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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.

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
1
Fidelity Investments
Massachusetts
$266M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M
3
Millennium Management
3
Millennium Management
New York
$24.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$988M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$814M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.2M
2
Norges Bank
2
Norges Bank
Norway
$76.6M
3
State Street
3
State Street
Massachusetts
$737M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$20.6M +$1.34M +43,947 +7%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$20.3M +$2.78M +91,482 +16%
MTB
78
Mizuho Trust & Banking
Japan
$20M -$948K -31,230 -5%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$19.8M -$302K -9,946 -2%
PPA
80
Parametric Portfolio Associates
Washington
$19.3M +$1.06M +34,939 +6%
VRS
81
Virginia Retirement Systems
Virginia
$18.1M +$5.11K +168 +0%
TSW
82
Thompson Siegel & Walmsley
Virginia
$17.9M +$535K +17,589 +3%
MPI
83
Mairs & Power Inc
Minnesota
$17.8M -$122K -4,000 -0.7%
SPC
84
Stewart & Patten Company
California
$17.3M +$167K +5,509 +1%
Wells Fargo
85
Wells Fargo
California
$17.1M -$80.8K -2,657 -0.5%
Lazard Asset Management
86
Lazard Asset Management
New York
$16.7M +$1.13M +37,037 +7%
US Bancorp
87
US Bancorp
Minnesota
$16.6M +$67.3K +2,213 +0.4%
UOC
88
UBS O'Connor
Illinois
$16.5M +$16.5M +543,750 New
BA
89
BlackRock Advisors
Delaware
$16.1M +$663K +21,806 +4%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$16.1M – – –
LI
91
LMCG Investments
Massachusetts
$16.1M +$1.53M +50,252 +10%
BJ
92
BlackRock Japan
Japan
$15.8M +$808K +26,589 +5%
VDI
93
Vaughan David Investments
Illinois
$15.6M -$1.23M -40,425 -7%
LSV Asset Management
94
LSV Asset Management
Illinois
$15.4M +$1.74M +57,300 +13%
DIA
95
Dana Investment Advisors
Wisconsin
$14M +$120K +3,941 +0.9%
AQR Capital Management
96
AQR Capital Management
Connecticut
$13.7M +$1.84M +60,400 +15%
MSA
97
Mason Street Advisors
Wisconsin
$12.8M +$142K +4,685 +1%
RCM
98
Riverhead Capital Management
Delaware
$12.7M +$1.79M +58,918 +16%
ORIO
99
Old Republic International (ORI)
Illinois
$12.4M +$1.41M +46,500 +13%
AAF
100
Andra AP-fonden
Sweden
$12M -$705K -23,200 -6%
2 3
4
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