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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 %
MA
451
MUFG Americas
New York
$10K -$60.5K -2,270 -86%
AFC
452
AFT Forsyth & Company
Florida
$10K – – –
TCM
453
Tributary Capital Management
Nebraska
$8K -$2.27M -85,000 -100%
NES
454
New England Securities
New York
$8K – – –
PR
455
Payden & Rygel
California
$8K – – –
DAM
456
Delta Asset Management
Tennessee
$7K -$7K -250 -50%
WRM
457
Westport Resources Management
Connecticut
$7K – – –
ECM
458
ETrade Capital Management
Virginia
$7K +$79 +3 +1%
LNB
459
Ledyard National Bank
$6K – – –
SC
460
Saturna Capital
Washington
$5K – – –
MCM
461
Manchester Capital Management
Vermont
$5K – – –
RFS
462
Rockefeller Financial Services
New York
$5K – – –
SNT
463
Security National Trust
West Virginia
$4K – – –
WA
464
WealthTrust-Arizona
Arizona
$3K – – –
AC
465
Alexandria Capital
Virginia
$3K – – –
ARMC
466
American Research & Management Company
Massachusetts
$3K – – –
PMFA
467
Plante Moran Financial Advisors
Michigan
$3K – – –
FWM
468
Focused Wealth Management
New York
$3K +$3K +100 New
HR
469
Howe & Rusling
New York
$2K -$57.9K -1,736 -97%
TWA
470
TCI Wealth Advisors
Arizona
$2K -$13.7K -547 -87%
S
471
SignatureFD
Georgia
$2K – – –
PIM
472
Profit Investment Management
Maryland
$1.15K – – –
ACM
473
Aviance Capital Management
Florida
$1K -$110K -5,188 -99%
RIA
474
Regal Investment Advisors
Michigan
$1K – – –
WHG
475
Westwood Holdings Group
Texas
– -$26.6M -937,255 Closed
17 18
19
20 21