We are live on ! Find out more
XEL icon

Xcel Energy
XEL

494 hedge funds and large institutions have $9.28B invested in Xcel Energy in 2013 Q2 according to their latest regulatory filings, with 494 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.87% more ownership

Funds ownership: 0% → 65.87% (+66%)

55% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.23M

Holders
494
Holders Change
+494
Holders Change %
–
% of All Funds
16.12%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
494
Increased
–
Reduced
–
Closed
–
Calls
$1.89M
Puts
$1.23M
Net Calls
+$669K
Net Calls Change
+$669K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
476
Fred Alger Management
New York
$6K +$6.46K +216 New
SC
477
Saturna Capital
Washington
$5K +$5.14K +172 New
RFS
478
Rockefeller Financial Services
New York
$5K +$5.38K +180 New
Parallax Volatility Advisers
479
Parallax Volatility Advisers
California
$5K +$5.44K +182 New
ECAM
480
East Coast Asset Management
Massachusetts
$5K +$5.62K +188 New
MCM
481
Manchester Capital Management
Vermont
$5K +$5.77K +193 New
FNBOO
482
First National Bank of Omaha
Nebraska
$4.01K +$4.23M +141,398 New
SNT
483
Security National Trust
West Virginia
$4K +$4.48K +150 New
ARMC
484
American Research & Management Company
Massachusetts
$3K +$2.99K +100 New
WA
485
WealthTrust-Arizona
Arizona
$3K +$2.99K +100 New
PMFA
486
Plante Moran Financial Advisors
Michigan
$3K +$3.44K +115 New
AC
487
Alexandria Capital
Virginia
$3K +$3.59K +120 New
S
488
SignatureFD
Georgia
$2K +$2.24K +75 New
RIA
489
Regal Investment Advisors
Michigan
$1K +$1.08K +36 New
EWM
490
Edge Wealth Management
New York
$1K +$1.34K +45 New
LFG
491
LifePlan Financial Group
Ohio
$1K +$1.43K +48 New
Toronto Dominion Bank
492
Toronto Dominion Bank
Ontario, Canada
$1K +$1.52K +51 New
Thrivent Financial for Lutherans
493
Thrivent Financial for Lutherans
Minnesota
$485 +$511K +17,115 New
PG
494
PEAK6 Group
Illinois
$392 +$413K +13,829 New
16 17 18 19
20

XEL Hedge Fund Activity: Q2 2013 in Review

494 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2013, worth a combined $9.28B.

Buyers outnumbered sellers: 494 funds opened new XEL positions and 0 closed out — a net gain of 494 holders — while 0 added to existing stakes and 0 trimmed.

  • 494 institutional investors held Xcel Energy (XEL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $9.28B of Xcel Energy stock for Q2 2013.
  • 494 funds opened new Xcel Energy positions in Q2 2013 and 0 closed out, a net change of +494 holders.

Based on aggregated 13F filings for Q2 2013.