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WEC Energy

620 hedge funds and large institutions have $11.9B invested in WEC Energy in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 221 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.23M

14% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 194

1.24% more ownership

Funds ownership: 68.59%69.83% (+1.2%)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less funds holding

Funds holding: 624620 (-4)

8% less capital invested

Capital invested by funds: $12.9B → $11.9B (-$976M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
620
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
16.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
59
Increased
221
Reduced
194
Closed
58
Calls
$11.9M
Puts
$3.23M
Net Calls
+$8.65M
Net Calls Change
+$888K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
526
Arcadia Investment Management
Michigan
$103K
QAM
527
QCI Asset Management
New York
$103K
CTB
528
Country Trust Bank
Illinois
$98K
JFA
529
JNBA Financial Advisors
Minnesota
$93K -$4.9K -96 -5%
MMG
530
Monetary Management Group
Missouri
$91K -$4.18K -82 -4%
TCOV
531
Trust Company of Vermont
Vermont
$88K +$49.7K +974 +130%
TDC
532
Thompson Davis & Co
Virginia
$87K +$78.8K +1,544 +1,058%
SJIM
533
St. Johns Investment Management
Florida
$85K
GLI
534
Guardian Life Insurance
New York
$77K -$17.6K -345 -19%
BBHC
535
Brown Brothers Harriman & Co
New York
$73K -$37.9K -743 -34%
AFIA
536
America First Investment Advisors
Nebraska
$73K -$13.1K -257 -15%
AF
537
Allworth Financial
California
$71K +$2.14K +42 +3%
DBT
538
Dubuque Bank & Trust
Iowa
$69K
CF
539
CenterStar Fund
Illinois
$68K
AF
540
Arrow Financial
New York
$67K
JIR
541
James Investment Research
Ohio
$67K
WT
542
Whittier Trust
California
$67K +$25.5K +500 +63%
NSIM
543
North Star Investment Management
Illinois
$66K
TWA
544
TCI Wealth Advisors
Arizona
$65K
DPA
545
Delphi Private Advisors
California
$65K +$65.1K +1,276 New
WTB
546
Washington Trust Bank
Washington
$64K -$7.91K -155 -11%
Simplex Trading
547
Simplex Trading
Illinois
$57K -$74.6K -1,461 -57%
AIM
548
Advantage Investment Management
Iowa
$52K
DOA
549
D'Orazio & Associates
Virginia
$52K
SNT
550
Security National Trust
West Virginia
$51K

WEC Hedge Fund Activity: Q4 2015 in Review

620 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2015, worth a combined $11.9B — down 7.6% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WEC positions and 58 closed out — a net gain of 1 holder — while 221 added to existing stakes and 194 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $67.1M. The largest seller was Norges Bank, cutting an estimated $75.9M.

  • 620 institutional investors held WEC Energy (WEC) as of Q4 2015, down from 624 in Q3 2015.
  • Funds reported $11.9B of WEC Energy stock for Q4 2015, down 7.6% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q4 2015 and 58 closed out, a net change of +1 holder.
  • The largest WEC Energy buyer in Q4 2015 was Deutsche Bank, an estimated $67.1M added.
  • The largest WEC Energy seller in Q4 2015 was Norges Bank, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2015.