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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 %
PA
276
Praesidis Advisors
Florida
$835K +$835K +30,260 New
KeyBank National Association
277
KeyBank National Association
Ohio
$834K -$33.4M -1,211,532 -98%
LMGAM
278
Liberty Mutual Group Asset Management
Massachusetts
$829K +$173K +6,261 +26%
ADBIC
279
A.D. Beadell Investment Counsel
Wisconsin
$818K -$44.2K -1,600 -5%
LIA
280
LS Investment Advisors
Michigan
$810K +$213K +7,725 +36%
LTFS
281
Ladenburg Thalmann Financial Services
Florida
$796K +$96.5K +3,494 +14%
UCFA
282
United Capital Financial Advisors
Texas
$771K -$3.73K -135 -0.5%
WA
283
WFG Advisors
Texas
$752K +$39.5K +1,429 +6%
CB
284
Commerce Bank
Missouri
$746K -$1.1K -40 -0.1%
FCFC
285
First Commonwealth Financial Corp
Pennsylvania
$737K +$7.2K +261 +1%
BCM
286
Bares Capital Management
Texas
$718K – – –
SCA
287
SAC Capital Advisors
Connecticut
$701K -$748K -27,088 -52%
Tudor Investment Corp
288
Tudor Investment Corp
Connecticut
$701K +$85.6K +3,100 +14%
SIG
289
Schooner Investment Group
Pennsylvania
$695K +$695K +25,000 New
CG
290
Clinton Group
New York
$688K +$347K +12,574 +102%
FFBTD
291
First Financial Bank - Trust Division
Ohio
$687K -$23.1K -835 -3%
AL
292
Airain Ltd
Guernsey
$681K -$299K -10,838 -31%
BF
293
BOK Financial
Oklahoma
$678K -$3.55M -128,520 -84%
BC
294
Bruce & Co
Illinois
$665K +$13.6K +500 +2%
OA
295
OFI Advisors
Pennsylvania
$660K +$63.1K +2,284 +11%
SBH
296
Segall Bryant & Hamill
Illinois
$655K +$9.82K +356 +2%
WT
297
Whittier Trust
California
$652K – – –
Two Sigma Advisers
298
Two Sigma Advisers
New York
$642K +$642K +23,253 New
NPC
299
National Planning Corporation
California
$624K +$280K +9,984 +81%
VKH
300
Virtu KCG Holdings
New York
$558K +$558K +20,218 New
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