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Xcel Energy
XEL

Overview Fund Activity

493 hedge funds and large institutions have $9.23B invested in Xcel Energy in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 196 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+19
Holders Change %
+4.01%
% of All Funds
14.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
61
Increased
153
Reduced
196
Closed
38
Calls
$4.54M
Puts
$770K
Net Calls
+$3.77M
Net Calls Change
+$2.86M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$770M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$250M
3
Capital World Investors
Capital World Investors
California
$112M
4
BFA
BlackRock Fund Advisors
California
$288M
5
Allianz Asset Management
Allianz Asset Management
Germany
$49M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$348M
2
EAM
Edge Asset Management
Washington
$53.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.26M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$69M
5
PIA
Piedmont Investment Advisors
North Carolina
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
226
Liberty Mutual Group Asset Management
Massachusetts
$1.56M +$717K +25,667 +86%
LPL Financial
227
LPL Financial
California
$1.54M +$359K +12,859 +31%
AAM
228
Aberdeen Asset Management
United Kingdom
$1.53M – – –
GCA
229
Gideon Capital Advisors
New York
$1.52M +$1.52M +54,317 New
RBA
230
Richard Bernstein Advisors
New York
$1.52M – – –
DCM
231
Dynamic Capital Management
Jersey
$1.51M +$638K +22,830 +73%
MOACM
232
Mutual of America Capital Management
New York
$1.51M +$27.5K +983 +2%
PI
233
Placemark Investments
Illinois
$1.5M +$607K +21,697 +68%
NG
234
NatWest Group
United Kingdom
$1.48M +$230K +8,213 +18%
DWT
235
Dorsey & Whitney Trust
South Dakota
$1.46M +$27.9K +1,000 +2%
GIA
236
Gateway Investment Advisers
Ohio
$1.46M -$14K -500 -0.9%
WPC
237
White Pine Capital
Minnesota
$1.43M -$256K -9,157 -15%
Canada Pension Plan Investment Board
238
Canada Pension Plan Investment Board
Ontario, Canada
$1.43M -$2.37M -84,765 -62%
ACM
239
Argentus Capital Management
Texas
$1.42M -$49.7K -1,780 -3%
PP
240
Palladium Partners
Virginia
$1.37M -$63.1K -2,260 -4%
PIA
241
Piedmont Investment Advisors
North Carolina
$1.36M -$32.3M -1,155,480 -96%
GCP
242
GSA Capital Partners
United Kingdom
$1.35M +$1.01M +36,276 +298%
GH
243
GAM Holding
Switzerland
$1.34M – – –
GI
244
GLG Inc
New York
$1.32M – – –
CIM
245
Corda Investment Management
Texas
$1.3M +$25.1K +900 +2%
B
246
Baird
Wisconsin
$1.27M -$42.8K -1,530 -3%
HCM
247
Hodges Capital Management
Texas
$1.26M -$94.6K -3,386 -7%
SSWM
248
Sheets Smith Wealth Management
North Carolina
$1.26M – – –
Calamos Advisors
249
Calamos Advisors
Illinois
$1.26M – – –
ICOA
250
Investment Centers of America
North Dakota
$1.26M -$457K -16,500 -27%
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