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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
TWA
526
TCI Wealth Advisors
Arizona
$57K
VIA
527
Vident Investment Advisory
Georgia
$56K +$60.2K +1,254 New
IMS
528
Index Management Solutions
Pennsylvania
$55K +$24.8K +516 +72%
CFSG
529
Community Financial Services Group
Vermont
$54K +$13.6K +283 +31%
NSIM
530
North Star Investment Management
Illinois
$51K +$37.6K +783 +224%
SSG
531
Summit Securities Group
New York
$49K +$51.9K +1,082 New
IWC
532
Integrated Wealth Counsel
California
$47K +$49.6K +1,034 New
DOA
533
D'Orazio & Associates
Virginia
$46K
GLI
534
Guardian Life Insurance
New York
$45K
CG
535
Colony Group
Massachusetts
$45K +$20.3K +423 +73%
PIM
536
Parasol Investment Management
Illinois
$44K
ST
537
Smithfield Trust
Pennsylvania
$43K -$92.3K -1,923 -67%
CFA
538
CT Financial Advisors
Pennsylvania
$41.8K +$44.6K +929 New
BAM
539
Barrett Asset Management
New York
$40K
FHA
540
First Horizon Advisors
Tennessee
$40K
TCOV
541
Trust Company of Vermont
Vermont
$40K +$17.8K +370 +70%
PR
542
Payden & Rygel
California
$40K +$24.4K +508 +154%
AWM
543
Avior Wealth Management
Nebraska
$40K +$37.9K +789 +813%
AIM
544
Advantage Investment Management
Iowa
$37K +$12K +250 +44%
JIR
545
James Investment Research
Ohio
$37K +$39.5K +823 New
MSFP
546
Mark Sheptoff Financial Planning
Connecticut
$35K +$37.9K +789 New
JIC
547
Joel Isaacson & Co
New York
$33K +$17K +354 +91%
MCM
548
Manchester Capital Management
Vermont
$33K +$35K +730 New
SAMC
549
Shinko Asset Management Company
Japan
$32K
CFA
550
Carroll Financial Associates
North Carolina
$32K +$33.9K +707 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.