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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 %
ICOM
426
Investment Counselors of Maryland
Maryland
$91K – – –
HI
427
Hudock Inc
Pennsylvania
$89K – – –
TCOV
428
Trust Company of Vermont
Vermont
$89K +$3.34K +120 +4%
ST
429
Stifel Trust
Missouri
$88K -$1.41K -50 -2%
M
430
MOTCO
Texas
$87K +$13.4K +480 +18%
WEC
431
Winslow Evans & Crocker
Massachusetts
$86K +$86K +3,071 New
IMS
432
Index Management Solutions
Pennsylvania
$85K +$8.39K +300 +11%
JFA
433
JNBA Financial Advisors
Minnesota
$84K +$28K +1,006 +50%
CLOS
434
Compagnie Lombard Odier SCmA
Switzerland
$84K +$84K +2,996 New
PSI
435
Pinnacle Summer Investments
Virginia
$81K +$780 +28 +1%
GLI
436
Guardian Life Insurance
New York
$78K -$88.5K -3,185 -53%
QAM
437
QCI Asset Management
New York
$76K – – –
LIM
438
Longfellow Investment Management
Massachusetts
$74K – – –
SAMC
439
Shinko Asset Management Company
Japan
$61K -$9.08K -324 -13%
TAM
440
Tocqueville Asset Management
New York
$60K +$60K +2,161 New
Envestnet Asset Management
441
Envestnet Asset Management
Illinois
$59K +$2.14K +77 +4%
CFA
442
Carroll Financial Associates
North Carolina
$57K +$6.27K +227 +12%
SSB
443
Sandy Spring Bank
Maryland
$56K +$12.8K +455 +29%
MA
444
MCF Advisors
Kentucky
$54K +$212 +7 +0.4%
WTC
445
WhitTier Trust Company
Nevada
$49K – – –
MFS
446
MSI Financial Services
Massachusetts
$45K +$2.77K +100 +7%
DSC
447
Duncker Streett & Co
Missouri
$42K +$588 +21 +1%
First Manhattan
448
First Manhattan
New York
$39K – – –
CCS
449
Crosspoint Capital Strategies
California
$39K +$39K +1,300 New
PTCG
450
Pring Turner Capital Group
California
$39K +$39K +1,400 New
16 17
18
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