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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 %
DA
501
Denali Advisors
California
– -$1.9M -68,800 Closed
FIM
502
Friedberg Investment Management
Texas
– -$1.84M -66,570 Closed
JIM
503
Jupiter Investment Management
United Kingdom
– -$1.44M -52,312 Closed
FCBT
504
First Citizens Bank & Trust
North Carolina
– -$1.29M -46,841 Closed
UCFA
505
United Capital Financial Advisors
Texas
– -$771K -27,909 Closed
SIG
506
Schooner Investment Group
Pennsylvania
– -$695K -25,000 Closed
CG
507
Clinton Group
New York
– -$688K -24,910 Closed
AL
508
Airain Ltd
Guernsey
– -$681K -24,680 Closed
Two Sigma Advisers
509
Two Sigma Advisers
New York
– -$642K -23,253 Closed
Group One Trading
510
Group One Trading
Illinois
– -$376K -13,600 Closed
GCT
511
Galaxy Capital Trading
British Virgin Islands
– -$312K -11,300 Closed
PCM
512
Prelude Capital Management
New York
– -$291K -10,535 Closed
ST
513
Sabal Trust
Florida
– -$278K -10,075 Closed
Jacobs Levy Equity Management
514
Jacobs Levy Equity Management
New Jersey
– -$266K -9,630 Closed
LCM
515
LVM Capital Management
Michigan
– -$250K -9,066 Closed
CC
516
Cipher Capital
New York
– -$241K -8,717 Closed
FAAS
517
First Allied Advisory Services
California
– -$240K -8,642 Closed
LM
518
Luminus Management
Texas
– -$221K -8,000 Closed
CCM
519
Catawba Capital Management
Virginia
– -$207K -7,480 Closed
Jones Financial Companies
520
Jones Financial Companies
Missouri
– -$86K -3,130 Closed
MS
521
Madison Scottsdale
Arizona
– -$86K -3,100 Closed
FANJ
522
Financial Architects (New Jersey)
New Jersey
– -$53K -1,914 Closed
JEW
523
Jamison Eaton & Wood
New Jersey
– -$36K -1,300 Closed
CFSG
524
Community Financial Services Group
Vermont
– -$31K -1,130 Closed
FBC
525
Fairfield, Bush & Co
Connecticut
– -$27K -987 Closed
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