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WEC Energy
WEC

Overview Fund Activity

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.

Holders
489
Holders Change
+21
Holders Change %
+4.49%
% of All Funds
14.2%
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

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$280M
2
Deutsche Bank
2
Deutsche Bank
Germany
$253M
3
BG
3
Bahl & Gaynor
Ohio
$49.7M
4
Northern Trust
4
Northern Trust
Illinois
$170M
5
MAA
5
Managed Account Advisors
New Jersey
$53.4M

Top Sellers

1
EAM
1
Edge Asset Management
Washington
$40.4M
2
AI
2
Analytic Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$172M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$26.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KLWA
426
Kelly Lawrence W & Associates
California
$124K 3,000 +3,000 New
EFSCE
427
Enterprise Financial Services Corp (EFSC)
Missouri
$116K 2,800 – –
JWM
428
Jacobus Wealth Management
Wisconsin
$115K 2,775 -690 -20%
AFIA
429
America First Investment Advisors
Nebraska
$95K 2,298 – –
FA
430
Friess Associates
Delaware
$95K 2,300 +100 +5%
ECM
431
Endex Capital Management
Kansas
$94K 2,270 – –
PIA
432
Piedmont Investment Advisors
North Carolina
$89.2K 2,157 -58,570 -96%
WA
433
WFG Advisors
Texas
$89K 2,159 -2 -0.1%
HPBT
434
High Point Bank & Trust
North Carolina
$83K 2,000 – –
QAM
435
QCI Asset Management
New York
$83K 2,000 – –
SF
436
Synovus Financial
Georgia
$81K 1,977 +12 +0.6%
ST
437
Smithfield Trust
Pennsylvania
$79K 1,923 +623 +48%
WA
438
Waverly Advisors
Alabama
$79K 1,905 +1,905 New
IMS
439
Index Management Solutions
Pennsylvania
$77K 1,860 +304 +20%
GIS
440
Guardian Investor Services
New York
$76K 1,833 – –
EWM
441
Evercore Wealth Management
New York
$74K 1,775 -269 -13%
JFA
442
JNBA Financial Advisors
Minnesota
$67K 1,630 -98 -6%
RFS
443
Rockefeller Financial Services
New York
$65K 1,571 – –
OIA
444
Optimum Investment Advisors
Illinois
$62K 1,500 – –
OMCS
445
Old Mutual Customised Solutions
South Africa
$58K 1,400 – –
AF
446
Arrow Financial
New York
$54K 1,300 – –
GLI
447
Guardian Life Insurance
New York
$53K 1,285 -1,470 -53%
TWA
448
TCI Wealth Advisors
Arizona
$52K 1,266 – –
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$46K 1,107 +300 +37%
SAMC
450
Shinko Asset Management Company
Japan
$41K 1,000 -200 -17%
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18
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