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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
ARMT
551
Amica Retiree Medical Trust
Rhode Island
$30K +$31.8K +662 New
Manulife (Manufacturers Life Insurance)
552
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.9K +$19.8M +411,442 +178%
FANJ
553
Financial Architects (New Jersey)
New Jersey
$28K +$20K +416 +198%
QCG
554
Quadrant Capital Group
Ohio
$28K +$32.7K +681 New
AIP
555
Ameritas Investment Partners
Nebraska
$26K -$174K -3,631 -86%
WBC
556
Westpac Banking Corp
Australia
$25.2K -$628K -13,079 -96%
AW
557
Alpha Windward
Massachusetts
$25K -$7.58K -158 -22%
Bessemer Group
558
Bessemer Group
New Jersey
$21K -$2.25M -46,800 -99%
WC
559
Whitnell & Co
Illinois
$19K -$13.5K -281 -40%
N
560
Nuveen
North Carolina
$18.3K +$341K +7,103 +2%
WA
561
Winfield Associates
Ohio
$18K +$19.6K +408 New
GWM
562
Gupta Wealth Management
California
$17K
ASN
563
Advisory Services Network
Georgia
$16K +$7.49K +156 +78%
NFG
564
Next Financial Group
Texas
$13K +$4.85K +101 +51%
AH
565
Achievement Holdings
Illinois
$12.4K +$13.3M +276,500 New
PSUF
566
People's United Financial
Connecticut
$11K
WIC
567
Woodmont Investment Counsel
Tennessee
$11K +$12K +250 New
HW
568
Hedeker Wealth
Illinois
$10K +$10.8K +224 New
DAM
569
Delta Asset Management
Tennessee
$10K +$10.8K +225 New
MCM
570
MV Capital Management
Maryland
$10K +$10.8K +226 New
HCM
571
Highlander Capital Management
New Jersey
$9K
WA
572
WealthTrust-Arizona
Arizona
$8K
GXMC
573
Global X Management Company
New York
$8K +$8.45K +176 New
MA
574
MCF Advisors
Kentucky
$7K
NC
575
NewSquare Capital
Pennsylvania
$7K +$7.44K +155 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.