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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 %
MYLI
301
Meiji Yasuda Life Insurance
Japan
$546K -$15.8K -571 -3%
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$536K -$102K -3,700 -16%
Neuberger Berman Group
303
Neuberger Berman Group
New York
$520K -$38.4M -1,389,521 -99%
STC
304
SEI Trust Company
Pennsylvania
$520K +$225K +8,151 +76%
NB
305
Norinchukin Bank
Japan
$516K +$40.5K +1,466 +9%
Federated Hermes
306
Federated Hermes
Pennsylvania
$515K +$50.3K +1,826 +11%
HighTower Advisors
307
HighTower Advisors
Illinois
$512K -$512K -18,780 -50%
PI
308
Putnam Investments
Massachusetts
$507K – – –
DnB Asset Management
309
DnB Asset Management
Norway
$504K +$30.4K +1,100 +6%
BHA
310
Beech Hill Advisors
New York
$498K – – –
KRSITF
311
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$489K +$489K +17,727 New
WCM
312
Windsor Capital Management
Arizona
$463K -$11.3K -408 -2%
WIC
313
Woodmont Investment Counsel
Tennessee
$452K +$123K +4,450 +37%
NSEDCP
314
NJ State Employees Deferred Compensation Plan
New Jersey
$448K – – –
MERSOM
315
Municipal Employees' Retirement System of Michigan
Michigan
$447K +$447K +16,200 New
OPCM
316
Osborne Partners Capital Management
California
$435K – – –
FNBT
317
FineMark National Bank & Trust
Florida
$428K +$152K +5,500 +55%
IIM
318
Intact Investment Management
Quebec, Canada
$428K +$428K +15,500 New
SIC
319
SFE Investment Counsel
California
$422K -$24.9K -900 -6%
VWM
320
Vector Wealth Management
Minnesota
$422K +$10.7K +388 +3%
HSA
321
HBK Sorce Advisory
Pennsylvania
$420K -$503K -18,223 -54%
BHWM
322
Bar Harbor Wealth Management
New Hampshire
$418K -$28K -1,012 -6%
Natixis Advisors
323
Natixis Advisors
Massachusetts
$411K +$65.4K +2,369 +19%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$410K +$410K +14,856 New
CAM
325
Carret Asset Management
New York
$403K – – –
11 12
13
14 15