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WEC Energy

598 hedge funds and large institutions have $8.81B invested in WEC Energy in 2015 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 104

114% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $6.51M

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

12.86% more ownership

Funds ownership: 74.59%87.45% (+13%)

7% more funds holding

Funds holding: 561598 (+37)

6% more capital invested

Capital invested by funds: $8.31B → $8.81B (+$500M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
598
Holders Change
+37
Holders Change %
+6.6%
% of All Funds
16.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
124
Increased
298
Reduced
104
Closed
81
Calls
$13.9M
Puts
$6.51M
Net Calls
+$7.41M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
426
JP Morgan Private Wealth Advisors
California
$288K -$70.5K -1,468 -19%
IWA
427
Inspirion Wealth Advisors
Illinois
$285K +$304K +6,342 New
VIA
428
Vantage Investment Advisors
Pennsylvania
$284K -$80.6K -1,679 -21%
NRS
429
Neville Rodie & Shaw
New York
$283K
MFS
430
MSI Financial Services
Massachusetts
$278K +$103K +2,148 +53%
SEC
431
Seven Eight Capital
New York
$276K +$293K +6,100 +12,708%
WOC
432
West Oak Capital
California
$275K -$459K -9,570 -61%
BIM
433
Bridges Investment Management
Nebraska
$274K +$9.75K +203 +3%
PCM
434
Prelude Capital Management
New York
$268K +$170K +3,533 +146%
TH
435
Timber Hill
Connecticut
$266K +$284K +5,922 New
FMW
436
Farr Miller & Washington
District of Columbia
$264K +$281K +5,862 New
CO
437
Caldwell & Orkin
Georgia
$262K -$25.2K -525 -8%
VIM
438
Veritas Investment Management
United Kingdom
$262K
DLCIG
439
D.L. Carlson Investment Group
New Hampshire
$260K -$4.8K -100 -2%
PAM
440
PartnerRe Asset Management
Connecticut
$256K +$43.1K +897 +19%
FDS
441
First Dallas Securities
Texas
$254K +$271K +5,640 New
Bank of Nova Scotia
442
Bank of Nova Scotia
Ontario, Canada
$254K +$271K +5,646 New
LIC
443
Lodestar Investment Counsel
Illinois
$253K +$25.7K +536 +11%
GLA
444
Great Lakes Advisors
Illinois
$252K +$9.79K +204 +4%
PNC
445
Park National Corp
Ohio
$249K
CI
446
Cowen Inc
New York
$247K +$264K +5,500 New
HB
447
Homrich & Berg
Georgia
$238K +$254K +5,300 New
PCMK
448
Paragon Capital Management (Kansas)
Kansas
$237K
TIA
449
Tiemann Investment Advisors
California
$235K +$12.3K +256 +5%
EOJOAM
450
E. Ohman J:or Asset Management
Sweden
$234K

WEC Hedge Fund Activity: Q2 2015 in Review

598 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2015, worth a combined $8.81B — up 6% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WEC positions and 81 closed out — a net gain of 43 holders — while 298 added to existing stakes and 104 trimmed.

The largest buyer was Vanguard Group, adding an estimated $373M. The largest seller was Deutsche Bank, cutting an estimated $234M.

  • 598 institutional investors held WEC Energy (WEC) as of Q2 2015, up from 561 in Q1 2015.
  • Funds reported $8.81B of WEC Energy stock for Q2 2015, up 6% quarter-over-quarter.
  • 124 funds opened new WEC Energy positions in Q2 2015 and 81 closed out, a net change of +43 holders.
  • The largest WEC Energy buyer in Q2 2015 was Vanguard Group, an estimated $373M added.
  • The largest WEC Energy seller in Q2 2015 was Deutsche Bank, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2015.