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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 %
CI
351
Conning Inc
Connecticut
$320K +$11.3K +410 +4%
DL
352
Delta Lloyd
Netherlands
$319K – – –
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$318K -$155K -5,610 -33%
WTIM
354
Wilmington Trust Investment Management
Delaware
$318K – – –
GCT
355
Galaxy Capital Trading
British Virgin Islands
$312K -$110K -4,000 -26%
CA
356
Cetera Advisors
Colorado
$308K -$3.96K -144 -1%
RJFSA
357
Raymond James Financial Services Advisors
Florida
$304K -$593K -21,499 -66%
OMCS
358
Old Mutual Customised Solutions
South Africa
$304K +$44.2K +1,600 +17%
NPPM
359
North Point Portfolio Managers
Ohio
$299K – – –
RHJA
360
Rice Hall James & Associates
California
$297K – – –
AIP
361
Ameritas Investment Partners
Nebraska
$292K +$292K +10,574 New
PCM
362
Prelude Capital Management
New York
$291K +$291K +10,535 New
DC
363
Davenport & Co
Virginia
$287K – – –
ST
364
Sabal Trust
Florida
$278K -$11K -400 -4%
NRS
365
Neville Rodie & Shaw
New York
$278K – – –
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$272K -$10.3K -375 -4%
PG
367
PEAK6 Group
Illinois
$267K +$76.1K +5,503 +40%
Jacobs Levy Equity Management
368
Jacobs Levy Equity Management
New Jersey
$266K -$27.6K -1,000 -9%
CC
369
ClearArc Capital
Ohio
$264K -$28 -1 -0%
EHC
370
Everett Harris & Co
California
$264K – – –
SM
371
Stratton Management
Pennsylvania
$262K – – –
CA
372
Cornerstone Advisors
North Carolina
$262K – – –
MSU
373
Maple Securities USA
New Jersey
$259K -$4.38M -158,676 -94%
FA
374
FDx Advisors
Illinois
$257K -$13.3K -481 -5%
LCM
375
LVM Capital Management
Michigan
$250K – – –
13 14
15
16 17