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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
TCOT
351
Trust Company of Toledo
Ohio
$312K
MERSOM
352
Municipal Employees' Retirement System of Michigan
Michigan
$307K +$316K +7,600 New
SCA
353
SAC Capital Advisors
Connecticut
$304K -$2.29M -54,953 -88%
SIM
354
Sadoff Investment Management
Wisconsin
$304K
MHIC
355
Marble Harbor Investment Counsel
Massachusetts
$303K
Daiwa Securities Group
356
Daiwa Securities Group
Japan
$299K -$16.7K -400 -5%
CC
357
Courier Capital
New York
$296K
WFM
358
Wilmington Funds Management
Delaware
$296K
GCT
359
Galaxy Capital Trading
British Virgin Islands
$295K +$304K +7,300 New
EVM
360
Eaton Vance Management
Massachusetts
$285K
MCM
361
Maple Capital Management
Vermont
$283K
PNC
362
Park National Corp
Ohio
$278K
WB
363
WesBanco Bank
West Virginia
$274K
OA
364
OFI Advisors
Pennsylvania
$272K +$15.4K +371 +6%
DL
365
Delta Lloyd
Netherlands
$269K +$278K +6,670 New
DILH
366
Dai-ichi Life Holdings
Japan
$265K
JMPWA
367
JP Morgan Private Wealth Advisors
California
$265K +$274K +6,572 New
DLCIG
368
D.L. Carlson Investment Group
New Hampshire
$263K
TH
369
Timber Hill
Connecticut
$258K +$266K +6,395 New
CO
370
Caldwell & Orkin
Georgia
$257K
SYBT
371
Stock Yards Bank & Trust
Kentucky
$256K +$6.25K +150 +2%
NRS
372
Neville Rodie & Shaw
New York
$254K
DTL
373
Dynamic Technology Lab
Singapore
$246K +$254K +6,100 New
ZCA
374
Zeke Capital Advisors
Pennsylvania
$242K +$41.6K +1,000 +20%
TU
375
TDAM USA
Ontario, Canada
$241K -$194K -4,671 -44%

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.