WEC Energy
517 hedge funds and large institutions have $7.47B invested in WEC Energy in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 175 reducing their positions, and 51 closing their positions.
640% more call options, than puts
Call options by funds: $37.5M | Put options by funds: $5.07M
2.78% more ownership
Funds ownership: 74.41% → 77.18% (+2.8%)
4% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 175
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $7.86B → $7.47B (-$388M)
4% less funds holding
Funds holding: 536 → 517 (-19)
27% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$101M |
| 2 |
JP Morgan Chase
New York
|
+$85.7M |
| 3 |
ClearBridge Investments
New York
|
+$71.8M |
| 4 |
Neuberger Berman Group
New York
|
+$53.1M |
| 5 |
Bank of New York Mellon
New York
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$35.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$35M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$33.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$23.2M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$21.8M |
WEC Hedge Fund Activity: Q3 2014 in Review
517 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2014, worth a combined $7.47B — down 4.9% from $7.86B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of WEC and 37 opened new positions — a net loss of 14 holders — while 175 trimmed existing stakes and 182 added.
The largest buyer was Epoch Investment Partners, adding an estimated $101M. The largest seller was Norges Bank, cutting an estimated $35.2M.
- 517 institutional investors held WEC Energy (WEC) as of Q3 2014, down from 536 in Q2 2014.
- Funds reported $7.47B of WEC Energy stock for Q3 2014, down 4.9% quarter-over-quarter.
- 37 funds opened new WEC Energy positions in Q3 2014 and 51 closed out, a net change of -14 holders.
- The largest WEC Energy buyer in Q3 2014 was Epoch Investment Partners, an estimated $101M added.
- The largest WEC Energy seller in Q3 2014 was Norges Bank, an estimated $35.2M sold.
Based on aggregated 13F filings for Q3 2014.