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WEC Energy
WEC

Overview Fund Activity

560 hedge funds and large institutions have $8.31B invested in WEC Energy in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 172 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+10
Holders Change %
+1.82%
% of All Funds
14.94%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
55
Increased
172
Reduced
206
Closed
41
Calls
$15.3M
Puts
$4.91M
Net Calls
+$10.4M
Net Calls Change
-$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$911M
2
ED
2
Exane Derivatives
France
$21.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$228M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$18.3M
5
EAM
5
Edge Asset Management
Washington
$70.4M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$380M
2
Invesco
2
Invesco
Georgia
$37.3M
3
State Street
3
State Street
Massachusetts
$572M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
501
Arrow Financial
New York
$64K – – –
WCM
502
Wealthcare Capital Management
Virginia
$64K +$64K +1,284 New
TWA
503
TCI Wealth Advisors
Arizona
$63K – – –
WAS
504
Winch Advisory Services
Wisconsin
$56K +$56K +1,131 New
BRWM
505
B. Riley Wealth Management
Tennessee
$52K +$443 +9 +0.9%
SNT
506
Security National Trust
West Virginia
$50K – – –
DOA
507
D'Orazio & Associates
Virginia
$50K +$14.9K +300 +42%
SHJ
508
Sharkey, Howes & Javer
Colorado
$50K +$50K +1,000 New
GLI
509
Guardian Life Insurance
New York
$49K -$14.4K -290 -23%
MMG
510
Monetary Management Group
Missouri
$49K – – –
PIM
511
Parasol Investment Management
Illinois
$48K – – –
FHA
512
First Horizon Advisors
Tennessee
$45K – – –
CFSG
513
Community Financial Services Group
Vermont
$45K +$495 +10 +1%
BAM
514
Barrett Asset Management
New York
$44K – – –
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$39K +$9.39K +188 +32%
AW
516
Alpha Windward
Massachusetts
$35K -$461K -9,360 -93%
IMS
517
Index Management Solutions
Pennsylvania
$35K -$12K -245 -26%
SAMC
518
Shinko Asset Management Company
Japan
$35K -$4.94K -99 -12%
WC
519
Whitnell & Co
Illinois
$35K +$35K +700 New
CG
520
Colony Group
Massachusetts
$29K -$212K -4,245 -88%
AIM
521
Advantage Investment Management
Iowa
$28K – – –
TCOV
522
Trust Company of Vermont
Vermont
$26K – – –
MIM
523
Macroview Investment Management
Maryland
$25K – – –
PFSC
524
Peoples Financial Services Corp
Pennsylvania
$19K – – –
JIC
525
Joel Isaacson & Co
New York
$19K – – –
19 20
21
22 23