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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 %
RFS
426
Rockefeller Financial Services
New York
$63K – – –
IMS
427
Index Management Solutions
Pennsylvania
$63K +$63K +1,556 New
OIA
428
Optimum Investment Advisors
Illinois
$61K +$61K +1,500 New
OMCS
429
Old Mutual Customised Solutions
South Africa
$57K – – –
AF
430
Arrow Financial
New York
$52K – – –
ST
431
Smithfield Trust
Pennsylvania
$52K – – –
TWA
432
TCI Wealth Advisors
Arizona
$51K – – –
SAMC
433
Shinko Asset Management Company
Japan
$48K – – –
SC
434
StellarOne Corp
Virginia
$48K – – –
S
435
SignatureFD
Georgia
$43K +$40.2K +1,000 +1,429%
SNT
436
Security National Trust
West Virginia
$40K -$28.6K -715 -42%
LWCFA
437
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K – – –
WA
438
WealthTrust-Arizona
Arizona
$36K – – –
BAM
439
Barrett Asset Management
New York
$36K – – –
CFSG
440
Community Financial Services Group
Vermont
$36K – – –
HI
441
Hudock Inc
Pennsylvania
$36K – – –
FHA
442
First Horizon Advisors
Tennessee
$36K +$36K +900 New
Northwestern Mutual Wealth Management
443
Northwestern Mutual Wealth Management
Wisconsin
$33K +$33K +807 New
MAM
444
Mizuho Asset Management
Japan
$27K – – –
Envestnet Asset Management
445
Envestnet Asset Management
Illinois
$24K -$216K -5,257 -90%
WRM
446
Westport Resources Management
Connecticut
$23K – – –
MIM
447
Macroview Investment Management
Maryland
$20K -$720 -18 -3%
PTC
448
Private Trust Company
Ohio
$20K – – –
WF
449
WealthTrust Fairport
Ohio
$20K – – –
PAS
450
Partnervest Advisory Services
California
$20K +$205 +5 +1%
16 17
18
19 20