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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
KLWA
426
Kelly Lawrence W & Associates
California
$124K +$124K +3,000 New
EFSCE
427
Enterprise Financial Services Corp (EFSC)
Missouri
$116K
JWM
428
Jacobus Wealth Management
Wisconsin
$115K -$28.6K -690 -20%
AFIA
429
America First Investment Advisors
Nebraska
$95K
FA
430
Friess Associates
Delaware
$95K +$4.15K +100 +5%
ECM
431
Endex Capital Management
Kansas
$94K
PIA
432
Piedmont Investment Advisors
North Carolina
$89.2K -$2.43M -58,570 -96%
WA
433
WFG Advisors
Texas
$89K -$83 -2 -0.1%
HPBT
434
High Point Bank & Trust
North Carolina
$83K
QAM
435
QCI Asset Management
New York
$83K
SF
436
Synovus Financial
Georgia
$81K +$498 +12 +0.6%
ST
437
Smithfield Trust
Pennsylvania
$79K +$25.9K +623 +48%
WA
438
Waverly Advisors
Alabama
$79K +$79K +1,905 New
IMS
439
Index Management Solutions
Pennsylvania
$77K +$12.6K +304 +20%
GIS
440
Guardian Investor Services
New York
$76K
EWM
441
Evercore Wealth Management
New York
$74K -$11.2K -269 -13%
JFA
442
JNBA Financial Advisors
Minnesota
$67K -$4.07K -98 -6%
RFS
443
Rockefeller Financial Services
New York
$65K
OIA
444
Optimum Investment Advisors
Illinois
$62K
OMCS
445
Old Mutual Customised Solutions
South Africa
$58K
AF
446
Arrow Financial
New York
$54K
GLI
447
Guardian Life Insurance
New York
$53K -$61K -1,470 -53%
TWA
448
TCI Wealth Advisors
Arizona
$52K
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$46K +$12.4K +300 +37%
SAMC
450
Shinko Asset Management Company
Japan
$41K -$8.3K -200 -17%