XEL icon

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 %
MA
476
MUFG Americas
New York
$10K – – –
DAM
477
Delta Asset Management
Tennessee
$7K – – –
ECM
478
ETrade Capital Management
Virginia
$5K -$1.86K -72 -27%
RFS
479
Rockefeller Financial Services
New York
$5K – – –
MCM
480
Manchester Capital Management
Vermont
$5K – – –
SC
481
Saturna Capital
Washington
$5K – – –
SNT
482
Security National Trust
West Virginia
$4K – – –
VIA
483
Vantage Investment Advisors
Pennsylvania
$4K +$4K +150 New
HF
484
Hoxton Financial
West Virginia
$4K +$4K +155 New
ARMC
485
American Research & Management Company
Massachusetts
$3K – – –
AC
486
Alexandria Capital
Virginia
$3K – – –
WA
487
WealthTrust-Arizona
Arizona
$3K – – –
PMFA
488
Plante Moran Financial Advisors
Michigan
$3K – – –
DIA
489
Denver Investment Advisors
Colorado
$2.78K +$142 +5,063 +5%
HR
490
Howe & Rusling
New York
$2K – – –
TWA
491
TCI Wealth Advisors
Arizona
$2K – – –
WA
492
Waverly Advisors
Alabama
$2K +$2K +83 New
FWM
493
Focused Wealth Management
New York
$1K -$1K -50 -50%
ACM
494
Aviance Capital Management
Florida
$1K – – –
Capital International Investors
495
Capital International Investors
California
– -$27.6M -1,000,000 Closed
AI
496
Analytic Investors
California
– -$22.2M -804,939 Closed
CC
497
Carlson Capital
Texas
– -$21.2M -767,920 Closed
SAM
498
Silvercrest Asset Management
New York
– -$7.9M -286,261 Closed
HCM
499
Highbridge Capital Management
New York
– -$3.82M -138,381 Closed
Macquarie Group
500
Macquarie Group
Australia
– -$2.41M -87,200 Closed
18 19
20
21 22