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Xcel Energy
XEL

Overview Fund Activity

539 hedge funds and large institutions have $12.4B invested in Xcel Energy in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
14.38%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
65
Increased
192
Reduced
164
Closed
38
Calls
$3.09M
Puts
$676K
Net Calls
+$2.41M
Net Calls Change
+$998K

Top Buyers

1
Millennium Management
Millennium Management
New York
$219M
2
State Street
State Street
Massachusetts
$939M
3
BFA
BlackRock Fund Advisors
California
$485M
4
EA
Euclid Advisors
Connecticut
$43.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$495M
2
Franklin Resources
Franklin Resources
California
$1B
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$10.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$593M
5
ARC
Absolute Return Capital
Massachusetts
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
501
Godshalk Welsh Capital Management
Pennsylvania
$29K +$29K +800 New
CFSG
502
Community Financial Services Group
Vermont
$28K – – –
BC
503
Bartlett & Co
Ohio
$28K – – –
WF
504
WealthTrust Fairport
Ohio
$26K – – –
CFA
505
Camarda Financial Advisors
Florida
$25K +$25K +692 New
LWA
506
Lowe Wealth Advisors
Maryland
$24K +$24K +658 New
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
JIR
508
James Investment Research
Ohio
$21K – – –
VFA
509
Virtus Fund Advisers
Connecticut
$21K – – –
ANBT
510
American National Bank & Trust
Texas
$21K +$21K +579 New
OC
511
Oakworth Capital
Alabama
$20K – – –
ClearBridge Investments
512
ClearBridge Investments
New York
$18K – – –
HPBT
513
High Point Bank & Trust
North Carolina
$18K – – –
FCCM
514
First City Capital Management
Georgia
$18K – – –
BRWM
515
B. Riley Wealth Management
Tennessee
$17K – – –
GAM
516
Gemmer Asset Management
California
$17K – – –
WRM
517
Westport Resources Management
Connecticut
$16K – – –
PMFA
518
Plante Moran Financial Advisors
Michigan
$15K +$71 +2 +0.5%
CGT
519
Capital Guardian Trust
California
$15K +$13.4K +380 +844%
PR
520
Payden & Rygel
California
$13K – – –
CAW
521
Cornerstone Advisors (Washington)
Washington
$12K +$1.66K +47 +16%
BBHC
522
Brown Brothers Harriman & Co
New York
$12K +$12K +325 New
LNB
523
Ledyard National Bank
$9K – – –
NG
524
NatWest Group
United Kingdom
$8.91K -$963 -26,815 -10%
FAM
525
Formidable Asset Management
Ohio
$8K – – –
19 20
21
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