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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 %
Natixis Advisors
301
Natixis Advisors
Massachusetts
$682K +$266K +9,520 +64%
JG
302
Jefferies Group
New York
$668K -$1.19M -42,592 -64%
WT
303
Whittier Trust
California
$660K – – –
N
304
Natixis
France
$637K -$10.7M -383,890 -94%
CAN
305
Cetera Advisor Networks
California
$623K +$248K +8,866 +66%
SCA
306
SAC Capital Advisors
Connecticut
$596K -$113K -4,047 -16%
Teacher Retirement System of Texas
307
Teacher Retirement System of Texas
Texas
$589K -$1.18M -42,319 -67%
NPC
308
National Planning Corporation
California
$589K -$35.7K -1,272 -6%
FCB
309
First Citizens Bancorporation
South Carolina
$577K +$200K +7,135 +53%
FFBTD
310
First Financial Bank - Trust Division
Ohio
$560K -$134K -4,815 -19%
PI
311
Putnam Investments
Massachusetts
$554K +$41.9K +1,500 +8%
MYLI
312
Meiji Yasuda Life Insurance
Japan
$530K -$22.4K -800 -4%
NB
313
Norinchukin Bank
Japan
$519K -$2.76K -99 -0.5%
SIMM
314
Stillwater Investment Management (Minnesota)
Minnesota
$512K +$512K +18,310 New
KRSITF
315
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$492K -$2.9K -104 -0.6%
DnB Asset Management
316
DnB Asset Management
Norway
$488K -$22.4K -800 -4%
WCM
317
Windsor Capital Management
Arizona
$471K +$2.15K +77 +0.5%
NSEDCP
318
NJ State Employees Deferred Compensation Plan
New Jersey
$454K – – –
MERSOM
319
Municipal Employees' Retirement System of Michigan
Michigan
$453K – – –
SI
320
SII Investments
Wisconsin
$450K +$450K +16,088 New
BHA
321
Beech Hill Advisors
New York
$448K -$55.8K -2,000 -11%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$440K -$86K -3,081 -16%
OPCM
323
Osborne Partners Capital Management
California
$440K – – –
Federated Hermes
324
Federated Hermes
Pennsylvania
$433K -$89.3K -3,193 -17%
IIM
325
Intact Investment Management
Quebec, Canada
$433K – – –
11 12
13
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