XEL icon

Xcel Energy
XEL

Overview Fund Activity

510 hedge funds and large institutions have $10.4B invested in Xcel Energy in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 182 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+17
Holders Change %
+3.45%
% of All Funds
14.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
181
Reduced
182
Closed
30
Calls
$4.61M
Puts
$1.44M
Net Calls
+$3.17M
Net Calls Change
-$597K

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$237M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$887M
3
Ameriprise
3
Ameriprise
Minnesota
$65.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$314M
5
Jennison Associates
5
Jennison Associates
New York
$34.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$192M
2
Prudential Financial
2
Prudential Financial
New Jersey
$29.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$357M
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
AC
5
Allstate Corporation
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$19.1M +$257K +8,450 +1%
Principal Financial Group
77
Principal Financial Group
Iowa
$18.9M -$104K -3,411 -0.5%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$18.9M +$1.01M +33,300 +6%
Credit Agricole
79
Credit Agricole
France
$18.7M +$663K +21,839 +4%
PPA
80
Parametric Portfolio Associates
Washington
$18.2M +$52.8K +1,740 +0.3%
VRS
81
Virginia Retirement Systems
Virginia
$18.1M +$114K +3,769 +0.6%
MPI
82
Mairs & Power Inc
Minnesota
$17.8M -$69K -2,274 -0.4%
SG Americas Securities
83
SG Americas Securities
New York
$17.3M -$4.91M -161,759 -22%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$17.2M +$360K +11,865 +2%
SPC
85
Stewart & Patten Company
California
$17.1M -$102K -3,350 -0.6%
Barclays
86
Barclays
United Kingdom
$17M -$1.45M -48,420 -8%
BJ
87
BlackRock Japan
Japan
$16.9M -$372K -12,261 -2%
VDI
88
Vaughan David Investments
Illinois
$16.6M +$125K +4,124 +0.8%
US Bancorp
89
US Bancorp
Minnesota
$16.1M +$523K +17,228 +3%
HAI
90
Hennessy Advisors Inc
California
$15.7M +$2.2M +72,500 +16%
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$15.2M – – –
LI
92
LMCG Investments
Massachusetts
$14.3M -$731K -24,062 -5%
DIA
93
Dana Investment Advisors
Wisconsin
$13.5M +$5.17M +170,209 +62%
TSW
94
Thompson Siegel & Walmsley
Virginia
$13.4M -$2.27M -74,915 -14%
LSV Asset Management
95
LSV Asset Management
Illinois
$12.2M +$3.58M +117,800 +41%
MSA
96
Mason Street Advisors
Wisconsin
$12.1M +$363K +11,950 +3%
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$12M +$12M +393,943 New
AQR Capital Management
98
AQR Capital Management
Connecticut
$11.2M -$216K -7,100 -2%
SAM
99
Shell Asset Management
Netherlands
$11.1M +$433K +14,269 +4%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$11M +$14K +462 +0.1%
2 3
4
5 6