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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
+$191M
2
State Street
State Street
Massachusetts
+$69M
3
BFA
BlackRock Fund Advisors
California
+$59.5M
4
EA
Euclid Advisors
Connecticut
+$43.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$673M
2
Franklin Resources
Franklin Resources
California
-$171M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$52.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.9M
5
ARC
Absolute Return Capital
Massachusetts
-$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
326
Municipal Employees' Retirement System of Michigan
Michigan
$630K – – –
WCM
327
Windsor Capital Management
Arizona
$628K -$18K -501 -3%
CCM
328
Cadence Capital Management
Massachusetts
$627K +$358K +9,971 +133%
Federated Hermes
329
Federated Hermes
Pennsylvania
$615K -$56K -1,559 -8%
BMCMI
330
Bryn Mawr Capital Management Inc
Pennsylvania
$614K +$614K +17,085 New
NSEDCP
331
NJ State Employees Deferred Compensation Plan
New Jersey
$583K – – –
OPCM
332
Osborne Partners Capital Management
California
$566K – – –
IIM
333
Intact Investment Management
Quebec, Canada
$556K – – –
OC
334
Oppenheimer & Co
New York
$555K +$1.15K +32 +0.2%
Teacher Retirement System of Texas
335
Teacher Retirement System of Texas
Texas
$550K -$695K -19,366 -56%
CAM
336
Carret Asset Management
New York
$542K +$18K +500 +3%
FNBT
337
FineMark National Bank & Trust
Florida
$529K – – –
DIA
338
Dean Investment Associates
Ohio
$528K -$34.3K -955 -6%
Tudor Investment Corp
339
Tudor Investment Corp
Connecticut
$528K +$158K +4,400 +43%
CTC
340
Central Trust Company
Missouri
$517K +$13.4K +373 +3%
BFPW
341
BOK Financial Private Wealth
Colorado
$502K +$2.51K +70 +0.5%
CI
342
Conning Inc
Connecticut
$501K -$11.5K -320 -2%
RIG
343
Roosevelt Investment Group
New York
$501K – – –
SCA
344
Stonebridge Capital Advisors
Minnesota
$499K -$45.4K -1,264 -8%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$490K +$70.3K +1,955 +17%
CA
346
Cetera Advisors
Colorado
$488K +$67.9K +1,888 +16%
FFBTD
347
First Financial Bank - Trust Division
Ohio
$482K -$30.4K -846 -6%
SIC
348
SFE Investment Counsel
California
$477K – – –
PHK
349
Point72 Hong Kong
Hong Kong
$473K +$473K +13,181 New
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
$466K -$398K -11,093 -46%
12 13
14
15 16