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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
S
451
SignatureFD
Georgia
$41K -$2.9K -70 -7%
SNT
452
Security National Trust
West Virginia
$41K
MMG
453
Monetary Management Group
Missouri
$41K +$41.5K +1,000 New
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
BAM
455
Barrett Asset Management
New York
$37K
WA
456
WealthTrust-Arizona
Arizona
$37K
FHA
457
First Horizon Advisors
Tennessee
$37K +$290 +7 +0.8%
PIM
458
Parasol Investment Management
Illinois
$36K +$36.5K +880 New
DOA
459
D'Orazio & Associates
Virginia
$29K +$29.5K +710 New
RNS
460
Robert N. Shapiro
$26K -$83K -2,000 -75%
Bessemer Group
461
Bessemer Group
New Jersey
$25K +$24.1K +580 New
WRM
462
Westport Resources Management
Connecticut
$24K
PAS
463
Partnervest Advisory Services
California
$24K +$4.32K +104 +21%
MIM
464
Macroview Investment Management
Maryland
$21K
PTC
465
Private Trust Company
Ohio
$21K
TCOV
466
Trust Company of Vermont
Vermont
$19K
PSUF
467
People's United Financial
Connecticut
$18K
FBT
468
Founders Bank & Trust
Michigan
$17K
JIC
469
Joel Isaacson & Co
New York
$16K
PFSC
470
Peoples Financial Services Corp
Pennsylvania
$16K +$15.6K +375 New
WF
471
WealthTrust Fairport
Ohio
$12K -$8.09K -195 -40%
EWM
472
Edge Wealth Management
New York
$12K
WCM
473
Windsor Capital Management
Arizona
$11K
Manulife (Manufacturers Life Insurance)
474
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.06K -$1.17M -28,144 -11%
HCM
475
Highlander Capital Management
New Jersey
$8.27K