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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
Cambridge Investment Research Advisors
451
Cambridge Investment Research Advisors
Iowa
$233K -$810K -16,872 -76%
CAM
452
Carret Asset Management
New York
$233K
MIH
453
Madison Investment Holdings
Wisconsin
$233K +$37.1K +772 +18%
LI
454
LVZ Inc
Michigan
$232K
ATC
455
Argent Trust Co
Tennessee
$229K
FAAS
456
First Allied Advisory Services
California
$229K +$51.6K +1,075 +27%
NA
457
Navellier & Associates
Nevada
$228K +$31.4K +654 +15%
OSNBOA
458
Old Second National Bank of Aurora
Illinois
$227K
LBG
459
Lloyds Banking Group
United Kingdom
$227K +$87.7K +1,827 +57%
FMLI
460
Fukoku Mutual Life Insurance
Japan
$225K
LFG
461
LifePlan Financial Group
Ohio
$225K
MCM
462
MAI Capital Management
Ohio
$222K +$21.9K +456 +10%
WSFS
463
Wilmington Savings Fund Society
Delaware
$219K +$22.3K +464 +11%
PRCM
464
Pine River Capital Management
Minnesota
$216K -$1.18M -24,507 -84%
CFMC
465
Curbstone Financial Management Corp
New Hampshire
$216K +$231K +4,803 New
MPI
466
Mairs & Power Inc
Minnesota
$215K +$229K +4,777 New
PP
467
Palladium Partners
Virginia
$214K -$2.4K -50 -1%
WA
468
Wealth Architects
California
$214K +$228K +4,756 New
BA
469
BKS Advisors
Michigan
$213K
UCFA
470
United Capital Financial Advisors
Texas
$213K +$227K +4,727 New
WPC
471
White Pine Capital
Minnesota
$213K +$227K +4,737 New
TU
472
TDAM USA
Ontario, Canada
$212K -$13.9M -288,760 -98%
AP
473
AHL Partners
United Kingdom
$210K -$146K -3,042 -39%
TNBTD
474
Trustmark National Bank Trust Department
Mississippi
$210K +$220K +4,584 New
IB
475
Intrust Bank
Kansas
$209K -$96 -2 -0%

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.