WEC Energy
WEC
550 hedge funds and large institutions have $11.6B invested in WEC Energy in 2014 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 42 closing their positions.
210% more call options, than puts
Call options by funds: $30.2M | Put options by funds: $9.74M
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
93% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 42
55% more capital invested
Capital invested by funds: $7.47B → $11.6B (+$4.14B)
6% more funds holding
Funds holding: 517 → 550 (+33)
0.49% less ownership
Funds ownership: 77.18% → 76.69% (-0.49%)
13% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$89.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$69.2M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$68M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$41.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$65.5M |
| 2 |
JP Morgan Chase
New York
|
-$63.3M |
| 3 |
Bank of New York Mellon
New York
|
-$48.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$34M |
| 5 |
Millennium Management
New York
|
-$27M |
WEC Hedge Fund Activity: Q4 2014 in Review
550 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2014, worth a combined $11.6B — up 55% from $7.47B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new WEC positions and 42 closed out — a net gain of 39 holders — while 165 added to existing stakes and 189 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $89.8M. The largest seller was American Century Companies, exiting entirely with an estimated $65.5M sold.
- 550 institutional investors held WEC Energy (WEC) as of Q4 2014, up from 517 in Q3 2014.
- Funds reported $11.6B of WEC Energy stock for Q4 2014, up 55% quarter-over-quarter.
- 81 funds opened new WEC Energy positions in Q4 2014 and 42 closed out, a net change of +39 holders.
- The largest WEC Energy buyer in Q4 2014 was Westwood Holdings Group, an estimated $89.8M added.
- The largest WEC Energy seller in Q4 2014 was American Century Companies, an estimated $65.5M sold.
Based on aggregated 13F filings for Q4 2014.