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Xcel Energy
XEL

Overview Fund Activity

504 hedge funds and large institutions have $11.5B invested in Xcel Energy in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 200 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-6
Holders Change %
-1.18%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
200
Reduced
148
Closed
39
Calls
$3.62M
Puts
$512K
Net Calls
+$3.1M
Net Calls Change
-$65K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$164M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.02B
3
State Street
3
State Street
Massachusetts
$819M
4
BFA
4
BlackRock Fund Advisors
California
$393M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$118M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247M
2
Jennison Associates
2
Jennison Associates
New York
$0
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
LBG
4
Lloyds Banking Group
United Kingdom
$304K
5
SG Americas Securities
5
SG Americas Securities
New York
$5.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
176
Eaton Vance Management
Massachusetts
$3.45M +$2.04M +63,296 +145%
RJA
177
Raymond James & Associates
Florida
$3.42M +$338K +10,474 +11%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$3.4M -$15.1K -508 -0.4%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$3.19M +$54.8K +1,700 +2%
Macquarie Group
180
Macquarie Group
Australia
$3.16M -$51.6K -1,600 -2%
DILH
181
Dai-ichi Life Holdings
Japan
$3.12M -$188K -5,843 -6%
IA
182
Icon Advisers
Colorado
$3.12M -$161K -5,000 -5%
AIP
183
ARS Investment Partners
New York
$3.12M -$35K -1,085 -1%
SLI
184
Sumitomo Life Insurance
Japan
$2.99M -$297K -9,225 -9%
OTPPB
185
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.97M +$38K +1,179 +1%
DIA
186
Denver Investment Advisors
Colorado
$2.96M -$56.6K -1,756 -2%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.96M -$114K -3,530 -4%
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$2.93M -$38.3K -1,187 -1%
CIP
189
Chartwell Investment Partners
Pennsylvania
$2.92M -$197K -6,102 -6%
MHC
190
Meyer Handelman Company
New York
$2.91M +$32.2K +1,000 +1%
UFG
191
United Fire Group
Iowa
$2.9M – – –
URS
192
Utah Retirement Systems
Utah
$2.8M -$74.1K -2,300 -3%
SIM
193
Sadoff Investment Management
Wisconsin
$2.79M +$38.7K +1,200 +1%
QI
194
QS Investors
New York
$2.75M +$33.2K +1,030 +1%
OI
195
Oakbrook Investments
Illinois
$2.72M +$12.9K +400 +0.5%
BFG
196
Beacon Financial Group
Texas
$2.62M +$243K +7,614 +10%
GI
197
Gradient Investments
Minnesota
$2.6M +$364K +11,307 +16%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$2.57M – – –
MME
199
Meag Munich Ergo
Germany
$2.56M +$2.56M +79,772 New
PI
200
Placemark Investments
Illinois
$2.52M +$579K +17,994 +30%
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