WEC Energy
WEC
786 hedge funds and large institutions have $15.3B invested in WEC Energy in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 48 closing their positions.
140% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 48
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
9% more funds holding
Funds holding: 721 → 786 (+65)
6% more capital invested
Capital invested by funds: $14.4B → $15.3B (+$905M)
6% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $13.5M
0.43% more ownership
Funds ownership: 72.67% → 73.1% (+0.43%)
8% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 260
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$111M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$102M |
| 3 |
Barclays
London,
United Kingdom
|
+$70.2M |
| 4 |
Renaissance Technologies
New York
|
+$47M |
| 5 |
BlackRock
New York
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$142M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$107M |
| 3 |
RFS
Rockefeller Financial Services
New York
|
-$34.7M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$33M |
| 5 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
-$31.3M |
WEC Hedge Fund Activity: Q4 2017 in Review
786 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2017, worth a combined $15.3B — up 6.3% from $14.4B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new WEC positions and 48 closed out — a net gain of 67 holders — while 238 added to existing stakes and 260 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $111M. The largest seller was Bank of America, cutting an estimated $142M.
- 786 institutional investors held WEC Energy (WEC) as of Q4 2017, up from 721 in Q3 2017.
- Funds reported $15.3B of WEC Energy stock for Q4 2017, up 6.3% quarter-over-quarter.
- 115 funds opened new WEC Energy positions in Q4 2017 and 48 closed out, a net change of +67 holders.
- The largest WEC Energy buyer in Q4 2017 was JP Morgan Chase, an estimated $111M added.
- The largest WEC Energy seller in Q4 2017 was Bank of America, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2017.