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WEC Energy

620 hedge funds and large institutions have $11.9B invested in WEC Energy in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 221 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.23M

14% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 194

1.24% more ownership

Funds ownership: 68.59%69.83% (+1.2%)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less funds holding

Funds holding: 624620 (-4)

8% less capital invested

Capital invested by funds: $12.9B → $11.9B (-$976M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
620
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
16.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
59
Increased
221
Reduced
194
Closed
58
Calls
$11.9M
Puts
$3.23M
Net Calls
+$8.65M
Net Calls Change
+$888K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Capstone Asset Management
Texas
$2.3M +$201K +3,947 +10%
SCI
227
S&CO Inc
Massachusetts
$2.3M
GG
228
Gofen & Glossberg
Illinois
$2.29M
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$2.28M +$75K +1,470 +3%
LA
230
LVW Advisors
New York
$2.2M -$41.4K -812 -2%
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$2.15M +$28.1K +550 +1%
MSA
232
Mason Street Advisors
Wisconsin
$2.12M +$20.2K +396 +1%
NLI
233
Nippon Life Insurance
Japan
$2.1M -$55.2K -1,081 -3%
William Blair & Company
234
William Blair & Company
Illinois
$2.08M -$476K -9,323 -19%
WBG
235
Wharton Business Group
Pennsylvania
$2.08M
GA
236
Geneva Advisors
Illinois
$2.07M -$2.25K -44 -0.1%
PCM
237
Parsons Capital Management
Rhode Island
$1.97M +$3.32K +65 +0.2%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$1.96M
Creative Planning
239
Creative Planning
Kansas
$1.96M +$637K +12,488 +49%
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$1.95M +$87.9K +1,722 +5%
MOACM
241
Mutual of America Capital Management
New York
$1.8M -$5.16K -101 -0.3%
WRHAM
242
W.R. Huff Asset Management
Florida
$1.77M
WAM
243
World Asset Management
Michigan
$1.76M +$41.3K +809 +2%
ECM
244
ETrade Capital Management
Virginia
$1.76M -$357 -7 -0%
NMERB
245
New Mexico Educational Retirement Board
New Mexico
$1.76M -$56.1K -1,100 -3%
OC
246
Oarsman Capital
Wisconsin
$1.7M +$8.17K +160 +0.5%
VWM
247
Venturi Wealth Management
Texas
$1.7M +$1.69M +33,166 New
SAM
248
Symphony Asset Management
California
$1.69M +$601K +11,768 +56%
RP
249
Rowlandmiller & Partners
Georgia
$1.69M -$11.8K -232 -0.7%
M&T Bank
250
M&T Bank
New York
$1.67M +$59.6K +1,167 +4%

WEC Hedge Fund Activity: Q4 2015 in Review

620 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2015, worth a combined $11.9B — down 7.6% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WEC positions and 58 closed out — a net gain of 1 holder — while 221 added to existing stakes and 194 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $67.1M. The largest seller was Norges Bank, cutting an estimated $75.9M.

  • 620 institutional investors held WEC Energy (WEC) as of Q4 2015, down from 624 in Q3 2015.
  • Funds reported $11.9B of WEC Energy stock for Q4 2015, down 7.6% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q4 2015 and 58 closed out, a net change of +1 holder.
  • The largest WEC Energy buyer in Q4 2015 was Deutsche Bank, an estimated $67.1M added.
  • The largest WEC Energy seller in Q4 2015 was Norges Bank, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2015.