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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
Goldman Sachs
26
Goldman Sachs
New York
$74.8M +$50.6M +1,053,012 +173%
UBS AM
27
UBS AM
Illinois
$73M +$5.71M +118,934 +8%
EAM
28
Edge Asset Management
Washington
$71.4M +$8M +166,559 +12%
GF
29
Gabelli Funds
New York
$61.8M +$33.3M +694,599 +102%
AllianceBernstein
30
AllianceBernstein
Tennessee
$59.2M +$7.9M +164,574 +14%
Morgan Stanley
31
Morgan Stanley
New York
$57.3M +$14.6M +303,521 +31%
Bank of America
32
Bank of America
North Carolina
$50.9M +$1.11M +23,028 +2%
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$49.7M +$722K +15,048 +2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$48.5M +$16M +333,987 +45%
GC
35
Guggenheim Capital
Illinois
$48.5M +$14.7M +305,627 +40%
Swiss National Bank
36
Swiss National Bank
Switzerland
$47.5M +$3.97M +82,685 +8%
TSW
37
Thompson Siegel & Walmsley
Virginia
$44.7M +$3.19M +66,480 +7%
BIM
38
BlackRock Investment Management
Delaware
$44.3M +$11.3M +235,031 +31%
CI
39
Cincinnati Insurance
Ohio
$44M
Wellington Management Group
40
Wellington Management Group
Massachusetts
$43.6M -$47.6M -991,191 -51%
WHRC
41
W.H. Reaves & Co
New Jersey
$41M +$34.2M +712,090 +356%
Deutsche Bank
42
Deutsche Bank
Germany
$39.9M -$234M -4,867,306 -85%
HAI
43
Hennessy Advisors Inc
California
$39.9M +$32.5M +677,330 +322%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$36.5M +$6.16M +128,317 +19%
AT
45
AMF Tjänstepension
Sweden
$36.5M +$6.74M +140,470 +21%
DPIM
46
Duff & Phelps Investment Management
Illinois
$36.1M +$38.4M +800,000 New
BlackRock
47
BlackRock
New York
$35.7M +$5.67M +118,119 +17%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$35.1M +$6.01M +125,105 +19%
PPA
49
Parametric Portfolio Associates
Washington
$34.6M +$11.4M +237,523 +45%
EIP
50
Energy Income Partners
Connecticut
$34.3M +$1.32M +27,475 +4%

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.