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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
EFS
476
Essex Financial Services
Connecticut
$206K +$220K +4,587 New
Parallax Volatility Advisers
477
Parallax Volatility Advisers
California
$205K +$77.9K +1,622 +55%
APFBOT
478
Amica Pension Fund Board of Trustees
Rhode Island
$205K +$219K +4,564 New
TYCC
479
Texas Yale Capital Corp
Florida
$203K +$216K +4,506 New
IWMPD
480
Integrated Wealth Management (Palm Desert)
California
$202K -$1.49K -31 -0.7%
CPA
481
Cowen Prime Advisors
New York
$202K
FCI
482
Financial Counselors Inc
Kansas
$201K -$182K -3,788 -46%
SSB
483
Sandy Spring Bank
Maryland
$199K -$14.4K -300 -6%
HI
484
Hudock Inc
Pennsylvania
$188K +$10.8K +225 +6%
HCMT
485
Highland Capital Management (Tennessee)
Tennessee
$173K -$14.4K -300 -7%
BCM
486
Brookstone Capital Management
Illinois
$166K +$177K +3,695 New
PIA
487
Peachtree Investment Advisors
Georgia
$162K
TFO
488
Tarbox Family Office
California
$158K +$168K +3,509 New
OMCS
489
Old Mutual Customised Solutions
South Africa
$157K +$62.4K +1,300 +59%
WEC
490
Winslow Evans & Crocker
Massachusetts
$151K
W
491
Wealthfront
California
$147K +$83.7K +1,744 +116%
HDIM
492
Hanson & Doremus Investment Management
Vermont
$135K
KLWA
493
Kelly Lawrence W & Associates
California
$135K
VFA
494
Virtus Fund Advisers
Connecticut
$133K +$142K +2,949 New
GI
495
Gradient Investments
Minnesota
$130K +$132K +2,756 +2,041%
FM
496
Forward Management
California
$127K +$135K +2,820 New
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$126K
Citadel Advisors
498
Citadel Advisors
Florida
$125K -$180K -3,759 -57%
WA
499
WFG Advisors
Texas
$121K +$6.1K +127 +5%
Twin Tree Management
500
Twin Tree Management
Texas
$121K +$129K +2,681 New

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.