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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 %
SAM
101
Shell Asset Management
Netherlands
$9.83M -$172K -6,161 -2%
Lazard Asset Management
102
Lazard Asset Management
New York
$9.62M +$1.86M +66,647 +24%
Canada Life
103
Canada Life
Manitoba, Canada
$9.51M +$1.29M +45,985 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
104
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.91M -$2.21M -79,000 -20%
EB
105
Eastern Bank
Massachusetts
$8.9M +$312K +11,185 +4%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$8.86M -$294K -10,529 -3%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$8.62M -$174K -6,243 -2%
CCMH
108
Cornerstone Capital Management Holdings
New York
$8.33M +$120K +4,304 +1%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$8.29M +$9.33K +334 +0.1%
RCYC
110
Richard C. Young & Co
Rhode Island
$8.03M +$4.53K +162 +0.1%
USAA
111
United Services Automobile Association
Texas
$8.01M -$6.79M -242,877 -46%
LSV Asset Management
112
LSV Asset Management
Illinois
$7.96M +$1.47M +52,500 +23%
RFC
113
Regions Financial Corp
Alabama
$7.73M -$8.54M -305,705 -53%
CBOA
114
Commonwealth Bank of Australia
Australia
$7.72M +$1.71M +61,230 +28%
DIA
115
Dana Investment Advisors
Wisconsin
$7.68M -$360K -12,884 -4%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$7.67M -$1.02M -36,646 -12%
ORIO
117
Old Republic International (ORI)
Illinois
$7.54M +$7.54M +270,000 New
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$7.48M -$508K -18,193 -6%
U
119
UBS
Switzerland
$7.36M -$9.27M -331,659 -56%
CIA
120
CCM Investment Advisers
South Carolina
$7.33M +$257K +9,181 +4%
WCM
121
Winton Capital Management
United Kingdom
$7.28M -$9.24M -330,718 -56%
MIS
122
Morningstar Investment Services
Illinois
$7.19M +$7.19M +257,377 New
AIG
123
American International Group
New York
$6.94M +$134K +4,810 +2%
TG
124
TCW Group
California
$6.87M +$9.77K +350 +0.1%
SO
125
STRS Ohio
Ohio
$6.72M -$1.66M -59,517 -20%
3 4
5
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