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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 %
DCM
276
Decade Capital Management
New York
$911K +$911K +32,618 New
MYAM
277
Meiji Yasuda Asset Management
Japan
$902K -$23.5K -840 -3%
CCM
278
Cadence Capital Management
Massachusetts
$894K -$48.6K -1,740 -5%
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$888K +$5.45K +195 +0.6%
WBC
280
Westpac Banking Corp
Australia
$888K -$622K -22,278 -41%
William Blair & Company
281
William Blair & Company
Illinois
$862K -$44.1K -1,580 -5%
RA
282
Rational Advisors
New York
$857K – – –
ADBIC
283
A.D. Beadell Investment Counsel
Wisconsin
$850K +$22.3K +800 +3%
LTFS
284
Ladenburg Thalmann Financial Services
Florida
$847K +$42.1K +1,508 +5%
BTNA
285
Bremer Trust National Association
Minnesota
$835K -$30.5K -1,093 -4%
Nuveen Asset Management
286
Nuveen Asset Management
Illinois
$820K -$25.7K -920 -3%
WA
287
WFG Advisors
Texas
$807K +$45.9K +1,644 +6%
SIM
288
Sentry Investment Management
Wisconsin
$782K -$991K -35,500 -56%
WIC
289
Woodmont Investment Counsel
Tennessee
$774K +$316K +11,325 +69%
KeyBank National Association
290
KeyBank National Association
Ohio
$771K -$72.7K -2,604 -9%
HT
291
HAP Trading
New York
$759K +$759K +27,154 New
CB
292
Commerce Bank
Missouri
$749K -$5.87K -210 -0.8%
Walleye Trading
293
Walleye Trading
New York
$742K +$742K +26,559 New
FCFC
294
First Commonwealth Financial Corp
Pennsylvania
$735K -$11.4K -407 -2%
BF
295
BOK Financial
Oklahoma
$728K +$42.9K +1,538 +6%
BCM
296
Bares Capital Management
Texas
$726K – – –
OA
297
OFI Advisors
Pennsylvania
$723K +$55.5K +1,988 +8%
BC
298
Bruce & Co
Illinois
$686K – – –
SBH
299
Segall Bryant & Hamill
Illinois
$686K +$22.8K +817 +3%
NIMI
300
Natixis Investment Managers International
France
$685K +$685K +24,503 New
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