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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 %
KBC Group
201
KBC Group
Belgium
$2.46M +$404K +12,548 +20%
PA
202
Profund Advisors
Maryland
$2.36M +$681K +21,125 +41%
LS
203
Livforsakringsbolaget Skandia
Sweden
$2.31M – – –
Janus Henderson Group
204
Janus Henderson Group
United Kingdom
$2.26M – – –
WAM
205
World Asset Management
Michigan
$2.23M -$32.6K -1,012 -1%
GCP
206
GSA Capital Partners
United Kingdom
$2.22M +$1.05M +32,635 +90%
VKH
207
Virtu KCG Holdings
New York
$2.21M -$1.33M -41,201 -38%
LMGAM
208
Liberty Mutual Group Asset Management
Massachusetts
$2.12M +$9.93K +308 +0.5%
WFG
209
Windsor Financial Group
Minnesota
$2.11M +$4.51K +140 +0.2%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$2.1M – – –
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$2.1M -$1.42M -44,200 -40%
AC
212
Alley Company
Illinois
$2.07M -$149K -4,628 -7%
PAM
213
Panagora Asset Management
Massachusetts
$2.04M -$549K -17,043 -21%
VanEck Associates
214
VanEck Associates
New York
$2.03M +$18.6K +578 +0.9%
NEAM
215
New England Asset Management
Connecticut
$2M +$16.1K +500 +0.8%
PAM
216
Palisade Asset Management
Minnesota
$1.98M +$9.67K +300 +0.5%
CBOA
217
Commonwealth Bank of Australia
Australia
$1.97M -$7.07M -219,297 -78%
EIA
218
Edgemoor Investment Advisors
Maryland
$1.93M – – –
Connor, Clark & Lunn Investment Management (CC&L)
219
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.93M +$1.02M +29,700 +113%
GIA
220
Gateway Investment Advisers
Ohio
$1.91M +$278K +8,640 +17%
LIA
221
LS Investment Advisors
Michigan
$1.9M -$33.7K -1,045 -2%
MAM
222
Martingale Asset Management
Massachusetts
$1.87M +$6.61K +205 +0.4%
Asset Management One
223
Asset Management One
Japan
$1.83M +$35.1K +1,100 +2%
SB
224
Suntrust Banks
Georgia
$1.76M -$397K -12,332 -18%
MOACM
225
Mutual of America Capital Management
New York
$1.71M -$94.8K -2,940 -5%
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