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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
+$187M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
3
Capital World Investors
Capital World Investors
California
+$112M
4
BFA
BlackRock Fund Advisors
California
+$62.4M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$447M
2
EAM
Edge Asset Management
Washington
-$54.3M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$48.2M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$36.7M
5
PIA
Piedmont Investment Advisors
North Carolina
-$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
401
Glenview Trust
Kentucky
$227K +$227K +8,133 New
Toronto Dominion Bank
402
Toronto Dominion Bank
Ontario, Canada
$222K +$222K +7,943 New
EWA
403
Exencial Wealth Advisors
Oklahoma
$213K +$114 +4 +0.1%
PG
404
PEAK6 Group
Illinois
$212K -$329K -11,753 -61%
HIM
405
Hillsdale Investment Management
Ontario, Canada
$198K +$27.9K +1,000 +16%
ASN
406
Advisory Services Network
Georgia
$194K +$194K +6,945 New
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$193K -$2.8K -100 -1%
CTC
408
Central Trust Company
Missouri
$184K – – –
PL
409
Parkwood LLC
Ohio
$184K +$184K +6,598 New
SEC
410
Seven Eight Capital
New York
$161K +$161K +5,771 New
BGIM
411
Brandywine Global Investment Management
Pennsylvania
$154K – – –
GT
412
Glenmede Trust
Pennsylvania
$152K -$3.28K -118 -2%
1IC
413
1919 Investment Counsel
Maryland
$140K – – –
FNBSF
414
First National Bank Sioux Falls
South Dakota
$139K +$19.5K +700 +16%
M&T Bank
415
M&T Bank
New York
$137K – – –
ECM
416
Endex Capital Management
Kansas
$133K – – –
FHA
417
First Horizon Advisors
Tennessee
$129K -$8.27K -297 -6%
AA
418
Apriem Advisors
California
$112K – – –
GIS
419
Guardian Investor Services
New York
$111K – – –
BPBT
420
Boston Private Bank & Trust
Massachusetts
$111K – – –
CBT
421
Central Bank & Trust
Kentucky
$109K – – –
WC
422
Whitnell & Co
Illinois
$104K – – –
CHC
423
City Holding Co
West Virginia
$102K +$102K +3,635 New
TCM
424
Tradewinds Capital Management
Washington
$99K +$99K +3,549 New
HDIM
425
Hanson & Doremus Investment Management
Vermont
$97K -$2.1K -75 -2%
15 16
17
18 19