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Xcel Energy
XEL

Overview Fund Activity

504 hedge funds and large institutions have $11.5B invested in Xcel Energy in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 200 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-6
Holders Change %
-1.18%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
200
Reduced
148
Closed
39
Calls
$3.62M
Puts
$512K
Net Calls
+$3.1M
Net Calls Change
-$65K

Top Buyers

1
Norges Bank
Norges Bank
Norway
$164M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
State Street
State Street
Massachusetts
$819M
4
BFA
BlackRock Fund Advisors
California
$393M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$247M
2
Jennison Associates
Jennison Associates
New York
$0
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
LBG
Lloyds Banking Group
United Kingdom
$304K
5
SG Americas Securities
SG Americas Securities
New York
$5.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
426
Trust Company of Vermont
Vermont
$103K – – –
ST
427
Stifel Trust
Missouri
$101K – – –
WEC
428
Winslow Evans & Crocker
Massachusetts
$99K – – –
CLOS
429
Compagnie Lombard Odier SCmA
Switzerland
$97K – – –
JFA
430
JNBA Financial Advisors
Minnesota
$97K – – –
LOAMS
431
Lombard Odier Asset Management (Switzerland)
Switzerland
$96K +$96K +2,996 New
GLI
432
Guardian Life Insurance
New York
$91K +$773 +24 +0.9%
LIM
433
Longfellow Investment Management
Massachusetts
$85K – – –
M
434
MOTCO
Texas
$83K – – –
QAM
435
QCI Asset Management
New York
$79K – – –
TAM
436
Tocqueville Asset Management
New York
$70K – – –
SAMC
437
Shinko Asset Management Company
Japan
$70K – – –
WTB
438
Washington Trust Bank
Washington
$69K – – –
CFA
439
Carroll Financial Associates
North Carolina
$67K -$3.18K -98 -5%
TCM
440
Tradewinds Capital Management
Washington
$66K -$10.1K -312 -13%
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K +$32.3K +1,000 +96%
FANJ
442
Financial Architects (New Jersey)
New Jersey
$66K +$66K +2,045 New
CRCP
443
Copper Rock Capital Partners
Massachusetts
$64K +$64K +2,000 New
MFS
444
MSI Financial Services
Massachusetts
$57K – – –
IMS
445
Index Management Solutions
Pennsylvania
$55K -$6.24K -193 -10%
AP
446
Atwood & Palmer
Missouri
$51K +$51K +1,575 New
DSC
447
Duncker Streett & Co
Missouri
$48K – – –
SSB
448
Sandy Spring Bank
Maryland
$47K – – –
First Manhattan
449
First Manhattan
New York
$45K – – –
DADC
450
D.A. Davidson & Co
Montana
$42K +$96 +3 +0.2%
16 17
18
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