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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.

New
Increased
Maintained
Reduced
Closed
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 %
Caisse de Depot et Placement du Quebec (CDPQ)
101
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11M -$1.55M -56,200 -12%
ASRS
102
Arizona State Retirement System
Arizona
$10.3M +$121K +4,400 +1%
LI
103
LMCG Investments
Massachusetts
$10.2M +$3.56M +128,916 +53%
HAI
104
Hennessy Advisors Inc
California
$10.2M +$182K +6,608 +2%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$10.1M -$1.57M -56,830 -13%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$10.1M -$183K -6,612 -2%
SAM
107
Shell Asset Management
Netherlands
$9.88M +$1.27M +46,037 +15%
MME
108
Meag Munich Ergo
Germany
$9.72M +$3.17M +115,010 +48%
SMDAM
109
Sumitomo Mitsui DS Asset Management
Japan
$9.68M -$2.2M -79,746 -19%
AAF
110
Andra AP-fonden
Sweden
$9.12M +$812K +29,400 +10%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$9.05M -$78.8K -2,855 -0.9%
AQR Capital Management
112
AQR Capital Management
Connecticut
$8.96M -$9.16M -331,876 -51%
Citadel Advisors
113
Citadel Advisors
Florida
$8.76M +$7.14M +258,776 +441%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$8.71M +$8.71M +315,626 New
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$8.69M -$39.5K -1,432 -0.5%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$8.59M +$7.8M +282,522 +983%
EB
117
Eastern Bank
Massachusetts
$8.49M -$282K -10,227 -3%
SO
118
STRS Ohio
Ohio
$8.28M -$12.3M -446,000 -60%
Retirement Systems of Alabama
119
Retirement Systems of Alabama
Alabama
$8.18M +$213K +7,718 +3%
CCMH
120
Cornerstone Capital Management Holdings
New York
$8.12M +$341K +12,334 +4%
Canada Life
121
Canada Life
Manitoba, Canada
$8.06M +$8M +290,668 +14,390%
DIA
122
Dana Investment Advisors
Wisconsin
$7.94M -$103K -3,734 -1%
RCYC
123
Richard C. Young & Co
Rhode Island
$7.93M +$139K +5,019 +2%
SAM
124
Silvercrest Asset Management
New York
$7.9M -$53.8K -1,950 -0.7%
BCIM
125
British Columbia Investment Management
British Columbia, Canada
$7.89M -$804K -29,128 -9%
3 4
5
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