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WEC Energy
WEC

Overview Fund Activity

550 hedge funds and large institutions have $11.6B invested in WEC Energy in 2014 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+33
Holders Change %
+6.38%
% of All Funds
14.68%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
81
Increased
165
Reduced
189
Closed
42
Calls
$30.2M
Puts
$9.74M
Net Calls
+$20.4M
Net Calls Change
-$12M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$107M
2
Norges Bank
Norges Bank
Norway
$128M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$465M
4
BFA
BlackRock Fund Advisors
California
$423M
5
State Street
State Street
Massachusetts
$647M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$220M
2
American Century Companies
American Century Companies
Missouri
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$143M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.9M
5
LM
Luminus Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
276
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.12M -$11.2K -212 -1%
WF
277
Welch & Forbes
Massachusetts
$1.11M – – –
ST
278
Spinnaker Trust
Maine
$1.09M – – –
CIBC World Market
279
CIBC World Market
Ontario, Canada
$1.08M +$128K +2,429 +13%
BNP Paribas Asset Management
280
BNP Paribas Asset Management
France
$1.08M +$26.8K +507 +3%
SOAMC
281
Spirit of America Management Corp
New York
$1.08M – – –
SAM
282
Securian Asset Management
Minnesota
$1.07M +$18.7K +354 +2%
SYBT
283
Stock Yards Bank & Trust
Kentucky
$1.07M +$122K +2,310 +13%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$1.05M +$27.5K +521 +3%
DILH
285
Dai-ichi Life Holdings
Japan
$1.05M +$234K +4,442 +29%
AAS
286
Annex Advisory Services
Wisconsin
$1.04M -$17.6K -334 -2%
DADC
287
D.A. Davidson & Co
Montana
$1.03M +$59.4K +1,128 +6%
AAM
288
Alpine Associates Management
Florida
$1.01M +$1.01M +19,200 New
BCP
289
Blue Chip Partners
Michigan
$1.01M +$1.01M +19,121 New
JIC
290
Johnson Investment Counsel
Ohio
$1.01M +$126K +2,396 +14%
IAM
291
Integre Asset Management
New York
$997K – – –
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$991K -$83.7K -1,588 -8%
Creative Planning
293
Creative Planning
Kansas
$988K +$199K +3,780 +25%
MAM
294
Martingale Asset Management
Massachusetts
$971K -$4.47M -84,628 -82%
PJSIMP
295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$968K -$10.5K -200 -1%
Cohen & Steers
296
Cohen & Steers
New York
$954K – – –
OI
297
Oakbrook Investments
Illinois
$943K -$31.7K -600 -3%
CSIC
298
Clifford Swan Investment Counsel
California
$938K -$166K -3,150 -15%
KeyBank National Association
299
KeyBank National Association
Ohio
$930K -$28.9K -548 -3%
Wealth Enhancement Advisory Services
300
Wealth Enhancement Advisory Services
Minnesota
$898K +$898K +17,020 New
10 11
12
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