XEL icon

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 %
NPPM
376
North Point Portfolio Managers
Ohio
$389K – – –
SDIC
377
South Dakota Investment Council
South Dakota
$388K – – –
CC
378
ClearArc Capital
Ohio
$387K +$12.2K +341 +3%
PAM
379
PartnerRe Asset Management
Connecticut
$387K +$54.7K +1,521 +16%
FWIA
380
Fort Washington Investment Advisors
Ohio
$384K -$10.8K -300 -3%
FAAS
381
First Allied Advisory Services
California
$383K +$15.3K +426 +4%
V
382
Veritable
Delaware
$375K -$26.6K -739 -7%
CI
383
Constellation Investments
Ohio
$370K +$18K +500 +5%
CWM
384
Concert Wealth Management
California
$359K +$359K +9,933 New
PL
385
Parkwood LLC
Ohio
$354K +$354K +9,856 New
NRS
386
Neville Rodie & Shaw
New York
$352K -$9.88K -275 -3%
FBNAT
387
FirstMerit Bank N.A. Trustee
Ohio
$351K -$1.69K -47 -0.5%
BFEC
388
Benjamin F. Edwards & Company
Missouri
$345K +$55.9K +1,557 +19%
EHC
389
Everett Harris & Co
California
$344K – – –
ANB
390
Amarillo National Bank
Texas
$344K – – –
NB
391
NBT Bank
New York
$342K -$18K -500 -5%
CA
392
Cornerstone Advisors
North Carolina
$341K – – –
AIP
393
Ameritas Investment Partners
Nebraska
$333K – – –
NFG
394
Next Financial Group
Texas
$332K -$131K -3,651 -28%
OMCS
395
Old Mutual Customised Solutions
South Africa
$330K +$28.7K +800 +10%
Parallax Volatility Advisers
396
Parallax Volatility Advisers
California
$325K +$325K +9,056 New
PP
397
Paloma Partners
Connecticut
$319K +$319K +8,887 New
ECM
398
Everence Capital Management
Indiana
$316K – – –
RHJA
399
Rice Hall James & Associates
California
$315K – – –
Bank of Nova Scotia
400
Bank of Nova Scotia
Ontario, Canada
$315K +$36.8K +1,027 +13%
14 15
16
17 18