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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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247M
2
Jennison Associates
2
Jennison Associates
New York
$0
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
LBG
4
Lloyds Banking Group
United Kingdom
$304K
5
SG Americas Securities
5
SG Americas Securities
New York
$5.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$81.9M +$2.35M +72,956 +3%
UBS AM
27
UBS AM
Illinois
$75.5M +$4.75M +147,292 +7%
Ameriprise
28
Ameriprise
Minnesota
$71.8M +$1.93M +59,926 +3%
CNB
29
City National Bank
California
$68.6M +$5.61M +173,921 +9%
PAMU
30
Pictet Asset Management (UK)
United Kingdom
$67.7M -$3.4M -105,558 -5%
Allianz Asset Management
31
Allianz Asset Management
Germany
$67.6M +$6.31M +195,908 +10%
EAM
32
Edge Asset Management
Washington
$62.9M +$597K +18,509 +1%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$61.4M +$703K +21,800 +1%
TCIM
34
TIAA CREF Investment Management
New York
$58.3M +$4.87M +151,074 +9%
Swiss National Bank
35
Swiss National Bank
Switzerland
$55.8M +$461K +14,300 +0.8%
Victory Capital Management
36
Victory Capital Management
Texas
$54.8M +$2.83M +87,900 +5%
PI
37
PGGM Investments
Netherlands
$53.9M +$17.5M +543,085 +48%
TA
38
Teachers Advisors
New York
$53.7M +$2.56M +79,317 +5%
CS
39
Credit Suisse
Switzerland
$52.2M +$22.8M +707,936 +78%
GC
40
Guggenheim Capital
Illinois
$49.9M +$13.7M +424,416 +38%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$49.5M +$635K +19,700 +1%
Bank of America
42
Bank of America
North Carolina
$48.1M +$2.61M +80,933 +6%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$45.2M – – –
ARC
44
Absolute Return Capital
Massachusetts
$44.7M +$1.29M +39,917 +3%
BlackRock
45
BlackRock
New York
$42.1M +$1.99M +61,678 +5%
First Trust Advisors
46
First Trust Advisors
Illinois
$42.1M +$14M +433,536 +50%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.8M +$574K +17,822 +1%
Morgan Stanley
48
Morgan Stanley
New York
$40.1M +$6.95M +215,783 +21%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$40.1M -$1.17M -36,309 -3%
Credit Agricole
50
Credit Agricole
France
$39M +$19.1M +593,354 +96%
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