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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 %
AllianceBernstein
51
AllianceBernstein
Tennessee
$26.3M +$1.6M +58,082 +6%
BIM
52
BlackRock Investment Management
Delaware
$26.2M -$4.47M -161,916 -15%
ACA
53
Anchor Capital Advisors
Massachusetts
$25.9M -$3.07M -111,013 -11%
BCM
54
Becker Capital Management
Oregon
$25.7M +$4.89M +177,285 +23%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$24.7M +$761K +27,578 +3%
First Trust Advisors
56
First Trust Advisors
Illinois
$23.7M +$6.93M +250,844 +41%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$23.4M -$411K -14,868 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$22.7M +$365K +13,236 +2%
AI
59
Analytic Investors
California
$22.2M +$1.91M +69,169 +9%
Morgan Stanley
60
Morgan Stanley
New York
$21.7M -$15.3M -553,024 -41%
VRS
61
Virginia Retirement Systems
Virginia
$21.3M -$6.88M -249,146 -24%
CC
62
Carlson Capital
Texas
$21.2M +$21.2M +767,920 New
CS
63
Credit Suisse
Switzerland
$21.2M -$10.6M -382,542 -33%
Ameriprise
64
Ameriprise
Minnesota
$21.2M -$6.77M -244,976 -24%
MTB
65
Mizuho Trust & Banking
Japan
$20.3M – – –
RCM
66
Riverhead Capital Management
Delaware
$19.6M -$5.55M -201,000 -22%
Wells Fargo
67
Wells Fargo
California
$19.5M -$568K -20,563 -3%
GF
68
Gabelli Funds
New York
$19.4M – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$19.1M +$1.48M +53,702 +8%
AC
70
Allstate Corporation
Illinois
$17.7M +$3.82M +138,434 +28%
Principal Financial Group
71
Principal Financial Group
Iowa
$17.4M -$17K -615 -0.1%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$17.2M +$1.7M +61,575 +11%
LBG
73
Lloyds Banking Group
United Kingdom
$16.9M -$310K -11,219 -2%
PPA
74
Parametric Portfolio Associates
Washington
$16.9M -$45.2K -1,637 -0.3%
TSW
75
Thompson Siegel & Walmsley
Virginia
$16.4M +$2.68M +97,085 +19%
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