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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 %
SIM
201
Sadoff Investment Management
Wisconsin
$1.96M +$1.96M +70,048 New
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$1.95M -$1.18M -42,400 -38%
CIP
203
Chartwell Investment Partners
Pennsylvania
$1.94M -$10.2K -365 -0.5%
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$1.93M -$151K -5,400 -7%
KBC Group
205
KBC Group
Belgium
$1.87M -$118K -4,237 -6%
BFG
206
Beacon Financial Group
Texas
$1.81M +$1.81M +64,681 New
WFG
207
Windsor Financial Group
Minnesota
$1.79M +$20.7K +740 +1%
MAM
208
Martingale Asset Management
Massachusetts
$1.78M -$1.76M -63,151 -50%
NEAM
209
New England Asset Management
Connecticut
$1.77M -$103K -3,700 -6%
SFP
210
Santa Fe Partners
New Mexico
$1.77M -$529K -18,921 -23%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$1.76M -$671K -24,001 -28%
CAM
212
Capstone Asset Management
Texas
$1.74M -$697K -24,942 -29%
GI
213
Gradient Investments
Minnesota
$1.74M +$363K +13,007 +26%
SCM
214
Stevens Capital Management
Pennsylvania
$1.7M +$1.7M +60,983 New
IG
215
ING Group
Netherlands
$1.7M -$230K -8,240 -12%
EIA
216
Edgemoor Investment Advisors
Maryland
$1.67M -$39.3K -1,407 -2%
PAM
217
Palisade Asset Management
Minnesota
$1.66M +$199K +7,126 +14%
AWCI
218
Alpine Woods Capital Investors
New York
$1.65M -$53.1K -1,900 -3%
PAM
219
Panagora Asset Management
Massachusetts
$1.64M -$142K -5,082 -8%
Janus Henderson Group
220
Janus Henderson Group
United Kingdom
$1.64M – – –
SB
221
Suntrust Banks
Georgia
$1.63M -$69.7K -2,495 -4%
DAS
222
Dynamic Advisor Solutions
Arizona
$1.61M +$1.61M +57,681 New
OC
223
Oppenheimer & Co
New York
$1.58M -$354K -12,652 -18%
Asset Management One
224
Asset Management One
Japan
$1.57M -$328K -11,777 -17%
LIA
225
LS Investment Advisors
Michigan
$1.56M +$741K +26,515 +90%
7 8
9
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