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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
PIA
501
Piedmont Investment Advisors
North Carolina
$113K +$13.3K +276 +12%
CGH
502
Cleary Gull Holdings
Wisconsin
$108K +$115K +2,400 New
AIM
503
Arcadia Investment Management
Michigan
$108K +$115K +2,405 New
AP
504
Atwood & Palmer
Missouri
$105K +$25.5K +531 +30%
HIM
505
Hillsdale Investment Management
Ontario, Canada
$103K +$28.8K +600 +35%
MAM
506
Mizuho Asset Management
Japan
$98K +$21.6K +450 +26%
PAIA
507
Park Avenue Institutional Advisers
New York
$96K +$102K +2,127 New
EWM
508
Evercore Wealth Management
New York
$95K
QAM
509
QCI Asset Management
New York
$90K
SHJ
510
Sharkey, Howes & Javer
Colorado
$90K +$48K +1,000 +100%
DBT
511
Dubuque Bank & Trust
Iowa
$87K +$92.8K +1,932 New
EP
512
Edgestream Partners
New Jersey
$86K +$91.3K +1,902 New
JFA
513
JNBA Financial Advisors
Minnesota
$85K +$17.1K +357 +23%
Northwestern Mutual Wealth Management
514
Northwestern Mutual Wealth Management
Wisconsin
$85K +$53.6K +1,117 +143%
MMG
515
Monetary Management Group
Missouri
$83K +$40.6K +846 +85%
AFIA
516
America First Investment Advisors
Nebraska
$76K
SJIM
517
St. Johns Investment Management
Florida
$75K -$7.2K -150 -8%
NIMI
518
Natixis Investment Managers International
France
$73K +$78.1K +1,627 New
BCA
519
Bray Capital Advisors
Florida
$72K +$76.5K +1,593 New
AAM
520
Advisors Asset Management
Colorado
$70K -$2.32M -48,316 -97%
Walleye Trading
521
Walleye Trading
New York
$63K -$1.31M -27,284 -95%
AF
522
Allworth Financial
California
$61K
AF
523
Arrow Financial
New York
$58K
BBHC
524
Brown Brothers Harriman & Co
New York
$58K
BRWM
525
B. Riley Wealth Management
Tennessee
$58K +$11.2K +234 +22%

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.