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WEC Energy
WEC

Overview Fund Activity

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
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

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$42.4M
3
EAM
Edge Asset Management
Washington
+$40.4M
4
JHIU
Janus Henderson Investors US
Colorado
+$33.7M
5
ARC
Absolute Return Capital
Massachusetts
+$30.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$59M
2
Cohen & Steers
Cohen & Steers
New York
-$58.2M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$53.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$36.7M
5
Jennison Associates
Jennison Associates
New York
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
401
LifePlan Financial Group
Ohio
$153K +$149K +3,700 +4,111%
GH
402
GAM Holding
Switzerland
$146K -$454K -11,262 -76%
WIL
403
Winifred I. Li
$145K – – –
Jones Financial Companies
404
Jones Financial Companies
Missouri
$143K +$28.4K +706 +25%
BPBT
405
Boston Private Bank & Trust
Massachusetts
$141K – – –
JWM
406
Jacobus Wealth Management
Wisconsin
$140K – – –
SSB
407
Sandy Spring Bank
Maryland
$139K – – –
HDIM
408
Hanson & Doremus Investment Management
Vermont
$128K – – –
1IC
409
1919 Investment Counsel
Maryland
$121K – – –
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$113K – – –
TCM
411
TD Capital Management
Tennessee
$112K – – –
GLI
412
Guardian Life Insurance
New York
$111K – – –
RNS
413
Robert N. Shapiro
$107K -$18.2K -450 -15%
AFIA
414
America First Investment Advisors
Nebraska
$93K +$35.2K +870 +61%
ECM
415
Endex Capital Management
Kansas
$92K – – –
FBC
416
Fairfield, Bush & Co
Connecticut
$89K – – –
FA
417
Friess Associates
Delaware
$89K +$89K +2,200 New
WA
418
WFG Advisors
Texas
$87K +$644 +16 +0.7%
EWM
419
Evercore Wealth Management
New York
$82K -$22.2K -554 -21%
QAM
420
QCI Asset Management
New York
$81K – – –
HPBT
421
High Point Bank & Trust
North Carolina
$81K – – –
SF
422
Synovus Financial
Georgia
$79K -$6.71K -167 -8%
GIS
423
Guardian Investor Services
New York
$74K -$1.13K -28 -2%
JFA
424
JNBA Financial Advisors
Minnesota
$70K – – –
AAM
425
Advisors Asset Management
Colorado
$69K +$12.6K +312 +22%
15 16
17
18 19