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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 %
MYAM
301
Meiji Yasuda Asset Management
Japan
$911K +$324K +9,030 +55%
SB
302
Suntrust Banks
Georgia
$888K -$1.01M -28,247 -53%
WT
303
Whittier Trust
California
$887K – – –
SPC
304
Sigma Planning Corp
Michigan
$868K +$868K +24,162 New
FCFC
305
First Commonwealth Financial Corp
Pennsylvania
$845K -$60.9K -1,694 -7%
B
306
Baird
Wisconsin
$841K +$177K +4,934 +27%
SIM
307
Sentry Investment Management
Wisconsin
$834K – – –
CPO
308
Cerity Partners OCIO
New York
$811K +$128K +3,558 +19%
PCM
309
Prelude Capital Management
New York
$811K +$811K +22,577 New
Neuberger Berman Group
310
Neuberger Berman Group
New York
$790K -$91.4K -2,546 -10%
LCS
311
Levin Capital Strategies
New York
$762K -$495K -13,779 -39%
SBH
312
Segall Bryant & Hamill
Illinois
$761K – – –
KeyBank National Association
313
KeyBank National Association
Ohio
$759K -$144K -4,011 -16%
TMAM
314
Tokio Marine Asset Management
Japan
$750K -$195K -5,425 -21%
Toronto Dominion Bank
315
Toronto Dominion Bank
Ontario, Canada
$749K +$407K +11,325 +119%
GCA
316
Gideon Capital Advisors
New York
$740K -$1.86M -51,838 -72%
DL
317
Delta Lloyd
Netherlands
$720K – – –
IG
318
ING Group
Netherlands
$716K +$716K +19,950 New
NPC
319
National Planning Corporation
California
$691K +$688 +19 +0.1%
MYLI
320
Meiji Yasuda Life Insurance
Japan
$676K +$676K +18,820 New
EWMCB
321
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$673K +$673K +18,757 New
SIMM
322
Stillwater Investment Management (Minnesota)
Minnesota
$669K +$5.75K +160 +0.9%
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$645K +$12.5K +347 +2%
TCT
324
TIAA CREF Trust
Missouri
$641K +$28.7K +798 +5%
CB
325
Chemical Bank
Michigan
$632K +$49.7K +1,385 +9%
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