XEL icon

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 %
MME
126
Meag Munich Ergo
Germany
$6.71M -$3.12M -112,059 -32%
DP
127
Dearborn Partners
Illinois
$6.68M +$918K +32,844 +16%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$6.66M -$321K -11,500 -5%
TPSF
129
Texas Permanent School Fund
Texas
$6.44M -$479K -17,134 -7%
AAF
130
Andra AP-fonden
Sweden
$6.42M -$2.81M -100,700 -30%
SMDAM
131
Sumitomo Mitsui DS Asset Management
Japan
$6.4M -$3.4M -121,718 -35%
Citadel Advisors
132
Citadel Advisors
Florida
$6.33M -$2.54M -90,921 -29%
VC
133
V2 Capital
Illinois
$6.31M +$6.31M +225,942 New
HEIP
134
Hudson Edge Investment Partners
New Jersey
$5.99M -$283K -10,140 -5%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$5.92M -$2.9M -103,934 -33%
PL
136
Perpetual Ltd
Australia
$5.88M – – –
Comerica Bank
137
Comerica Bank
Texas
$5.87M -$619K -22,141 -10%
SOMRS
138
State of Michigan Retirement System
Michigan
$5.65M -$2.79K -100 -0%
IRF
139
IBM Retirement Fund
New York
$5.54M -$192K -6,864 -3%
Aviva
140
Aviva
United Kingdom
$5.5M +$181K +6,491 +3%
TC
141
Travelers Companies
Minnesota
$5.36M – – –
MAA
142
Managed Account Advisors
New Jersey
$5.34M -$185K -6,637 -3%
QI
143
Qualcomm Inc
California
$5.31M – – –
FNBOO
144
First National Bank of Omaha
Nebraska
$5.25M +$1.3M +46,504 +33%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$5.22M +$106K +3,778 +2%
Public Sector Pension Investment Board (PSP Investments)
146
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.18M +$559K +20,000 +12%
MIM
147
Merit Investment Management
Delaware
$5.01M +$5.01M +179,340 New
WT
148
Washington Trust
Rhode Island
$4.98M +$134K +4,811 +3%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$4.92M +$2.75M +98,543 +127%
TSU
150
TD Securities (USA)
New York
$4.91M +$146K +5,212 +3%
4 5
6
7 8