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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 %
Connor, Clark & Lunn Investment Management (CC&L)
551
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$978K -32,161 Closed
CIBC World Market
552
CIBC World Market
Ontario, Canada
– -$832K -27,352 Closed
IA
553
Icon Advisers
Colorado
– -$672K -22,100 Closed
ZIM
554
Zacks Investment Management
Illinois
– -$531K -17,477 Closed
BA
555
Bridgewater Associates
Connecticut
– -$483K -15,900 Closed
TRCT
556
Tower Research Capital (TRC)
New York
– -$471K -15,494 Closed
QAM
557
Quantres Asset Management
Cayman Islands
– -$268K -8,800 Closed
Verition Fund Management
558
Verition Fund Management
Connecticut
– -$261K -8,582 Closed
VAM
559
Visium Asset Management
New York
– -$241K -7,942 Closed
CIA
560
CCM Investment Advisers
South Carolina
– -$203K -6,700 Closed
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
– -$188K -6,187 Closed
WAS
562
Winch Advisory Services
Wisconsin
– -$171K -5,632 Closed
CLOS
563
Compagnie Lombard Odier SCmA
Switzerland
– -$91K -2,996 Closed
PG
564
PEAK6 Group
Illinois
– -$76K -2,506 Closed
FNFDCM
565
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$73K -2,400 Closed
IC
566
IKOS CIF
Cyprus
– -$61K -2,001 Closed
LBG
567
Lloyds Banking Group
United Kingdom
– -$53K -1,767 Closed
MA
568
MCF Advisors
Kentucky
– -$30K -1,000 Closed
KTC
569
Kistler-Tiffany Companies
Pennsylvania
– -$14K -446 Closed
MAS
570
Madden Advisory Services
Florida
– -$12K -400 Closed
WA
571
Waverly Advisors
Alabama
– -$12K -383 Closed
RIA
572
Regal Investment Advisors
Michigan
– -$9K -300 Closed
PTC
573
Private Trust Company
Ohio
– -$9K -292 Closed
Group One Trading
574
Group One Trading
Illinois
– -$6K -200 Closed
RFS
575
Rockefeller Financial Services
New York
– -$5K -180 Closed
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