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WEC Energy

468 hedge funds and large institutions have $8.43B invested in WEC Energy in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

968% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $2.52M

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

32% more capital invested

Capital invested by funds: $6.37B → $8.43B (+$2.07B)

10% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 144

4% more funds holding

Funds holding: 450468 (+18)

2.69% more ownership

Funds ownership: 68%70.69% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
15.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
54
Increased
159
Reduced
144
Closed
33
Calls
$26.9M
Puts
$2.52M
Net Calls
+$24.4M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
26
W.H. Reaves & Co
New Jersey
$66.4M +$6.53M +156,715 +11%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$65.5M +$2.46M +59,134 +4%
Legal & General Group
28
Legal & General Group
United Kingdom
$61.7M +$4.51M +108,310 +8%
Invesco
29
Invesco
Georgia
$60.4M -$11.9M -285,653 -16%
WCM
30
Winton Capital Management
United Kingdom
$59.8M -$4.65M -111,750 -7%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$58.3M -$55.6M -1,335,125 -48%
JHIU
32
Janus Henderson Investors US
Colorado
$53.6M +$34.8M +835,600 +170%
Morgan Stanley
33
Morgan Stanley
New York
$49.9M +$9.81M +235,568 +24%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$48.6M -$9.08M -218,054 -15%
UBS AM
35
UBS AM
Illinois
$45.2M -$639K -15,355 -1%
Norges Bank
36
Norges Bank
Norway
$40.9M +$1.02M +24,570 +2%
ARC
37
Absolute Return Capital
Massachusetts
$40.5M +$31.5M +756,704 +307%
CI
38
Cincinnati Insurance
Ohio
$39.5M
TCIM
39
TIAA CREF Investment Management
New York
$38.8M -$1.68M -40,363 -4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$38.4M +$641K +15,400 +2%
GF
41
Gabelli Funds
New York
$37.5M -$416K -10,000 -1%
EIP
42
Energy Income Partners
Connecticut
$35.9M +$5.32M +127,830 +17%
BIM
43
BlackRock Investment Management
Delaware
$33.1M -$501K -12,030 -1%
First Trust Advisors
44
First Trust Advisors
Illinois
$32.9M +$2.77M +66,559 +9%
SIA
45
Sit Investment Associates
Minnesota
$32.3M +$602K +14,465 +2%
AI
46
Analytic Investors
California
$28.8M +$3.42M +82,032 +13%
CWAM
47
Columbia Wanger Asset Management
Illinois
$28.3M
DPIM
48
Duff & Phelps Investment Management
Illinois
$27.8M +$25M +601,560 +693%
BlackRock
49
BlackRock
New York
$27.8M +$41.6K +998 +0.1%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$27M +$641K +15,400 +2%

WEC Hedge Fund Activity: Q3 2013 in Review

468 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2013, worth a combined $8.43B — up 32% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new WEC positions and 33 closed out — a net gain of 21 holders — while 159 added to existing stakes and 144 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $60.8M.

  • 468 institutional investors held WEC Energy (WEC) as of Q3 2013, up from 450 in Q2 2013.
  • Funds reported $8.43B of WEC Energy stock for Q3 2013, up 32% quarter-over-quarter.
  • 54 funds opened new WEC Energy positions in Q3 2013 and 33 closed out, a net change of +21 holders.
  • The largest WEC Energy buyer in Q3 2013 was Deutsche Bank, an estimated $156M added.
  • The largest WEC Energy seller in Q3 2013 was Bank of America, an estimated $60.8M sold.

Based on aggregated 13F filings for Q3 2013.