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Xcel Energy
XEL

Overview Fund Activity

474 hedge funds and large institutions have $9.29B invested in Xcel Energy in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 183 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-20
Holders Change %
-4.05%
% of All Funds
15.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
28
Increased
170
Reduced
183
Closed
44
Calls
$1.92M
Puts
$1.01M
Net Calls
+$906K
Net Calls Change
+$237K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$786M
2
Franklin Resources
Franklin Resources
California
$857M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$576M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
5
EAM
Edge Asset Management
Washington
$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$476M
2
Bank of America
Bank of America
North Carolina
$51.3M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$104M
4
BIT
BlackRock Institutional Trust
California
$369M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Aberdeen Asset Management
United Kingdom
$1.52M -$33.1K -1,200 -2%
RBA
227
Richard Bernstein Advisors
New York
$1.5M – – –
WBC
228
Westpac Banking Corp
Australia
$1.49M -$287K -10,412 -16%
TFA
229
Transamerica Financial Advisors
Florida
$1.48M +$603K +21,827 +69%
MOACM
230
Mutual of America Capital Management
New York
$1.46M +$53.5K +1,938 +4%
GIA
231
Gateway Investment Advisers
Ohio
$1.45M +$130K +4,707 +10%
ACM
232
Argentus Capital Management
Texas
$1.45M -$31.4K -1,138 -2%
JIM
233
Jupiter Investment Management
United Kingdom
$1.44M +$1.44M +52,312 New
PAM
234
Palisade Asset Management
Minnesota
$1.44M +$16.6K +600 +1%
PP
235
Palladium Partners
Virginia
$1.42M -$22.1K -800 -2%
DWT
236
Dorsey & Whitney Trust
South Dakota
$1.41M -$9.96K -361 -0.7%
GI
237
Gradient Investments
Minnesota
$1.36M +$263K +9,543 +24%
HCM
238
Hodges Capital Management
Texas
$1.34M -$81.5K -2,951 -6%
GH
239
GAM Holding
Switzerland
$1.33M +$773K +28,000 +139%
GI
240
GLG Inc
New York
$1.3M – – –
FCBT
241
First Citizens Bank & Trust
North Carolina
$1.29M -$52.4K -1,898 -4%
B
242
Baird
Wisconsin
$1.29M +$631K +22,854 +95%
CIM
243
Corda Investment Management
Texas
$1.26M -$48.9K -1,770 -4%
SSWM
244
Sheets Smith Wealth Management
North Carolina
$1.25M – – –
Calamos Advisors
245
Calamos Advisors
Illinois
$1.24M – – –
SAM
246
Securian Asset Management
Minnesota
$1.24M +$11.8K +427 +1%
CCG
247
Cypress Capital Group
Florida
$1.24M -$317K -11,500 -20%
NG
248
NatWest Group
United Kingdom
$1.23M -$1.73M -62,643 -58%
EVM
249
Eaton Vance Management
Massachusetts
$1.22M +$14.1K +511 +1%
IC
250
Inverness Counsel
New York
$1.2M -$27.1K -981 -2%
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