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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 %
CIBC World Market
326
CIBC World Market
Ontario, Canada
$427K +$427K +15,300 New
FNBT
327
FineMark National Bank & Trust
Florida
$426K -$7.27K -260 -2%
Schroder Investment Management Group
328
Schroder Investment Management Group
United Kingdom
$423K +$50.3K +1,800 +13%
DL
329
Delta Lloyd
Netherlands
$423K +$100K +3,582 +31%
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$422K +$7.38K +264 +2%
SIC
331
SFE Investment Counsel
California
$421K -$5.59K -200 -1%
TH
332
Timber Hill
Connecticut
$412K +$412K +14,742 New
CAM
333
Carret Asset Management
New York
$408K – – –
STC
334
SEI Trust Company
Pennsylvania
$403K -$124K -4,430 -24%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$397K -$145K -5,200 -27%
DCMA
336
Daiwa Capital Markets America
New York
$397K +$397K +14,200 New
KWMG
337
King Wealth Management Group
Florida
$397K – – –
CI
338
Conning Inc
Connecticut
$396K +$72.1K +2,580 +22%
RIG
339
Roosevelt Investment Group
New York
$390K – – –
KFS
340
KMS Financial Services
Washington
$385K +$385K +13,775 New
FWIA
341
Fort Washington Investment Advisors
Ohio
$383K +$14K +500 +4%
EOJOAM
342
E. Ohman J:or Asset Management
Sweden
$383K – – –
BHWM
343
Bar Harbor Wealth Management
New Hampshire
$375K -$48.6K -1,737 -11%
TCT
344
TIAA CREF Trust
Missouri
$374K +$8.6K +307 +2%
SCA
345
Stonebridge Capital Advisors
Minnesota
$374K +$374K +13,372 New
DIA
346
Dean Investment Associates
Ohio
$370K +$370K +13,243 New
FNBTCON
347
First National Bank & Trust Co of Newtown
Pennsylvania
$365K – – –
HNB
348
Huntington National Bank
Ohio
$362K -$9.77K -350 -3%
HSA
349
HBK Sorce Advisory
Pennsylvania
$357K -$68.5K -2,450 -16%
BFPW
350
BOK Financial Private Wealth
Colorado
$355K +$1.96K +70 +0.6%
12 13
14
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