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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 %
LPL Financial
251
LPL Financial
California
$1.18M +$35.7K +1,274 +3%
LCS
252
Levin Capital Strategies
New York
$1.17M -$28.1K -1,017 -2%
AC
253
Alley Company
Illinois
$1.17M +$35.1K +1,271 +3%
TMAM
254
Tokio Marine Asset Management
Japan
$1.14M -$161K -5,850 -12%
KRS
255
Kentucky Retirement Systems
Kentucky
$1.14M +$1.14M +41,329 New
WA
256
WealthTrust Axiom
Pennsylvania
$1.08M -$11K -400 -1%
PA
257
Profund Advisors
Maryland
$1.07M -$98.9K -3,583 -8%
BB
258
Bell Bank
North Dakota
$1.03M +$14.3K +518 +1%
SCM
259
SIR Capital Management
New York
$1.03M +$1.03M +37,200 New
FCAM
260
F&C Asset Management
United Kingdom
$1.01M +$21.5K +779 +2%
AIMCA
261
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$944K -$392K -14,200 -29%
Creative Planning
262
Creative Planning
Kansas
$943K +$76.3K +2,766 +9%
CCM
263
Cadence Capital Management
Massachusetts
$931K +$931K +33,736 New
B
264
Barings
North Carolina
$923K -$447K -16,200 -33%
QCMC
265
Quantum Capital Management (California)
California
$918K +$21.8K +789 +2%
MYAM
266
Meiji Yasuda Asset Management
Japan
$915K +$9.47K +343 +1%
EAM
267
EULAV Asset Management
Florida
$914K -$24.9K -900 -3%
William Blair & Company
268
William Blair & Company
Illinois
$895K -$1.9K -69 -0.2%
PI
269
Placemark Investments
Illinois
$884K -$26.7K -966 -3%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$872K +$156K +5,667 +22%
DCM
271
Dynamic Capital Management
Jersey
$864K +$403K +14,593 +87%
BTNA
272
Bremer Trust National Association
Minnesota
$855K +$43.5K +1,575 +5%
RA
273
Rational Advisors
New York
$847K – – –
RC
274
RegentAtlantic Capital
New Jersey
$840K +$573K +20,756 +215%
Nuveen Asset Management
275
Nuveen Asset Management
Illinois
$836K -$7.3M -264,342 -90%
9 10
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