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WEC Energy

710 hedge funds and large institutions have $13.7B invested in WEC Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 245 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

1% more capital invested

Capital invested by funds: $13.6B → $13.7B (+$111M)

0% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 244

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 711710 (-1)

0.36% less ownership

Funds ownership: 70.88%70.52% (-0.36%)

34% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $15.9M

Holders
710
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
17.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
58
Increased
245
Reduced
244
Closed
51
Calls
$10.5M
Puts
$15.9M
Net Calls
-$5.43M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$107M +$14.3M +231,647 +15%
Swiss National Bank
27
Swiss National Bank
Switzerland
$106M +$2.32M +37,600 +2%
WHG
28
Westwood Holdings Group
Texas
$104M -$7.74M -125,358 -7%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$99.9M +$7.76M +125,681 +8%
PAMU
30
Pictet Asset Management (UK)
United Kingdom
$95.9M -$5.72M -92,590 -6%
MAM
31
Magellan Asset Management
Australia
$93.5M +$8.76M +141,842 +10%
Charles Schwab
32
Charles Schwab
California
$91.4M +$2.71M +43,841 +3%
Goldman Sachs
33
Goldman Sachs
New York
$74.7M -$500K -8,099 -0.7%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$73.7M +$71.5M +1,157,227 +2,687%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$66M +$6.65M +107,720 +11%
WHRC
36
W.H. Reaves & Co
New Jersey
$62.2M -$1.19M -19,200 -2%
PPA
37
Parametric Portfolio Associates
Washington
$60.6M +$20.8M +336,843 +52%
RJA
38
Raymond James & Associates
Florida
$60.4M +$164K +2,652 +0.3%
CI
39
Cincinnati Insurance
Ohio
$60M
First Trust Advisors
40
First Trust Advisors
Illinois
$53.8M +$1.08M +17,502 +2%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$53M -$1.17M -19,005 -2%
GC
42
Guggenheim Capital
Illinois
$51.1M -$1.1M -17,837 -2%
TSW
43
Thompson Siegel & Walmsley
Virginia
$50.8M -$7.53M -121,937 -13%
RFS
44
Rockefeller Financial Services
New York
$50.7M +$1.75M +28,277 +4%
GF
45
Gabelli Funds
New York
$49.9M -$1.05M -17,000 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$48.9M +$198K +3,200 +0.4%
Invesco
47
Invesco
Georgia
$48.5M -$69.9M -1,132,090 -59%
HAI
48
Hennessy Advisors Inc
California
$48.3M -$1.31M -21,250 -3%
TCIM
49
TIAA CREF Investment Management
New York
$48.2M -$1.24M -20,095 -2%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$44M +$478K +7,741 +1%

WEC Hedge Fund Activity: Q2 2017 in Review

710 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2017, worth a combined $13.7B — up 0.82% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WEC positions and 51 closed out — a net gain of 7 holders — while 245 added to existing stakes and 244 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $106M. The largest seller was Invesco, cutting an estimated $69.9M.

  • 710 institutional investors held WEC Energy (WEC) as of Q2 2017, down from 711 in Q1 2017.
  • Funds reported $13.7B of WEC Energy stock for Q2 2017, up 0.82% quarter-over-quarter.
  • 58 funds opened new WEC Energy positions in Q2 2017 and 51 closed out, a net change of +7 holders.
  • The largest WEC Energy buyer in Q2 2017 was Principal Financial Group, an estimated $106M added.
  • The largest WEC Energy seller in Q2 2017 was Invesco, an estimated $69.9M sold.

Based on aggregated 13F filings for Q2 2017.