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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 %
PTC
476
Private Trust Company
Ohio
$16K – – –
ClearBridge Investments
477
ClearBridge Investments
New York
$16K – – –
BRWM
478
B. Riley Wealth Management
Tennessee
$16K – – –
HPBT
479
High Point Bank & Trust
North Carolina
$16K – – –
WRM
480
Westport Resources Management
Connecticut
$15K – – –
GAM
481
Gemmer Asset Management
California
$15K – – –
PMFA
482
Plante Moran Financial Advisors
Michigan
$14K +$7.97K +251 +132%
LNB
483
Ledyard National Bank
$13K – – –
MAS
484
Madden Advisory Services
Florida
$13K +$13K +400 New
PR
485
Payden & Rygel
California
$12K – – –
MA
486
MUFG Americas
New York
$12K – – –
RIA
487
Regal Investment Advisors
Michigan
$10K – – –
CAW
488
Cornerstone Advisors (Washington)
Washington
$9K – – –
Group One Trading
489
Group One Trading
Illinois
$6K -$12K -400 -67%
RFS
490
Rockefeller Financial Services
New York
$6K – – –
SC
491
Saturna Capital
Washington
$6K – – –
MCM
492
Manchester Capital Management
Vermont
$6K – – –
SNT
493
Security National Trust
West Virginia
$5K – – –
VIA
494
Vantage Investment Advisors
Pennsylvania
$5K – – –
JWA
495
JFS Wealth Advisors
Pennsylvania
$5K +$5K +155 New
AC
496
Alexandria Capital
Virginia
$4K – – –
WA
497
WealthTrust-Arizona
Arizona
$3K – – –
ARMC
498
American Research & Management Company
Massachusetts
$3K – – –
WA
499
Waverly Advisors
Alabama
$3K – – –
TWA
500
TCI Wealth Advisors
Arizona
$3K – – –
18 19
20
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