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WEC Energy

489 hedge funds and large institutions have $6.79B invested in WEC Energy in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 178 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,269% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $1.48M

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 468489 (+21)

1.93% more ownership

Funds ownership: 70.69%72.63% (+1.9%)

17% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 178

19% less capital invested

Capital invested by funds: $8.43B → $6.79B (-$1.64B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
489
Holders Change
+21
Holders Change %
+4.49%
% of All Funds
14.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
54
Increased
148
Reduced
178
Closed
30
Calls
$20.3M
Puts
$1.48M
Net Calls
+$18.8M
Net Calls Change
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
401
U.S. Global Investors (USGI)
Texas
$215K +$216K +5,200 New
M&T Bank
402
M&T Bank
New York
$209K
AP
403
Appleton Partners
Massachusetts
$207K
FAAS
404
First Allied Advisory Services
California
$207K +$216K +5,215 New
LFG
405
LifePlan Financial Group
Ohio
$206K +$49.8K +1,200 +32%
LI
406
LVZ Inc
Michigan
$202K +$202K +4,880 New
PP
407
Palladium Partners
Virginia
$201K
AIP
408
Ameritas Investment Partners
Nebraska
$201K +$202K +4,864 New
NAMA
409
Nikko Asset Management Americas
New York
$199K +$199K +4,800 New
BFEC
410
Benjamin F. Edwards & Company
Missouri
$195K +$23.8K +574 +14%
CPA
411
Cowen Prime Advisors
New York
$186K
HIM
412
Hillsdale Investment Management
Ontario, Canada
$186K +$8.3K +200 +5%
PL
413
Parkwood LLC
Ohio
$186K +$187K +4,499 New
AAM
414
Advisors Asset Management
Colorado
$172K +$101K +2,438 +142%
HI
415
Hudock Inc
Pennsylvania
$164K +$127K +3,056 +340%
CFS
416
Community Financial System
New York
$159K -$24.9K -600 -13%
GH
417
GAM Holding
Switzerland
$150K
WIL
418
Winifred I. Li
$149K
Toronto Dominion Bank
419
Toronto Dominion Bank
Ontario, Canada
$149K +$150K +3,615 New
BPBT
420
Boston Private Bank & Trust
Massachusetts
$145K
SSB
421
Sandy Spring Bank
Maryland
$142K
HDIM
422
Hanson & Doremus Investment Management
Vermont
$131K
WEC
423
Winslow Evans & Crocker
Massachusetts
$131K +$131K +3,158 New
TRCT
424
Tower Research Capital (TRC)
New York
$130K +$121K +2,913 +1,240%
1IC
425
1919 Investment Counsel
Maryland
$124K