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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 %
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$3.3M +$64.7K +2,241 +2%
AIP
177
ARS Investment Partners
New York
$3.29M -$117K -4,250 -3%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$3.25M +$375K +13,575 +13%
SLI
179
Sumitomo Life Insurance
Japan
$3.11M -$279K -10,120 -8%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$3.1M +$1.65M +59,900 +114%
DILH
181
Dai-ichi Life Holdings
Japan
$2.99M – – –
OI
182
Oakbrook Investments
Illinois
$2.85M -$237K -8,600 -8%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.81M +$10.2K +371 +0.4%
QI
184
QS Investors
New York
$2.6M -$401K -14,534 -13%
DIA
185
Denver Investment Advisors
Colorado
$2.6M -$86K -3,115 -3%
MSA
186
Mason Street Advisors
Wisconsin
$2.59M -$304K -11,007 -10%
PAIM
187
Punch & Associates Investment Management
Minnesota
$2.56M +$220K +7,975 +9%
MHC
188
Meyer Handelman Company
New York
$2.55M – – –
WAM
189
World Asset Management
Michigan
$2.52M -$288K -10,426 -10%
UFG
190
United Fire Group
Iowa
$2.49M – – –
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$2.48M +$359K +13,012 +17%
URS
192
Utah Retirement Systems
Utah
$2.44M -$22.1K -800 -0.9%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$2.42M -$1.52K -55 -0.1%
Macquarie Group
194
Macquarie Group
Australia
$2.41M -$213K -7,700 -8%
CAM
195
Capstone Asset Management
Texas
$2.41M +$72K +2,608 +3%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$2.4M -$153K -5,553 -6%
SFP
197
Santa Fe Partners
New Mexico
$2.27M +$1.39M +50,500 +159%
AG
198
Aperio Group
California
$2.26M +$474K +17,186 +27%
H
199
Hexavest
Quebec, Canada
$2.15M +$137K +4,963 +7%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$2.14M +$1.86M +67,313 +654%
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