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WEC Energy
WEC

Overview Fund Activity

560 hedge funds and large institutions have $8.31B invested in WEC Energy in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 172 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+10
Holders Change %
+1.82%
% of All Funds
14.94%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
55
Increased
172
Reduced
206
Closed
41
Calls
$15.3M
Puts
$4.91M
Net Calls
+$10.4M
Net Calls Change
-$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$911M
2
ED
2
Exane Derivatives
France
$21.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$228M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$18.3M
5
EAM
5
Edge Asset Management
Washington
$70.4M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$380M
2
Invesco
2
Invesco
Georgia
$37.3M
3
State Street
3
State Street
Massachusetts
$572M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
276
Stock Yards Bank & Trust
Kentucky
$990K -$11.5K -232 -1%
ACM
277
Ashford Capital Management
Delaware
$984K -$275K -5,544 -22%
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
$982K -$5.55K -112 -0.6%
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$962K +$120K +2,422 +14%
AAS
280
Annex Advisory Services
Wisconsin
$956K -$21.1K -427 -2%
JIC
281
Johnson Investment Counsel
Ohio
$943K -$989 -20 -0.1%
IAM
282
Integre Asset Management
New York
$936K – – –
WIS
283
Wright Investors Service
Connecticut
$934K +$108K +2,187 +13%
SI
284
SII Investments
Wisconsin
$932K -$739K -14,893 -44%
PL
285
Plancorp LLC
Missouri
$932K +$290K +5,850 +45%
JFGIW
286
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$902K +$84.9K +1,715 +10%
Cohen & Steers
287
Cohen & Steers
New York
$896K – – –
BCP
288
Blue Chip Partners
Michigan
$895K -$51.6K -1,042 -5%
Creative Planning
289
Creative Planning
Kansas
$894K -$32.7K -660 -4%
KeyBank National Association
290
KeyBank National Association
Ohio
$893K +$20K +403 +2%
JCM
291
Jasinkiewicz Capital Management
New Jersey
$891K +$891K +18,000 New
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$881K +$604K +12,200 +218%
CSIC
293
Clifford Swan Investment Counsel
California
$880K – – –
OI
294
Oakbrook Investments
Illinois
$875K -$9.9K -200 -1%
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$870K -$60K -1,212 -6%
SOAMC
296
Spirit of America Management Corp
New York
$861K -$148K -3,000 -15%
PJSIMP
297
P.J. Schmidt Investment Management (PJS)
Wisconsin
$855K -$53.8K -1,087 -6%
FT
298
Fiduciary Trust
Massachusetts
$832K – – –
WCBA
299
Weaver C. Barksdale & Associates
Tennessee
$827K – – –
Natixis Advisors
300
Natixis Advisors
Massachusetts
$811K +$59.7K +1,206 +8%
10 11
12
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