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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 %
OTPPB
176
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.05M -$562K -20,128 -16%
SLI
177
Sumitomo Life Insurance
Japan
$2.97M -$178K -6,359 -6%
AIP
178
ARS Investment Partners
New York
$2.96M -$369K -13,195 -11%
AG
179
Aperio Group
California
$2.88M -$2.26M -81,833 Closed
DILH
180
Dai-ichi Life Holdings
Japan
$2.87M -$153K -5,490 -5%
IA
181
Icon Advisers
Colorado
$2.84M -$2.86M -102,360 -50%
RJA
182
Raymond James & Associates
Florida
$2.84M -$950K -33,998 -25%
OI
183
Oakbrook Investments
Illinois
$2.78M -$104K -3,725 -4%
HI
184
HBK Investments
Texas
$2.74M +$2.74M +98,100 New
OPERF
185
Oregon Public Employees Retirement Fund
Oregon
$2.72M +$637K +22,800 +31%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$2.72M +$207K +7,396 +8%
PAIM
187
Punch & Associates Investment Management
Minnesota
$2.67M +$79.4K +2,842 +3%
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.65M -$185K -6,636 -7%
TFA
189
Transamerica Financial Advisors
Florida
$2.62M +$1.12M +40,044 +75%
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$2.53M +$80.8K +2,891 +3%
QI
191
QS Investors
New York
$2.52M -$112K -4,000 -4%
UFG
192
United Fire Group
Iowa
$2.52M – – –
MHC
193
Meyer Handelman Company
New York
$2.51M -$67.1K -2,400 -3%
URS
194
Utah Retirement Systems
Utah
$2.47M – – –
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$2.36M -$4.49M -160,890 -66%
Nomura Holdings
196
Nomura Holdings
Japan
$2.27M -$2.2M -78,916 -49%
WAM
197
World Asset Management
Michigan
$2.21M -$346K -12,402 -14%
QBFM
198
QS Batterymarch Financial Management
New York
$2.1M -$41.9K -1,498 -2%
VAM
199
Visium Asset Management
New York
$2.09M +$2.09M +74,659 New
BCM
200
Bridgeway Capital Management
Texas
$2M – – –
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