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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 %
OC
301
Oppenheimer & Co
New York
$638K -$1.19M -36,865 -65%
NPC
302
National Planning Corporation
California
$636K -$42.1K -1,304 -6%
MYLI
303
Meiji Yasuda Life Insurance
Japan
$633K +$82.1K +2,550 +15%
PI
304
Putnam Investments
Massachusetts
$627K – – –
NB
305
Norinchukin Bank
Japan
$604K -$60.8K -1,887 -9%
SIMM
306
Stillwater Investment Management (Minnesota)
Minnesota
$590K +$5.32K +165 +0.9%
WCM
307
Windsor Capital Management
Arizona
$577K +$2.77K +86 +0.5%
WTNA
308
Wilmington Trust National Association
Delaware
$577K +$147K +4,570 +34%
STC
309
SEI Trust Company
Pennsylvania
$576K +$135K +4,198 +31%
Schroder Investment Management Group
310
Schroder Investment Management Group
United Kingdom
$573K -$63.5K -1,991 -10%
KRSITF
311
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$570K +$16K +496 +3%
MERSOM
312
Municipal Employees' Retirement System of Michigan
Michigan
$553K – – –
NSEDCP
313
NJ State Employees Deferred Compensation Plan
New Jersey
$524K – – –
CB
314
Chemical Bank
Michigan
$524K +$87.4K +2,710 +20%
TCT
315
TIAA CREF Trust
Missouri
$517K +$58.9K +1,824 +13%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$517K +$185K +5,733 +56%
OPCM
317
Osborne Partners Capital Management
California
$507K – – –
TH
318
Timber Hill
Connecticut
$507K +$507K +15,725 New
DIA
319
Dean Investment Associates
Ohio
$506K -$10.8K -336 -2%
IIM
320
Intact Investment Management
Quebec, Canada
$499K – – –
KFS
321
KMS Financial Services
Washington
$499K +$18.9K +585 +4%
CPO
322
Cerity Partners OCIO
New York
$478K +$81.2K +2,522 +20%
PP
323
Paloma Partners
Connecticut
$477K +$9.89K +307 +2%
B
324
Baird
Wisconsin
$476K -$882K -27,383 -65%
SCA
325
Stonebridge Capital Advisors
Minnesota
$465K -$5.26K -163 -1%
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