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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 %
Stifel Financial
276
Stifel Financial
Missouri
$1.33M +$309K +8,601 +30%
UCFA
277
United Capital Financial Advisors
Texas
$1.31M +$50K +1,393 +4%
B
278
Barings
North Carolina
$1.29M – – –
AIS
279
American Investment Services
Massachusetts
$1.29M -$17.2K -480 -1%
IC
280
Inverness Counsel
New York
$1.27M -$21.4K -596 -2%
WA
281
WealthTrust Axiom
Pennsylvania
$1.23M -$79K -2,200 -6%
AIMCA
282
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.23M – – –
BB
283
Bell Bank
North Dakota
$1.21M -$6.29K -175 -0.5%
WA
284
WFG Advisors
Texas
$1.2M +$11.4K +317 +1%
WBC
285
Westpac Banking Corp
Australia
$1.19M – – –
TFA
286
Transamerica Financial Advisors
Florida
$1.16M -$2.85M -79,234 -71%
WIC
287
Woodmont Investment Counsel
Tennessee
$1.15M +$32.3K +900 +3%
DnB Asset Management
288
DnB Asset Management
Norway
$1.14M -$53.9K -1,500 -5%
William Blair & Company
289
William Blair & Company
Illinois
$1.14M +$45K +1,255 +4%
QI
290
QS Investors
New York
$1.09M -$1.4M -38,884 -56%
ADBIC
291
A.D. Beadell Investment Counsel
Wisconsin
$1.09M – – –
BKBG
292
BHF Kleinwort Benson Group
Belgium
$1.08M -$402K -10,800 -27%
NB
293
Norinchukin Bank
Japan
$1.07M +$341K +9,508 +47%
CB
294
Commerce Bank
Missouri
$1.04M +$85.6K +2,381 +9%
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$1.04M +$27.6K +767 +3%
Jones Financial Companies
296
Jones Financial Companies
Missouri
$989K -$29.7K -827 -3%
TI
297
Trexquant Investment
Connecticut
$980K +$980K +27,300 New
OA
298
OFI Advisors
Pennsylvania
$963K -$63.6K -1,771 -6%
PAM
299
Princeton Alpha Management
New Jersey
$943K +$943K +26,243 New
BCM
300
Bares Capital Management
Texas
$934K – – –
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