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WEC Energy
WEC

Overview Fund Activity

623 hedge funds and large institutions have $12.9B invested in WEC Energy in 2015 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 189 reducing their positions, and 84 closing their positions.

Holders
623
Holders Change
+26
Holders Change %
+4.36%
% of All Funds
17.41%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
112
Increased
217
Reduced
189
Closed
84
Calls
$15M
Puts
$7.24M
Net Calls
+$7.76M
Net Calls Change
+$354K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$348M
2
Bank of America
2
Bank of America
North Carolina
$195M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$159M
4
SBAM
4
Santa Barbara Asset Management
California
$102M
5
Invesco
5
Invesco
Georgia
$132M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$31.6M
2
JHIU
2
Janus Henderson Investors US
Colorado
$77.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$29.2M
4
Barclays
4
Barclays
United Kingdom
$9.35M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
501
SVA Wealth Management
Wisconsin
$218K 4,173 +4,173 New
1SB
502
1ST Source Bank
Indiana
$217K 4,156 +4,156 New
BOS
503
Bank of Stockton
California
$216K 4,140 +4,140 New
TNBTD
504
Trustmark National Bank Trust Department
Mississippi
$214K 4,108 -476 -10%
KL
505
KWMG LLC
Kansas
$214K 4,105 +4,105 New
GWCM
506
Godshalk Welsh Capital Management
Pennsylvania
$211K 4,050 +4,050 New
AP
507
Appleton Partners
Massachusetts
$210K 4,026 +4,026 New
1IA
508
1834 Investment Advisors
Wisconsin
$207K 3,960 +3,960 New
FCI
509
Financial Counselors Inc
Kansas
$202K 3,870 -585 -13%
BBA
510
BLB&B Advisors
Pennsylvania
$201K 3,845 +3,845 New
ZIC
511
ZWJ Investment Counsel
Georgia
$200K 3,838 +3,838 New
TFO
512
Tarbox Family Office
California
$183K 3,512 +3 +0.1%
MAM
513
Mizuho Asset Management
Japan
$183K 3,505 +1,323 +61%
BCM
514
Brookstone Capital Management
Illinois
$181K 3,458 -237 -6%
WEC
515
Winslow Evans & Crocker
Massachusetts
$175K 3,358 – –
TC
516
Trust Company
Kansas
$167K 3,196 +3,196 New
HDIM
517
Hanson & Doremus Investment Management
Vermont
$157K 3,000 – –
KLWA
518
Kelly Lawrence W & Associates
California
$157K 3,000 – –
VFA
519
Virtus Fund Advisers
Connecticut
$154K 2,949 – –
GI
520
Gradient Investments
Minnesota
$151K 2,893 +2 +0.1%
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$146K 2,800 – –
WA
522
WFG Advisors
Texas
$144K 2,760 +73 +3%
Simplex Trading
523
Simplex Trading
Illinois
$134K 2,579 +2,462 +2,104%
CCS
524
Crosspoint Capital Strategies
California
$134K 2,570 +2,570 New
PIA
525
Piedmont Investment Advisors
North Carolina
$131K 2,508 – –
19 20
21
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