We are live on ! Find out more
WEC icon

WEC Energy

468 hedge funds and large institutions have $8.43B invested in WEC Energy in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

968% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $2.52M

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

32% more capital invested

Capital invested by funds: $6.37B → $8.43B (+$2.07B)

10% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 144

4% more funds holding

Funds holding: 450468 (+18)

2.69% more ownership

Funds ownership: 68%70.69% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
15.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
54
Increased
159
Reduced
144
Closed
33
Calls
$26.9M
Puts
$2.52M
Net Calls
+$24.4M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
V
226
Veritable
Delaware
$1.35M +$71.5K +1,717 +5%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$1.33M +$1.37M +33,014 New
TCM
228
Twin Capital Management
Pennsylvania
$1.32M +$20.8K +500 +2%
MSU
229
Maple Securities USA
New Jersey
$1.3M -$455K -10,919 -25%
ERSOT
230
Employees Retirement System of Texas
Texas
$1.29M -$1.71M -41,000 -56%
Asset Management One
231
Asset Management One
Japan
$1.28M +$130K +3,131 +11%
GA
232
Geneva Advisors
Illinois
$1.25M
CCM
233
Cai Capital Management
New York
$1.25M -$1.1M -26,385 -46%
CCC
234
Cincinnati Casualty Company
Ohio
$1.25M
HI
235
HBK Investments
Texas
$1.22M +$1.26M +30,300 New
GT
236
Greenleaf Trust
Michigan
$1.18M -$6.7M -160,860 -85%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$1.18M +$29.1K +698 +2%
William Blair & Company
238
William Blair & Company
Illinois
$1.17M -$2.79K -67 -0.2%
GIA
239
Gateway Investment Advisers
Ohio
$1.16M +$59.1K +1,420 +5%
Lazard Asset Management
240
Lazard Asset Management
New York
$1.15M +$121K +2,896 +11%
RJA
241
Raymond James & Associates
Florida
$1.14M -$839K -20,150 -42%
B
242
Baird
Wisconsin
$1.14M -$15.8K -380 -1%
ACM
243
Ashford Capital Management
Delaware
$1.13M
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$1.13M +$749 +18 +0.1%
SNC
245
Stifel Nicolaus & Co
Missouri
$1.11M +$38.1K +916 +3%
Brown Advisory
246
Brown Advisory
Maryland
$1.09M -$33.3K -800 -3%
ACM
247
Azimuth Capital Management
Michigan
$1.08M -$1.29K -31 -0.1%
WOC
248
West Oak Capital
California
$1.06M +$17.5K +420 +2%
LIM
249
Leavell Investment Management
Alabama
$1.06M
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.06M +$40K +960 +4%

WEC Hedge Fund Activity: Q3 2013 in Review

468 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2013, worth a combined $8.43B — up 32% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new WEC positions and 33 closed out — a net gain of 21 holders — while 159 added to existing stakes and 144 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $60.8M.

  • 468 institutional investors held WEC Energy (WEC) as of Q3 2013, up from 450 in Q2 2013.
  • Funds reported $8.43B of WEC Energy stock for Q3 2013, up 32% quarter-over-quarter.
  • 54 funds opened new WEC Energy positions in Q3 2013 and 33 closed out, a net change of +21 holders.
  • The largest WEC Energy buyer in Q3 2013 was Deutsche Bank, an estimated $156M added.
  • The largest WEC Energy seller in Q3 2013 was Bank of America, an estimated $60.8M sold.

Based on aggregated 13F filings for Q3 2013.