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WEC Energy
WEC

Overview Fund Activity

623 hedge funds and large institutions have $12.9B invested in WEC Energy in 2015 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 189 reducing their positions, and 84 closing their positions.

Holders
623
Holders Change
+26
Holders Change %
+4.36%
% of All Funds
17.41%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
112
Increased
217
Reduced
189
Closed
84
Calls
$15M
Puts
$7.24M
Net Calls
+$7.76M
Net Calls Change
+$354K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$348M
2
Bank of America
2
Bank of America
North Carolina
$195M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$159M
4
SBAM
4
Santa Barbara Asset Management
California
$102M
5
Invesco
5
Invesco
Georgia
$132M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$31.6M
2
JHIU
2
Janus Henderson Investors US
Colorado
$77.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$29.2M
4
Barclays
4
Barclays
United Kingdom
$9.35M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
426
Inspirion Wealth Advisors
Illinois
$331K – – –
VIA
427
Vantage Investment Advisors
Pennsylvania
$329K – – –
NRS
428
Neville Rodie & Shaw
New York
$329K – – –
BDF
429
Balasa Dinverno & Foltz
$327K +$327K +6,257 New
Truist Financial
430
Truist Financial
North Carolina
$321K +$321K +6,139 New
WOC
431
West Oak Capital
California
$319K – – –
SW
432
SVB Wealth
Massachusetts
$319K -$94.6K -1,810 -23%
BOTW
433
Bank of the West
California
$313K +$313K +6,009 New
NSAM
434
North Star Asset Management
Wisconsin
$311K -$59K -1,130 -16%
NPC
435
National Planning Corporation
California
$310K -$167K -3,207 -35%
CFB
436
Cullen/Frost Bankers
Texas
$308K +$308K +5,898 New
AIP
437
Ameritas Investment Partners
Nebraska
$306K +$275K +5,268 +893%
CO
438
Caldwell & Orkin
Georgia
$305K – – –
UB
439
UMB Bank
Missouri
$305K – – –
Bank of Nova Scotia
440
Bank of Nova Scotia
Ontario, Canada
$304K +$8.89K +170 +3%
VIM
441
Veritas Investment Management
United Kingdom
$303K – – –
PAM
442
PartnerRe Asset Management
Connecticut
$298K +$678 +13 +0.2%
FDS
443
First Dallas Securities
Texas
$295K – – –
LIC
444
Lodestar Investment Counsel
Illinois
$294K – – –
NA
445
Navellier & Associates
Nevada
$293K +$28.3K +542 +11%
FAAS
446
First Allied Advisory Services
California
$289K +$21.6K +414 +8%
W
447
Wealthfront
California
$287K +$117K +2,245 +69%
FAM
448
Fred Alger Management
New York
$287K +$287K +5,500 New
CL
449
CSS LLC
Illinois
$286K -$308K -5,900 -52%
TF
450
Tompkins Financial
New York
$285K +$285K +5,461 New
16 17
18
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