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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
SHJ
551
Sharkey, Howes & Javer
Colorado
$51K
AIA
552
Allegis Investment Advisors
Idaho
$49K +$48.4K +948 New
CFA
553
CT Financial Advisors
Pennsylvania
$47.7K
BAM
554
Barrett Asset Management
New York
$46K
FHA
555
First Horizon Advisors
Tennessee
$46K
SAMC
556
Shinko Asset Management Company
Japan
$46K
AWM
557
Avior Wealth Management
Nebraska
$45K
CG
558
Colony Group
Massachusetts
$45K +$25.1K +491 +126%
VCM
559
Versant Capital Management
Arizona
$45K +$45.3K +888 New
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$43.4K +$43.1K +845 New
JIC
561
Joel Isaacson & Co
New York
$42K +$4.24K +83 +11%
OC
562
Oakworth Capital
Alabama
$41K +$40.8K +800 New
MCM
563
Manchester Capital Management
Vermont
$37K
CFA
564
Carroll Financial Associates
North Carolina
$36K
ARMT
565
Amica Retiree Medical Trust
Rhode Island
$34K
CGH
566
Cleary Gull Holdings
Wisconsin
$33K
ASN
567
Advisory Services Network
Georgia
$31K +$6.84K +134 +28%
CP
568
Corbenic Partners
Pennsylvania
$31K +$30.6K +600 New
IWC
569
Integrated Wealth Counsel
California
$28K -$24.6K -482 -47%
Schroder Investment Management Group
570
Schroder Investment Management Group
United Kingdom
$27K -$1.59M -31,059 -98%
Manulife (Manufacturers Life Insurance)
571
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.5K -$4.09M -80,124 -13%
FNBSF
572
First National Bank Sioux Falls
South Dakota
$26K
AWM
573
Arbor Wealth Management
Florida
$26K +$23.3K +456 New
ANBT
574
American National Bank & Trust
Texas
$23K
MFW
575
Mosaic Family Wealth
Missouri
$23K +$23.8K +466 New

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.