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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 %
CAW
501
Cornerstone Advisors (Washington)
Washington
$9K – – –
RIA
502
Regal Investment Advisors
Michigan
$9K – – –
NG
503
NatWest Group
United Kingdom
$8.36K +$2.39K +78,622 +40%
LNB
504
Ledyard National Bank
$8K -$4.39K -140 -35%
HR
505
Howe & Rusling
New York
$7K +$5.13K +165 +275%
FAM
506
Formidable Asset Management
Ohio
$7K +$7K +218 New
Group One Trading
507
Group One Trading
Illinois
$6K – – –
MCM
508
Manchester Capital Management
Vermont
$6K – – –
SC
509
Saturna Capital
Washington
$5K – – –
RFS
510
Rockefeller Financial Services
New York
$5K – – –
JWA
511
JFS Wealth Advisors
Pennsylvania
$5K – – –
VIA
512
Vantage Investment Advisors
Pennsylvania
$5K – – –
SNT
513
Security National Trust
West Virginia
$5K – – –
AC
514
Alexandria Capital
Virginia
$4K – – –
WA
515
WealthTrust-Arizona
Arizona
$3K – – –
ARMC
516
American Research & Management Company
Massachusetts
$3K – – –
FMP
517
Financial Management Professionals
Texas
$2K – – –
FWM
518
Focused Wealth Management
New York
$2K – – –
CGT
519
Capital Guardian Trust
California
$1K +$1K +45 New
EA
520
Euclid Advisors
Connecticut
– -$33.7M -1,046,130 Closed
AAM
521
Archipel Asset Management
Sweden
– -$9.36M -290,274 Closed
Macquarie Group
522
Macquarie Group
Australia
– -$3.16M -98,100 Closed
CSS
523
Cubist Systematic Strategies
Connecticut
– -$1.09M -33,654 Closed
NIMI
524
Natixis Investment Managers International
France
– -$765K -23,750 Closed
JG
525
Jefferies Group
New York
– -$723K -22,448 Closed
18 19 20
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