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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 %
Manulife (Manufacturers Life Insurance)
451
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.4K -$4.35K -155,707 -10%
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$5.63K +200 +19%
EWM
453
Evercore Wealth Management
New York
$34K -$5.38K -191 -14%
OSNBOA
454
Old Second National Bank of Aurora
Illinois
$34K – – –
RFA
455
Reilly Financial Advisors
California
$32K -$22K -800 -41%
DADC
456
D.A. Davidson & Co
Montana
$29K +$9.26K +342 +47%
KT
457
Kanaly Trust
Texas
$28K +$28K +1,000 New
BWFA
458
Baltimore-Washington Financial Advisors
Maryland
$28K +$28K +1,000 New
LNB
459
Ledyard National Bank
$27K +$21.5K +775 +388%
SF
460
Synovus Financial
Georgia
$26K – – –
LWA
461
Lenox Wealth Advisors
New York
$25K +$25K +903 New
PTC
462
Private Trust Company
Ohio
$24K – – –
OIA
463
Optimum Investment Advisors
Illinois
$23K – – –
BC
464
Bartlett & Co
Ohio
$22K – – –
LWCFA
465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
WF
466
WealthTrust Fairport
Ohio
$21K – – –
EFSCE
467
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
BFEC
468
Benjamin F. Edwards & Company
Missouri
$17K -$28.6K -1,000 -63%
RIA
469
Regal Investment Advisors
Michigan
$16K +$15K +523 +1,453%
JIR
470
James Investment Research
Ohio
$16K +$16K +589 New
MAM
471
Mizuho Asset Management
Japan
$14K -$25.8K -942 -65%
ClearBridge Investments
472
ClearBridge Investments
New York
$14K – – –
HPBT
473
High Point Bank & Trust
North Carolina
$14K – – –
OC
474
Oakworth Capital
Alabama
$14K +$14K +490 New
WRM
475
Westport Resources Management
Connecticut
$13K +$5.69K +200 +78%
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