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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 %
ST
526
Smithfield Trust
Pennsylvania
$8K +$8K +225 New
MCM
527
Manchester Capital Management
Vermont
$7K – – –
SC
528
Saturna Capital
Washington
$6K – – –
S
529
SignatureFD
Georgia
$6K +$6K +176 New
VIA
530
Vantage Investment Advisors
Pennsylvania
$5K – – –
SNT
531
Security National Trust
West Virginia
$5K – – –
WA
532
WealthTrust-Arizona
Arizona
$4K – – –
ARMC
533
American Research & Management Company
Massachusetts
$4K – – –
AC
534
Alexandria Capital
Virginia
$4K – – –
FMP
535
Financial Management Professionals
Texas
$3K – – –
BRWA
536
B. Riley Wealth Advisors
Florida
$2.92K +$1.09K +6,964 +60%
HR
537
Howe & Rusling
New York
$2K -$5.5K -165 -73%
FWM
538
Focused Wealth Management
New York
$2K – – –
UOC
539
UBS O'Connor
Illinois
– -$16.5M -543,750 Closed
MIS
540
Morningstar Investment Services
Illinois
– -$9.1M -299,242 Closed
PP
541
PDT Partners
New York
– -$5.51M -181,113 Closed
Walleye Trading
542
Walleye Trading
New York
– -$3.85M -126,713 Closed
ARTA
543
A.R.T. Advisors
New York
– -$3.74M -122,946 Closed
NAM
544
Nexus Asset Management
New York
– -$3.04M -100,000 Closed
Jane Street
545
Jane Street
New York
– -$2.36M -77,582 Closed
Arrowstreet Capital
546
Arrowstreet Capital
Massachusetts
– -$1.98M -65,075 Closed
LOAMS
547
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.44M -47,296 Closed
ZCM
548
Zebra Capital Management
Connecticut
– -$1.41M -46,205 Closed
MSU
549
Maple Securities USA
New Jersey
– -$1.38M -45,349 Closed
HT
550
HAP Trading
New York
– -$1.07M -35,100 Closed
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