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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
BJ
76
BlackRock Japan
Japan
$19.1M +$20.1M +673,078 New
AQR Capital Management
77
AQR Capital Management
Connecticut
$18.6M +$19.6M +656,515 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$18.1M +$19M +637,246 New
GC
79
Guggenheim Capital
Illinois
$18M +$19M +636,806 New
Principal Financial Group
80
Principal Financial Group
Iowa
$17.9M +$18.9M +632,202 New
LBG
81
Lloyds Banking Group
United Kingdom
$17.7M +$18.6M +623,460 New
PPA
82
Parametric Portfolio Associates
Washington
$17.3M +$18.3M +612,073 New
First Trust Advisors
83
First Trust Advisors
Illinois
$17.2M +$18.1M +606,905 New
HSBC Holdings
84
HSBC Holdings
United Kingdom
$17.2M +$18.1M +604,538 New
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$17.1M +$18M +603,638 New
SG Americas Securities
86
SG Americas Securities
New York
$16.7M +$17.6M +589,044 New
MPI
87
Mairs & Power Inc
Minnesota
$16.4M +$17.2M +577,134 New
SPC
88
Stewart & Patten Company
California
$16.1M +$17M +569,048 New
Dimensional Fund Advisors
89
Dimensional Fund Advisors
Texas
$15.9M +$16.8M +561,995 New
VDI
90
Vaughan David Investments
Illinois
$15M +$15.8M +529,278 New
USAA
91
United Services Automobile Association
Texas
$14.9M +$15.7M +525,574 New
US Bancorp
92
US Bancorp
Minnesota
$14.8M +$15.7M +523,878 New
AC
93
Allstate Corporation
Illinois
$14.2M +$15M +500,838 New
TSW
94
Thompson Siegel & Walmsley
Virginia
$14.1M +$14.9M +498,471 New
Barclays
95
Barclays
United Kingdom
$14.1M +$14.9M +497,993 New
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$14M +$14.8M +493,992 New
U
97
UBS
Switzerland
$13.5M +$14.3M +477,850 New
SONJCPFA
98
State of New Jersey Common Pension Fund A
New Jersey
$13.5M +$14.2M +476,000 New
Allianz Asset Management
99
Allianz Asset Management
Germany
$12.9M +$13.6M +455,153 New
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.9M +$13.6M +454,200 New
2 3
4
5 6

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.