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WEC Energy
WEC

536 hedge funds and large institutions have $7.86B invested in WEC Energy in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 189 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,386% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $2.03M

116% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 162

6% more funds holding

Funds holding: 504 → 536 (+32)

0% less capital invested

Capital invested by funds: $7.86B → $7.86B (-$2.71M)

0.49% less ownership

Funds ownership: 74.9% → 74.41% (-0.49%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
536
Holders Change
+32
Holders Change %
+6.35%
% of All Funds
15.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
67
Increased
189
Reduced
162
Closed
31
Calls
$30.1M
Puts
$2.03M
Net Calls
+$28.1M
Net Calls Change
-$22M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$49.3M
2
Norges Bank
Norges Bank
Norway
+$46.3M
3
State Street
State Street
Massachusetts
+$38M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$30.5M
5
BFA
BlackRock Fund Advisors
California
+$24.9M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$64.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$63.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$57.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$51.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$49.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$72.6M +$14M +301,731 +24%
American Century Companies
27
American Century Companies
Missouri
$70.1M +$14.2M +305,961 +26%
BG
28
Bahl & Gaynor
Ohio
$64.8M +$4.15M +89,285 +7%
Invesco
29
Invesco
Georgia
$64.5M +$3.22M +69,395 +5%
MAA
30
Managed Account Advisors
New Jersey
$63.3M +$368K +7,927 +0.6%
Bank of America
31
Bank of America
North Carolina
$61.5M +$1.75M +37,602 +3%
EIP
32
Energy Income Partners
Connecticut
$51.5M +$6.76M +145,554 +15%
AllianceBernstein
33
AllianceBernstein
Tennessee
$51.3M +$698K +15,023 +1%
Morgan Stanley
34
Morgan Stanley
New York
$49.1M +$2.96M +63,795 +6%
CI
35
Cincinnati Insurance
Ohio
$45.9M – – –
Swiss National Bank
36
Swiss National Bank
Switzerland
$44.2M +$334K +7,200 +0.8%
GF
37
Gabelli Funds
New York
$43.7M +$557K +12,000 +1%
EAM
38
Edge Asset Management
Washington
$42.4M -$3.37M -72,613 -7%
GC
39
Guggenheim Capital
Illinois
$41.2M +$9.65M +207,771 +31%
BIM
40
BlackRock Investment Management
Delaware
$38.7M +$511K +11,006 +1%
PAM
41
Panagora Asset Management
Massachusetts
$37.5M +$5.95M +128,142 +19%
CS
42
Credit Suisse
Switzerland
$36.8M +$9.06M +195,108 +33%
Goldman Sachs
43
Goldman Sachs
New York
$36.1M +$8.83K +190 +0%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$36M +$348K +7,500 +1%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$35M +$985K +21,200 +3%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$35M -$57.1M -1,229,833 -62%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$33.7M – – –
BlackRock
48
BlackRock
New York
$33.4M -$1.33M -28,526 -4%
CWAM
49
Columbia Wanger Asset Management
Illinois
$32.8M – – –
SIA
50
Sit Investment Associates
Minnesota
$32.8M +$1.73M +37,150 +6%
1
2
3 4 5

WEC Hedge Fund Activity: Q2 2014 in Review

536 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2014, worth a combined $7.86B — down 0.03% from $7.86B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WEC positions and 31 closed out — a net gain of 36 holders — while 189 added to existing stakes and 162 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $49.3M. The largest seller was Bank of New York Mellon, cutting an estimated $64.6M.

  • 536 institutional investors held WEC Energy (WEC) as of Q2 2014, up from 504 in Q1 2014.
  • Funds reported $7.86B of WEC Energy stock for Q2 2014, down 0.03% quarter-over-quarter.
  • 67 funds opened new WEC Energy positions in Q2 2014 and 31 closed out, a net change of +36 holders.
  • The largest WEC Energy buyer in Q2 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $49.3M added.
  • The largest WEC Energy seller in Q2 2014 was Bank of New York Mellon, an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2014.