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Xcel Energy
XEL

Overview Fund Activity

519 hedge funds and large institutions have $10.7B invested in Xcel Energy in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+15
Holders Change %
+2.98%
% of All Funds
15.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
41
Increased
190
Reduced
171
Closed
23
Calls
$2.17M
Puts
$758K
Net Calls
+$1.41M
Net Calls Change
-$1.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$266M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M
3
Millennium Management
Millennium Management
New York
$24.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$988M
5
Vanguard Group
Vanguard Group
Pennsylvania
$814M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$69.2M
2
Norges Bank
Norges Bank
Norway
$76.6M
3
State Street
State Street
Massachusetts
$737M
4
EA
Euclid Advisors
Connecticut
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
401
Courier Capital
New York
$235K -$115K -3,785 -33%
PAG
402
Private Advisor Group
New Jersey
$230K -$8.4K -276 -4%
CCM
403
Cadence Capital Management
Massachusetts
$228K +$38.1K +1,252 +20%
EWA
404
Exencial Wealth Advisors
Oklahoma
$227K +$152 +5 +0.1%
OWP
405
Obermeyer Wealth Partners
Colorado
$225K +$12.2K +400 +6%
Canada Pension Plan Investment Board
406
Canada Pension Plan Investment Board
Ontario, Canada
$222K -$1.11M -36,420 -83%
KIA
407
KCM Investment Advisors
California
$222K +$222K +7,299 New
SCM
408
Sterling Capital Management
North Carolina
$216K +$216K +7,100 New
GG
409
Gofen & Glossberg
Illinois
$213K – – –
CT
410
Coastline Trust
Rhode Island
$213K – – –
AW
411
ACG Wealth
Georgia
$211K -$150K -4,930 -42%
FT
412
Fiduciary Trust
Massachusetts
$210K – – –
HI
413
HBK Investments
Texas
$210K +$210K +6,900 New
SIP
414
Stoneridge Investment Partners
Pennsylvania
$207K – – –
WCM
415
Weatherstone Capital Management
Colorado
$205K +$726 +24 +0.4%
TAM
416
Tealwood Asset Management
Minnesota
$204K – – –
CIA
417
CCM Investment Advisers
South Carolina
$203K -$42.4K -1,400 -17%
HPC
418
HM Payson & Co
Maine
$203K +$12.2K +400 +6%
VFS
419
VSR Financial Services
Kansas
$202K +$202K +6,656 New
HIM
420
Hillsdale Investment Management
Ontario, Canada
$192K -$61K -2,000 -24%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$188K +$188K +6,187 New
QBFM
422
QS Batterymarch Financial Management
New York
$181K – – –
WAS
423
Winch Advisory Services
Wisconsin
$171K -$2K -66 -1%
GT
424
Glenmede Trust
Pennsylvania
$156K – – –
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$155K -$16.1K -530 -9%
15 16
17
18 19