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Xcel Energy
XEL

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.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $1.01M

2.07% more ownership

Funds ownership: 65.87% → 67.95% (+2.1%)

0% more capital invested

Capital invested by funds: $9.28B → $9.29B (+$15.1M)

7% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 183

4% less funds holding

Funds holding: 494 → 474 (-20)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

36% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 44

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
JP Morgan Chase
JP Morgan Chase
New York
+$203M
2
Franklin Resources
Franklin Resources
California
+$155M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$147M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
5
EAM
Edge Asset Management
Washington
+$55.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
Bank of America
Bank of America
North Carolina
-$89.8M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$51.2M
4
BIT
BlackRock Institutional Trust
California
-$46.5M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$39.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$26.3M +$1.66M +58,082 +6%
BIM
52
BlackRock Investment Management
Delaware
$26.2M -$4.63M -161,916 -15%
ACA
53
Anchor Capital Advisors
Massachusetts
$25.9M -$3.17M -111,013 -11%
BCM
54
Becker Capital Management
Oregon
$25.7M +$5.07M +177,285 +23%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$24.7M +$789K +27,578 +3%
First Trust Advisors
56
First Trust Advisors
Illinois
$23.7M +$7.17M +250,844 +41%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$23.4M -$425K -14,868 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$22.7M +$378K +13,236 +2%
AI
59
Analytic Investors
California
$22.2M +$1.98M +69,169 +9%
Morgan Stanley
60
Morgan Stanley
New York
$21.7M -$15.8M -553,024 -41%
VRS
61
Virginia Retirement Systems
Virginia
$21.3M -$7.12M -249,146 -24%
CC
62
Carlson Capital
Texas
$21.2M +$22M +767,920 New
CS
63
Credit Suisse
Switzerland
$21.2M -$10.9M -382,542 -33%
Ameriprise
64
Ameriprise
Minnesota
$21.2M -$7M -244,976 -24%
MTB
65
Mizuho Trust & Banking
Japan
$20.3M – – –
RCM
66
Riverhead Capital Management
Delaware
$19.6M -$5.75M -201,000 -22%
Wells Fargo
67
Wells Fargo
California
$19.5M -$588K -20,563 -3%
GF
68
Gabelli Funds
New York
$19.4M – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$19.1M +$1.54M +53,702 +8%
AC
70
Allstate Corporation
Illinois
$17.6M +$3.96M +138,434 +28%
Principal Financial Group
71
Principal Financial Group
Iowa
$17.4M -$17.6K -615 -0.1%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$17.2M +$1.76M +61,575 +11%
LBG
73
Lloyds Banking Group
United Kingdom
$16.9M -$321K -11,219 -2%
PPA
74
Parametric Portfolio Associates
Washington
$16.9M -$46.8K -1,637 -0.3%
TSW
75
Thompson Siegel & Walmsley
Virginia
$16.4M +$2.78M +97,085 +19%
1 2
3
4 5

XEL Hedge Fund Activity: Q3 2013 in Review

474 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2013, worth a combined $9.29B — up 0.16% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of XEL and 28 opened new positions — a net loss of 16 holders — while 183 trimmed existing stakes and 170 added.

The largest buyer was JP Morgan Chase, adding an estimated $203M. The largest seller was Wellington Management Group, cutting an estimated $101M.

  • 474 institutional investors held Xcel Energy (XEL) as of Q3 2013, down from 494 in Q2 2013.
  • Funds reported $9.29B of Xcel Energy stock for Q3 2013, up 0.16% quarter-over-quarter.
  • 28 funds opened new Xcel Energy positions in Q3 2013 and 44 closed out, a net change of -16 holders.
  • The largest Xcel Energy buyer in Q3 2013 was JP Morgan Chase, an estimated $203M added.
  • The largest Xcel Energy seller in Q3 2013 was Wellington Management Group, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2013.