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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
TDC
576
Thompson Davis & Co
Virginia
$7K +$7.92K +165 New
ARMC
577
American Research & Management Company
Massachusetts
$6K +$6.77K +141 New
ATC
578
Adirondack Trust Company
New York
$5K
FMP
579
Financial Management Professionals
Texas
$5K +$5.38K +112 New
Simplex Trading
580
Simplex Trading
Illinois
$5K +$5.62K +117 New
S
581
SignatureFD
Georgia
$4K +$2.21K +46 +90%
KA
582
Klingman & Associates
New York
$4K +$4.08K +85 New
CAL
583
Capital Advisors Ltd
Ohio
$3K
CAW
584
Cornerstone Advisors (Washington)
Washington
$3K +$1.15K +24 +73%
GAM
585
Gemmer Asset Management
California
$3K +$2.21K +46 +242%
GWS
586
Glassman Wealth Services
Virginia
$3K +$2.93K +61 New
FAM
587
Formidable Asset Management
Ohio
$2K
TCA
588
Tortoise Capital Advisors
Kansas
$2K
ACS
589
Archford Capital Strategies
Illinois
$2K +$1.73K +36 New
WBG
590
Wharton Business Group
Pennsylvania
$1.82K
FCCM
591
First City Capital Management
Georgia
$1.39K +$1.49K +31 New
SF
592
Synovus Financial
Georgia
$1K -$71.6K -1,492 -99%
CF
593
CenterStar Fund
Illinois
$1K
JWA
594
JFS Wealth Advisors
Pennsylvania
$1K
VNA
595
Valley National Advisers
Pennsylvania
$1K +$1.39K +29 New
AT
596
Arden Trust
Delaware
$899 +$251K +5,229 +35%
UB
597
UMB Bank
Missouri
$263 +$54.2K +1,128 +24%
FNYS
598
First New York Securities
New York
$45 +$48 +1 New
CWAM
599
Columbia Wanger Asset Management
Illinois
-$28.6M -577,000 Closed
ED
600
Exane Derivatives
France
-$21.7M -438,756 Closed

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.