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Xcel Energy
XEL

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

90% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $1.01M

2.07% more ownership

Funds ownership: 65.87% → 67.95% (+2.1%)

0% more capital invested

Capital invested by funds: $9.28B → $9.29B (+$15.1M)

7% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 183

4% less funds holding

Funds holding: 494 → 474 (-20)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

36% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 44

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
JP Morgan Chase
JP Morgan Chase
New York
+$203M
2
Franklin Resources
Franklin Resources
California
+$155M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$147M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
5
EAM
Edge Asset Management
Washington
+$55.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
Bank of America
Bank of America
North Carolina
-$89.8M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$51.2M
4
BIT
BlackRock Institutional Trust
California
-$46.5M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$39.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$857M +$155M +5,412,830 +21%
JP Morgan Chase
2
JP Morgan Chase
New York
$786M +$203M +7,106,168 +33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$679M +$12.8M +447,169 +2%
State Street
4
State Street
Massachusetts
$664M -$9.53M -333,168 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$576M +$147M +5,151,957 +33%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$476M -$101M -3,540,022 -17%
BIT
7
BlackRock Institutional Trust
California
$369M -$46.5M -1,627,856 -11%
Capital Research Global Investors
8
Capital Research Global Investors
California
$252M – – –
Goldman Sachs
9
Goldman Sachs
New York
$225M +$22.1M +772,429 +10%
BFA
10
BlackRock Fund Advisors
California
$223M -$16.4M -573,513 -7%
Northern Trust
11
Northern Trust
Illinois
$173M -$5.32M -185,918 -3%
American Century Companies
12
American Century Companies
Missouri
$144M +$17.6M +615,545 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$140M +$2.57M +89,848 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$127M +$126M +4,407,758 +2,370%
EAM
15
Edge Asset Management
Washington
$108M +$55.4M +1,937,390 +101%
APG Asset Management
16
APG Asset Management
Netherlands
$108M +$18.7M +654,970 +20%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$104M -$51.2M -1,790,469 -32%
BG
18
BlackRock Group
United Kingdom
$104M -$2.02M -70,504 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$97.5M +$3.83M +133,997 +4%
Axa
20
Axa
France
$97.4M +$1.41M +49,327 +1%
Legal & General Group
21
Legal & General Group
United Kingdom
$93.8M +$9.66M +337,963 +11%
Invesco
22
Invesco
Georgia
$76.5M -$2.3M -80,354 -3%
DPIM
23
Duff & Phelps Investment Management
Illinois
$74.5M -$2.39M -83,565 -3%
Prudential Financial
24
Prudential Financial
New Jersey
$74.1M +$10M +351,273 +15%
Norges Bank
25
Norges Bank
Norway
$73.8M +$13.2M +460,221 +21%
1
2 3 4 5

XEL Hedge Fund Activity: Q3 2013 in Review

474 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2013, worth a combined $9.29B — up 0.16% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of XEL and 28 opened new positions — a net loss of 16 holders — while 183 trimmed existing stakes and 170 added.

The largest buyer was JP Morgan Chase, adding an estimated $203M. The largest seller was Wellington Management Group, cutting an estimated $101M.

  • 474 institutional investors held Xcel Energy (XEL) as of Q3 2013, down from 494 in Q2 2013.
  • Funds reported $9.29B of Xcel Energy stock for Q3 2013, up 0.16% quarter-over-quarter.
  • 28 funds opened new Xcel Energy positions in Q3 2013 and 44 closed out, a net change of -16 holders.
  • The largest Xcel Energy buyer in Q3 2013 was JP Morgan Chase, an estimated $203M added.
  • The largest Xcel Energy seller in Q3 2013 was Wellington Management Group, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2013.