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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 %
CFA
376
Cahill Financial Advisors
Minnesota
$292K +$292K +10,439 New
Jane Street
377
Jane Street
New York
$291K +$291K +10,420 New
Verition Fund Management
378
Verition Fund Management
Connecticut
$291K +$291K +10,432 New
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$289K +$112K +4,018 +64%
NRS
380
Neville Rodie & Shaw
New York
$281K – – –
TRCT
381
Tower Research Capital (TRC)
New York
$273K +$256K +9,168 +1,498%
OMCS
382
Old Mutual Customised Solutions
South Africa
$271K -$36.3K -1,300 -12%
AW
383
ACG Wealth
Georgia
$271K +$271K +9,700 New
EHC
384
Everett Harris & Co
California
$267K – – –
SM
385
Stratton Management
Pennsylvania
$265K – – –
CA
386
Cornerstone Advisors
North Carolina
$265K – – –
CC
387
ClearArc Capital
Ohio
$259K -$7.86K -281 -3%
CI
388
Constellation Investments
Ohio
$254K +$16.7K +600 +7%
Pacer Advisors
389
Pacer Advisors
Pennsylvania
$254K +$254K +7,076 New
FA
390
FDx Advisors
Illinois
$252K -$10.8K -382 -4%
FBNAT
391
FirstMerit Bank N.A. Trustee
Ohio
$248K +$8.38K +300 +3%
AAM
392
Advisors Asset Management
Colorado
$248K +$143K +5,114 +136%
RHJA
393
Rice Hall James & Associates
California
$245K -$55.9K -2,000 -19%
ECM
394
Everence Capital Management
Indiana
$245K – – –
CPO
395
Cerity Partners OCIO
New York
$245K +$245K +8,774 New
PAG
396
Private Advisor Group
New Jersey
$241K +$241K +8,610 New
NBC
397
Neuberger Berman Canada
Ontario, Canada
$240K +$240K +8,600 New
WG
398
Welch Group
Alabama
$236K – – –
MCM
399
MAI Capital Management
Ohio
$232K +$13.2K +471 +6%
DTL
400
Dynamic Technology Lab
Singapore
$230K +$230K +8,243 New
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16
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