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Xcel Energy
XEL

Overview Fund Activity

519 hedge funds and large institutions have $10.7B invested in Xcel Energy in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+15
Holders Change %
+2.98%
% of All Funds
15.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
41
Increased
190
Reduced
171
Closed
23
Calls
$2.17M
Puts
$758K
Net Calls
+$1.41M
Net Calls Change
-$1.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$266M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M
3
Millennium Management
Millennium Management
New York
$24.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$988M
5
Vanguard Group
Vanguard Group
Pennsylvania
$814M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$69.2M
2
Norges Bank
Norges Bank
Norway
$76.6M
3
State Street
State Street
Massachusetts
$737M
4
EA
Euclid Advisors
Connecticut
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
476
Lenox Wealth Advisors
New York
$27K – – –
GSC
477
Ground Swell Capital
South Carolina
$26K +$8.97K +294 +53%
OIA
478
Optimum Investment Advisors
Illinois
$25K – – –
CFSG
479
Community Financial Services Group
Vermont
$24K – – –
BC
480
Bartlett & Co
Ohio
$24K – – –
CCS
481
Crosspoint Capital Strategies
California
$24K – – –
WF
482
WealthTrust Fairport
Ohio
$22K – – –
VFA
483
Virtus Fund Advisers
Connecticut
$18K -$136K -4,416 -88%
ST
484
SpiderRock Trading
Illinois
$18K -$19K – –
OC
485
Oakworth Capital
Alabama
$18K – – –
JIR
486
James Investment Research
Ohio
$18K – – –
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
TWA
488
TCI Wealth Advisors
Arizona
$17K +$14.6K +489 +611%
FCCM
489
First City Capital Management
Georgia
$15.2K – – –
HPBT
490
High Point Bank & Trust
North Carolina
$15K – – –
ClearBridge Investments
491
ClearBridge Investments
New York
$15K – – –
BRWM
492
B. Riley Wealth Management
Tennessee
$15K – – –
WRM
493
Westport Resources Management
Connecticut
$14K – – –
GAM
494
Gemmer Asset Management
California
$14K – – –
KTC
495
Kistler-Tiffany Companies
Pennsylvania
$14K +$14K +446 New
PMFA
496
Plante Moran Financial Advisors
Michigan
$13K -$585 -19 -4%
MAS
497
Madden Advisory Services
Florida
$12K – – –
WA
498
Waverly Advisors
Alabama
$12K +$9.4K +300 +361%
PR
499
Payden & Rygel
California
$11K – – –
PTC
500
Private Trust Company
Ohio
$9K -$6.01K -195 -40%
18 19
20
21 22