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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 %
EAM
251
EULAV Asset Management
Florida
$1.26M – – –
CAN
252
Cetera Advisor Networks
California
$1.23M +$192K +5,948 +19%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$1.2M +$78.1K +2,425 +7%
WA
254
WealthTrust Axiom
Pennsylvania
$1.18M – – –
IC
255
Inverness Counsel
New York
$1.18M -$99.6K -3,090 -8%
AIS
256
American Investment Services
Massachusetts
$1.17M +$1.17M +36,353 New
UCFA
257
United Capital Financial Advisors
Texas
$1.15M +$14.8K +460 +1%
AIMCA
258
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.1M – – –
CSS
259
Cubist Systematic Strategies
Connecticut
$1.09M +$1.09M +33,654 New
DnB Asset Management
260
DnB Asset Management
Norway
$1.07M +$1.07M +33,153 New
ERSOT
261
Employees Retirement System of Texas
Texas
$1.06M -$355K -11,000 -25%
Teacher Retirement System of Texas
262
Teacher Retirement System of Texas
Texas
$1.06M +$1.06M +32,911 New
LTFS
263
Ladenburg Thalmann Financial Services
Florida
$1.06M +$65.9K +2,044 +7%
BB
264
Bell Bank
North Dakota
$1.05M +$3.32K +103 +0.3%
WBC
265
Westpac Banking Corp
Australia
$1.05M – – –
Natixis Advisors
266
Natixis Advisors
Massachusetts
$1.03M +$104K +3,234 +11%
WA
267
WFG Advisors
Texas
$1.02M +$32.6K +1,013 +3%
ICOA
268
Investment Centers of America
North Dakota
$1.01M -$981K -30,487 -49%
William Blair & Company
269
William Blair & Company
Illinois
$991K -$5.32K -165 -0.5%
ADBIC
270
A.D. Beadell Investment Counsel
Wisconsin
$981K – – –
WIC
271
Woodmont Investment Counsel
Tennessee
$969K – – –
Jones Financial Companies
272
Jones Financial Companies
Missouri
$942K -$13.4K -416 -1%
EWM
273
Evercore Wealth Management
New York
$896K -$809K -25,114 -47%
B
274
Barings
North Carolina
$894K -$232K -7,200 -21%
TMAM
275
Tokio Marine Asset Management
Japan
$894K -$55.4K -1,719 -6%
9 10
11
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