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Xcel Energy
XEL

Overview Fund Activity

510 hedge funds and large institutions have $10.4B invested in Xcel Energy in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 182 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+17
Holders Change %
+3.45%
% of All Funds
14.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
181
Reduced
182
Closed
30
Calls
$4.61M
Puts
$1.44M
Net Calls
+$3.17M
Net Calls Change
-$597K

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$237M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$887M
3
Ameriprise
Ameriprise
Minnesota
$65.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
5
Jennison Associates
Jennison Associates
New York
$34.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$192M
2
Prudential Financial
Prudential Financial
New Jersey
$29.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$357M
4
Millennium Management
Millennium Management
New York
$6.65M
5
AC
Allstate Corporation
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOM
426
Investment Counselors of Maryland
Maryland
$130K +$31.3K +1,032 +32%
AA
427
Apriem Advisors
California
$121K – – –
BPBT
428
Boston Private Bank & Trust
Massachusetts
$121K – – –
WC
429
Whitnell & Co
Illinois
$121K +$8.21K +270 +7%
GIS
430
Guardian Investor Services
New York
$117K -$4.42K -145 -4%
CHC
431
City Holding Co
West Virginia
$110K – – –
HDIM
432
Hanson & Doremus Investment Management
Vermont
$105K – – –
HI
433
Hudock Inc
Pennsylvania
$97K – – –
TCOV
434
Trust Company of Vermont
Vermont
$97K – – –
ST
435
Stifel Trust
Missouri
$95K – – –
WEC
436
Winslow Evans & Crocker
Massachusetts
$93.2K – – –
JFA
437
JNBA Financial Advisors
Minnesota
$92K – – –
CLOS
438
Compagnie Lombard Odier SCmA
Switzerland
$91K – – –
ECM
439
ETrade Capital Management
Virginia
$91K +$85.1K +2,808 +1,447%
CGT
440
Capital Guardian Trust
California
$87K +$87K +2,860 New
CBT
441
Central Bank & Trust
Kentucky
$86K -$32.2K -1,060 -27%
GLI
442
Guardian Life Insurance
New York
$85K -$182 -6 -0.2%
LIM
443
Longfellow Investment Management
Massachusetts
$80K – – –
M
444
MOTCO
Texas
$78K -$16.7K -550 -18%
QAM
445
QCI Asset Management
New York
$74K -$8.22K -271 -10%
HR
446
Howe & Rusling
New York
$73K +$71.2K +2,336 +3,893%
TCM
447
Tradewinds Capital Management
Washington
$72K -$36.3K -1,190 -34%
AR
448
Advisory Research
Illinois
$69K +$69K +2,271 New
TAM
449
Tocqueville Asset Management
New York
$66K – – –
SAMC
450
Shinko Asset Management Company
Japan
$66K – – –
16 17
18
19 20