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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 %
ECM
376
Everence Capital Management
Indiana
$243K – – –
CC
377
Cipher Capital
New York
$241K -$23.7K -859 -9%
FAAS
378
First Allied Advisory Services
California
$240K -$33.4K -1,204 -12%
FBNAT
379
FirstMerit Bank N.A. Trustee
Ohio
$237K – – –
CI
380
Constellation Investments
Ohio
$235K +$13.8K +500 +6%
WG
381
Welch Group
Alabama
$234K – – –
LM
382
Luminus Management
Texas
$221K +$221K +8,000 New
MCM
383
MAI Capital Management
Ohio
$216K +$216K +7,827 New
EWA
384
Exencial Wealth Advisors
Oklahoma
$214K +$144 +5 +0.1%
CCM
385
Catawba Capital Management
Virginia
$207K – – –
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$193K +$4.42K +160 +2%
CTC
387
Central Trust Company
Missouri
$182K – – –
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$174K -$4.96K -180 -3%
HIM
389
Hillsdale Investment Management
Ontario, Canada
$168K -$49.6K -1,800 -23%
GLI
390
Guardian Life Insurance
New York
$165K +$3.5K +127 +2%
GT
391
Glenmede Trust
Pennsylvania
$154K +$55K +2,000 +56%
BGIM
392
Brandywine Global Investment Management
Pennsylvania
$152K -$884K -32,000 -85%
1IC
393
1919 Investment Counsel
Maryland
$139K – – –
FHA
394
First Horizon Advisors
Tennessee
$136K +$128K +4,629 +1,533%
M&T Bank
395
M&T Bank
New York
$135K -$2.54K -92 -2%
ECM
396
Endex Capital Management
Kansas
$131K – – –
FNBSF
397
First National Bank Sioux Falls
South Dakota
$119K – – –
BPBT
398
Boston Private Bank & Trust
Massachusetts
$110K -$16.9K -611 -13%
AA
399
Apriem Advisors
California
$110K – – –
GIS
400
Guardian Investor Services
New York
$110K +$442 +16 +0.4%
14 15
16
17 18