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WEC Energy
WEC

786 hedge funds and large institutions have $15.3B invested in WEC Energy in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 48

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

9% more funds holding

Funds holding: 721 → 786 (+65)

6% more capital invested

Capital invested by funds: $14.4B → $15.3B (+$905M)

6% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $13.5M

0.43% more ownership

Funds ownership: 72.67% → 73.1% (+0.43%)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

Holders
786
Holders Change
+65
Holders Change %
+9.02%
% of All Funds
17.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
115
Increased
238
Reduced
260
Closed
48
Calls
$14.3M
Puts
$13.5M
Net Calls
+$766K
Net Calls Change
-$902K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$111M
2
APG Asset Management
APG Asset Management
Netherlands
+$102M
3
Barclays
Barclays
United Kingdom
+$70.2M
4
Renaissance Technologies
Renaissance Technologies
New York
+$47M
5
BlackRock
BlackRock
New York
+$37.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$142M
2
EIP
Epoch Investment Partners
New York
-$107M
3
RFS
Rockefeller Financial Services
New York
-$34.7M
4
First Trust Advisors
First Trust Advisors
Illinois
-$33M
5
AT
AMF Tjänstepension
Sweden
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
226
LVW Advisors
New York
$2.73M +$78K +1,163 +3%
MSV
227
MN Services Vermogensbeheer
Netherlands
$2.71M -$174K -2,600 -5%
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$2.7M -$64.7K -965 -2%
JG
229
Jefferies Group
New York
$2.69M -$862K -12,841 -24%
FAF
230
Första AP-fonden
Sweden
$2.67M -$691K -10,300 -20%
AP
231
AHL Partners
United Kingdom
$2.66M -$2.55M -37,933 -49%
WBG
232
Wharton Business Group
Pennsylvania
$2.66M – – –
AB
233
Amalgamated Bank
New York
$2.64M +$238K +3,547 +10%
Brown Advisory
234
Brown Advisory
Maryland
$2.62M -$16.8K -250 -0.6%
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$2.6M +$336K +5,002 +15%
KFP
236
Keystone Financial Planning
Ohio
$2.58M -$1.17M -17,462 -31%
DF
237
Donoghue Forlines
Massachusetts
$2.57M +$324K +4,822 +14%
LIM
238
Leavell Investment Management
Alabama
$2.53M +$13.4K +200 +0.5%
MOACM
239
Mutual of America Capital Management
New York
$2.52M -$114K -1,698 -4%
CM
240
Churchill Management
California
$2.52M -$6.17K -92 -0.2%
CCFCSB
241
Cape Cod Five Cents Savings Bank
Massachusetts
$2.52M -$250K -3,721 -9%
SLG
242
Stanley-Laman Group
Pennsylvania
$2.48M +$12.6K +188 +0.5%
RFC
243
Regions Financial Corp
Alabama
$2.46M -$37.7K -562 -1%
B
244
BP
United Kingdom
$2.39M -$268K -4,000 -10%
JMPWA
245
JP Morgan Private Wealth Advisors
California
$2.38M +$101K +1,510 +4%
KBC Group
246
KBC Group
Belgium
$2.36M -$114K -1,692 -5%
AIM
247
Achmea Investment Management
Netherlands
$2.35M +$1.1M +16,436 +86%
TF
248
TIAA FSB
Florida
$2.33M +$9.26K +138 +0.4%
GP
249
Girard Partners
Pennsylvania
$2.31M +$313K +4,659 +15%
RIM
250
Redpoint Investment Management
Australia
$2.3M +$2.32M +34,607 New
8 9
10
11 12

WEC Hedge Fund Activity: Q4 2017 in Review

786 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2017, worth a combined $15.3B — up 6.3% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new WEC positions and 48 closed out — a net gain of 67 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $111M. The largest seller was Bank of America, cutting an estimated $142M.

  • 786 institutional investors held WEC Energy (WEC) as of Q4 2017, up from 721 in Q3 2017.
  • Funds reported $15.3B of WEC Energy stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 115 funds opened new WEC Energy positions in Q4 2017 and 48 closed out, a net change of +67 holders.
  • The largest WEC Energy buyer in Q4 2017 was JP Morgan Chase, an estimated $111M added.
  • The largest WEC Energy seller in Q4 2017 was Bank of America, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2017.