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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 %
Manulife (Manufacturers Life Insurance)
426
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3K -$6.1K -220,931 -13%
MFS
427
MSI Financial Services
Massachusetts
$42K +$11.3K +412 +37%
DSC
428
Duncker Streett & Co
Missouri
$41K – – –
MAM
429
Mizuho Asset Management
Japan
$40K – – –
First Manhattan
430
First Manhattan
New York
$38K – – –
EWM
431
Evercore Wealth Management
New York
$38K +$5.19K +191 +16%
JEW
432
Jamison Eaton & Wood
New Jersey
$36K +$36K +1,300 New
OSNBOA
433
Old Second National Bank of Aurora
Illinois
$33K – – –
CFSG
434
Community Financial Services Group
Vermont
$31K +$9.66K +352 +45%
JFGIW
435
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$11.8K -424 -29%
FBC
436
Fairfield, Bush & Co
Connecticut
$27K – – –
SF
437
Synovus Financial
Georgia
$25K – – –
SCG
438
Strategic Capital Group
Washington
$24K – – –
PTC
439
Private Trust Company
Ohio
$23K – – –
MUMSS
440
Mitsubishi UFJ Morgan Stanley Securities
Japan
$23K +$23K +840 New
OIA
441
Optimum Investment Advisors
Illinois
$22K +$22K +808 New
LWCFA
442
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K -$16.9K -600 -45%
BC
443
Bartlett & Co
Ohio
$21K – – –
WF
444
WealthTrust Fairport
Ohio
$20K – – –
DADC
445
D.A. Davidson & Co
Montana
$19K +$2.82K +108 +17%
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
TRCT
447
Tower Research Capital (TRC)
New York
$17K -$20.4K -734 -55%
ClearBridge Investments
448
ClearBridge Investments
New York
$14K -$8.18K -292 -37%
HPBT
449
High Point Bank & Trust
North Carolina
$14K – – –
SFS
450
Signator Financial Services
Massachusetts
$11K – – –
16 17
18
19 20