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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 %
CFSG
476
Community Financial Services Group
Vermont
$24K +$24K +778 New
W
477
Wealthfront
California
$24K +$24K +801 New
WF
478
WealthTrust Fairport
Ohio
$22K – – –
EFSCE
479
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$1.51K -51 -8%
JIR
480
James Investment Research
Ohio
$18K – – –
Group One Trading
481
Group One Trading
Illinois
$18K +$18K +600 New
SCG
482
Strategic Capital Group
Washington
$16K +$16K +560 New
FCCM
483
First City Capital Management
Georgia
$15.2K +$15.2K +500 New
PTC
484
Private Trust Company
Ohio
$15K -$10.9K -355 -42%
ClearBridge Investments
485
ClearBridge Investments
New York
$15K – – –
HPBT
486
High Point Bank & Trust
North Carolina
$15K – – –
OC
487
Oakworth Capital
Alabama
$15K – – –
BRWM
488
B. Riley Wealth Management
Tennessee
$15K +$15K +500 New
WRM
489
Westport Resources Management
Connecticut
$14K – – –
GAM
490
Gemmer Asset Management
California
$14K +$14K +463 New
LNB
491
Ledyard National Bank
$12K -$17.6K -580 -59%
MA
492
MUFG Americas
New York
$11K – – –
PR
493
Payden & Rygel
California
$11K +$11K +360 New
RIA
494
Regal Investment Advisors
Michigan
$9K -$7.77K -259 -46%
CAW
495
Cornerstone Advisors (Washington)
Washington
$9K +$9K +293 New
Twin Tree Management
496
Twin Tree Management
Texas
$8K +$8K +258 New
MCM
497
Manchester Capital Management
Vermont
$6K – – –
PMFA
498
Plante Moran Financial Advisors
Michigan
$6K +$2.37K +75 +65%
SC
499
Saturna Capital
Washington
$5K – – –
RFS
500
Rockefeller Financial Services
New York
$5K – – –
18 19
20
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