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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
1
T. Rowe Price Associates
Maryland
$770M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$250M
3
Capital World Investors
3
Capital World Investors
California
$112M
4
BFA
4
BlackRock Fund Advisors
California
$288M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$49M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$348M
2
EAM
2
Edge Asset Management
Washington
$53.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.26M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$69M
5
PIA
5
Piedmont Investment Advisors
North Carolina
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$16.6M +$195K +7,226 +1%
Credit Agricole
77
Credit Agricole
France
$16.6M +$16.8K +600 +0.1%
Ameriprise
78
Ameriprise
Minnesota
$16.6M -$4.85M -173,261 -23%
VRS
79
Virginia Retirement Systems
Virginia
$16.6M -$4.96M -177,384 -23%
AC
80
Allstate Corporation
Illinois
$16.5M -$1.31M -47,019 -7%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$16.4M +$372K +13,310 +2%
MPI
82
Mairs & Power Inc
Minnesota
$16.4M +$344K +12,315 +2%
BJ
83
BlackRock Japan
Japan
$15.9M -$337K -12,070 -2%
SPC
84
Stewart & Patten Company
California
$15.8M -$127K -4,538 -0.8%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$15.5M -$886K -31,722 -5%
VDI
86
Vaughan David Investments
Illinois
$15.2M +$236K +8,451 +2%
TSW
87
Thompson Siegel & Walmsley
Virginia
$14.5M -$2.19M -78,256 -13%
US Bancorp
88
US Bancorp
Minnesota
$14.4M -$8.89K -318 -0.1%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$14M +$193K +6,917 +1%
LI
90
LMCG Investments
Massachusetts
$13.9M +$3.54M +126,578 +34%
HAI
91
Hennessy Advisors Inc
California
$12.5M +$2.15M +77,000 +21%
SONJCPFA
92
State of New Jersey Common Pension Fund A
New Jersey
$11.7M -$1.56M -56,000 -12%
MSA
93
Mason Street Advisors
Wisconsin
$10.8M +$8.22M +294,053 +313%
RCM
94
Riverhead Capital Management
Delaware
$10.7M -$9.07M -324,738 -46%
BA
95
BlackRock Advisors
Delaware
$10.7M -$629K -22,500 -6%
AQR Capital Management
96
AQR Capital Management
Connecticut
$10.5M +$1.48M +52,800 +16%
JHIU
97
Janus Henderson Investors US
Colorado
$10.4M -$1.78M -63,600 -15%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$10.2M -$33K -1,182 -0.3%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$10.1M -$136K -4,862 -1%
ASRS
100
Arizona State Retirement System
Arizona
$9.86M -$553K -19,800 -5%
2 3
4
5 6