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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.

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
1
JPMorgan Chase & Co
New York
$786M
2
Franklin Resources
2
Franklin Resources
California
$857M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$576M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$127M
5
EAM
5
Edge Asset Management
Washington
$108M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$476M
2
Bank of America
2
Bank of America
North Carolina
$51.3M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$104M
4
BIT
4
BlackRock Institutional Trust
California
$369M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.8M -$1.35M -48,880 -2%
TCIM
27
TIAA CREF Investment Management
New York
$57.3M -$8.14M -294,907 -12%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$52.7M +$50M +1,812,412 +1,914%
UBS AM
29
UBS AM
Illinois
$52.6M -$179K -6,467 -0.3%
Bank of America
30
Bank of America
North Carolina
$51.3M -$86.8M -3,142,198 -63%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$50.9M +$3.22M +116,503 +7%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$49.5M -$1.18M -42,600 -2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$48.1M +$1.69M +61,200 +4%
TA
34
Teachers Advisors
New York
$46.9M +$6.2M +224,620 +15%
CNB
35
City National Bank
California
$46M +$2.55M +92,501 +6%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$41.4M +$1.73M +62,482 +4%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$37.6M +$828K +30,007 +2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$35.7M -$21K -759 -0.1%
BlackRock
39
BlackRock
New York
$35.2M -$16M -580,268 -31%
PIA
40
Piedmont Investment Advisors
North Carolina
$33.2M -$6.32M -228,990 -16%
Victory Capital Management
41
Victory Capital Management
Texas
$32.7M +$32.7M +1,184,252 New
Deutsche Bank
42
Deutsche Bank
Germany
$32.1M -$14.8M -536,941 -32%
MAM
43
Magellan Asset Management
Australia
$30.6M -$6.07M -219,826 -17%
Charles Schwab
44
Charles Schwab
California
$29.6M +$781K +28,116 +3%
BSPF
45
British Steel Pension Fund
United Kingdom
$29.4M +$4.14M +150,000 +16%
NFA
46
Nationwide Fund Advisors
Ohio
$28.8M +$1.84M +66,803 +7%
Capital International Investors
47
Capital International Investors
California
$27.6M – – –
TD Asset Management
48
TD Asset Management
Ontario, Canada
$27.6M -$232K -8,400 -0.8%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$27.4M -$275K -9,963 -1%
GC
50
Guggenheim Capital
Illinois
$26.9M +$9.31M +337,032 +53%
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