity

539 hedge funds and large institutions have $12.4B invested in Xcel Energy in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
14.38%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
65
Increased
192
Reduced
164
Closed
38
Calls
$3.09M
Puts
$676K
Net Calls
+$2.41M
Net Calls Change
+$998K

Top Buyers

1
Millennium Management
Millennium Management
New York
$219M
2
State Street
State Street
Massachusetts
$939M
3
BFA
BlackRock Fund Advisors
California
$485M
4
EA
Euclid Advisors
Connecticut
$43.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$495M
2
Franklin Resources
Franklin Resources
California
$1B
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$10.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$593M
5
ARC
Absolute Return Capital
Massachusetts
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
226
Edgemoor Investment Advisors
Maryland
$2.09M -$18K -500 -0.9%
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$2.08M +$900K +25,062 +76%
PL
228
Perpetual Ltd
Australia
$2.07M -$4.09M -113,850 -66%
GIA
229
Gateway Investment Advisers
Ohio
$2.07M -$72.4K -2,015 -3%
ERSOT
230
Employees Retirement System of Texas
Texas
$2.05M +$973K +27,100 +90%
LIA
231
LS Investment Advisors
Michigan
$2.03M -$56.5K -1,572 -3%
D.E. Shaw & Co
232
D.E. Shaw & Co
New York
$2.03M +$2.03M +56,383 New
MOACM
233
Mutual of America Capital Management
New York
$1.96M +$17.2K +480 +0.9%
LPL Financial
234
LPL Financial
California
$1.93M -$9.41K -262 -0.5%
Creative Planning
235
Creative Planning
Kansas
$1.93M +$241K +6,712 +14%
BC
236
Brookfield Corp
Ontario, Canada
$1.92M +$1.92M +53,500 New
VanEck Associates
237
VanEck Associates
New York
$1.9M -$324K -9,029 -15%
NEAM
238
New England Asset Management
Connecticut
$1.88M – – –
SEI Investments
239
SEI Investments
Pennsylvania
$1.87M +$1.87M +52,179 New
DWT
240
Dorsey & Whitney Trust
South Dakota
$1.8M – – –
WPC
241
White Pine Capital
Minnesota
$1.75M -$28.7K -800 -2%
GH
242
GAM Holding
Switzerland
$1.73M -$31.8K -884 -2%
BTNA
243
Bremer Trust National Association
Minnesota
$1.72M +$44.8K +1,246 +3%
CAM
244
Capstone Asset Management
Texas
$1.72M +$74.7K +2,080 +5%
WRHAM
245
W.R. Huff Asset Management
Florida
$1.69M +$1.69M +46,950 New
CIM
246
Corda Investment Management
Texas
$1.67M +$48K +1,336 +3%
SAM
247
Securian Asset Management
Minnesota
$1.64M +$27.2K +758 +2%
Calamos Advisors
248
Calamos Advisors
Illinois
$1.63M +$8.44K +235 +0.5%
SSWM
249
Sheets Smith Wealth Management
North Carolina
$1.62M – – –
GL
250
GLG LLC
New York
$1.62M – – –
8 9
10
11 12