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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 %
CBT
401
Central Bank & Trust
Kentucky
$108K -$13.9K -500 -11%
AAM
402
Advisors Asset Management
Colorado
$104K +$23.8K +863 +30%
WC
403
Whitnell & Co
Illinois
$102K – – –
HDIM
404
Hanson & Doremus Investment Management
Vermont
$98K +$20.5K +742 +27%
ICOM
405
Investment Counselors of Maryland
Maryland
$90K -$20.8K -750 -19%
HI
406
Hudock Inc
Pennsylvania
$88K – – –
ST
407
Stifel Trust
Missouri
$88K – – –
Jones Financial Companies
408
Jones Financial Companies
Missouri
$86K -$36.4K -1,325 -30%
MS
409
Madison Scottsdale
Arizona
$86K – – –
TCOV
410
Trust Company of Vermont
Vermont
$85K +$27.6K +1,000 +48%
PSI
411
Pinnacle Summer Investments
Virginia
$79K +$713 +26 +0.9%
IMS
412
Index Management Solutions
Pennsylvania
$76K +$76K +2,741 New
QAM
413
QCI Asset Management
New York
$75K – – –
M
414
MOTCO
Texas
$73K -$9.43K -340 -11%
LIM
415
Longfellow Investment Management
Massachusetts
$72K – – –
SAMC
416
Shinko Asset Management Company
Japan
$69K – – –
Envestnet Asset Management
417
Envestnet Asset Management
Illinois
$57K -$17K -612 -23%
JFA
418
JNBA Financial Advisors
Minnesota
$56K -$17.4K -628 -24%
MA
419
MCF Advisors
Kentucky
$54K +$243 +8 +0.5%
RFA
420
Reilly Financial Advisors
California
$54K +$11K +400 +26%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$53K +$36.3K +1,310 +217%
CFA
422
Carroll Financial Associates
North Carolina
$50K – – –
WTC
423
WhitTier Trust Company
Nevada
$48K – – –
BFEC
424
Benjamin F. Edwards & Company
Missouri
$44K +$690 +25 +2%
SSB
425
Sandy Spring Bank
Maryland
$43K +$139 +5 +0.3%
15 16
17
18 19