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Xcel Energy
XEL

494 hedge funds and large institutions have $9.28B invested in Xcel Energy in 2013 Q2 according to their latest regulatory filings, with 494 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.87% more ownership

Funds ownership: 0% → 65.87% (+66%)

55% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.23M

Holders
494
Holders Change
+494
Holders Change %
–
% of All Funds
16.12%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
494
Increased
–
Reduced
–
Closed
–
Calls
$1.89M
Puts
$1.23M
Net Calls
+$669K
Net Calls Change
+$669K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$726M +$765M +25,613,650 New
State Street
2
State Street
Massachusetts
$691M +$728M +24,375,214 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$684M +$721M +24,138,132 New
JP Morgan Chase
4
JP Morgan Chase
New York
$605M +$638M +21,362,334 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$589M +$621M +20,773,397 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$445M +$469M +15,702,144 New
BIT
7
BlackRock Institutional Trust
California
$425M +$448M +14,986,265 New
Capital Research Global Investors
8
Capital Research Global Investors
California
$259M +$273M +9,131,000 New
BFA
9
BlackRock Fund Advisors
California
$245M +$258M +8,634,952 New
Goldman Sachs
10
Goldman Sachs
New York
$209M +$221M +7,382,436 New
Northern Trust
11
Northern Trust
Illinois
$183M +$193M +6,449,338 New
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$158M +$167M +5,574,324 New
Bank of America
13
Bank of America
North Carolina
$142M +$149M +4,998,831 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$141M +$149M +4,986,691 New
American Century Companies
15
American Century Companies
Missouri
$131M +$138M +4,611,837 New
BG
16
BlackRock Group
United Kingdom
$108M +$114M +3,821,220 New
Axa
17
Axa
France
$98.6M +$104M +3,478,156 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$96.3M +$102M +3,398,884 New
APG Asset Management
19
APG Asset Management
Netherlands
$92.1M +$97.1M +3,248,991 New
Legal & General Group
20
Legal & General Group
United Kingdom
$86.7M +$91.5M +3,060,760 New
Invesco
21
Invesco
Georgia
$80.8M +$85.2M +2,850,581 New
DPIM
22
Duff & Phelps Investment Management
Illinois
$78.9M +$83.2M +2,783,565 New
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$68.9M +$72.7M +2,431,300 New
TCIM
24
TIAA CREF Investment Management
New York
$67.1M +$70.8M +2,369,071 New
Prudential Financial
25
Prudential Financial
New Jersey
$66.1M +$69.7M +2,332,826 New
1
2 3 4 5

XEL Hedge Fund Activity: Q2 2013 in Review

494 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2013, worth a combined $9.28B.

Buyers outnumbered sellers: 494 funds opened new XEL positions and 0 closed out — a net gain of 494 holders — while 0 added to existing stakes and 0 trimmed.

  • 494 institutional investors held Xcel Energy (XEL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $9.28B of Xcel Energy stock for Q2 2013.
  • 494 funds opened new Xcel Energy positions in Q2 2013 and 0 closed out, a net change of +494 holders.

Based on aggregated 13F filings for Q2 2013.