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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 %
Lazard Asset Management
126
Lazard Asset Management
New York
$7.67M +$2.09M +75,614 +37%
CIA
127
CCM Investment Advisers
South Carolina
$6.99M +$4.75M +172,204 +213%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$6.9M -$2.59M -93,900 -27%
TPSF
129
Texas Permanent School Fund
Texas
$6.84M -$209K -7,586 -3%
TG
130
TCW Group
California
$6.79M +$55.2K +2,000 +0.8%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$6.77M -$105K -3,800 -2%
AIG
132
American International Group
New York
$6.73M -$249K -9,022 -4%
LSV Asset Management
133
LSV Asset Management
Illinois
$6.42M +$1.57M +56,700 +32%
Comerica Bank
134
Comerica Bank
Texas
$6.41M +$6.41M +232,208 New
HEIP
135
Hudson Edge Investment Partners
New Jersey
$6.2M +$1.26M +45,810 +26%
CBOA
136
Commonwealth Bank of Australia
Australia
$5.94M +$616K +22,311 +12%
PL
137
Perpetual Ltd
Australia
$5.82M -$251K -9,100 -4%
DP
138
Dearborn Partners
Illinois
$5.69M +$704K +25,498 +14%
IRF
139
IBM Retirement Fund
New York
$5.67M -$842K -30,488 -13%
IA
140
Icon Advisers
Colorado
$5.64M +$1.78M +64,360 +46%
CA
141
Commerzbank Aktiengesellschaft
Germany
$5.62M -$291K -10,526 -5%
SOMRS
142
State of Michigan Retirement System
Michigan
$5.59M +$11K +400 +0.2%
MAA
143
Managed Account Advisors
New Jersey
$5.46M +$713K +25,826 +15%
TC
144
Travelers Companies
Minnesota
$5.3M – – –
Aviva
145
Aviva
United Kingdom
$5.25M +$1.21M +43,784 +30%
QI
146
Qualcomm Inc
California
$5.25M – – –
BNP Paribas Asset Management
147
BNP Paribas Asset Management
France
$5.05M +$667K +24,144 +15%
Nomura Asset Management
148
Nomura Asset Management
Japan
$4.81M -$986K -35,697 -17%
WT
149
Washington Trust
Rhode Island
$4.79M +$346K +12,527 +8%
TSU
150
TD Securities (USA)
New York
$4.7M +$22.6K +817 +0.5%
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