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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
WA
576
Winfield Associates
Ohio
$21K
AC
577
Alexandria Capital
Virginia
$21K +$21.3K +418 New
QCG
578
Quadrant Capital Group
Ohio
$20K +$5.51K +108 +32%
GWM
579
Gupta Wealth Management
California
$19K
PFSC
580
Peoples Financial Services Corp
Pennsylvania
$19K
JGIA
581
Jackson Grant Investment Advisers
Connecticut
$17K +$17.4K +341 New
KT
582
Kanaly Trust
Texas
$16K -$34.1K -668 -68%
NFG
583
Next Financial Group
Texas
$15K +$51 +1 +0.3%
SF
584
Synovus Financial
Georgia
$15K +$15.3K +300 New
CAW
585
Cornerstone Advisors (Washington)
Washington
$14K
WIC
586
Woodmont Investment Counsel
Tennessee
$13K
DAM
587
Delta Asset Management
Tennessee
$12K
WRM
588
Westport Resources Management
Connecticut
$11K +$10.8K +212 New
HW
589
Hedeker Wealth
Illinois
$11K +$11.4K +224 New
AssetMark Inc
590
AssetMark Inc
California
$10K -$7.45K -146 -44%
First Manhattan
591
First Manhattan
New York
$10K
HCM
592
Highlander Capital Management
New Jersey
$10K
ZB
593
Zions Bancorporation
Utah
$10K +$3.47K +68 +54%
CGT
594
Capital Guardian Trust
California
$9K
OFS
595
Orrstown Financial Services
Pennsylvania
$9K
WA
596
WealthTrust-Arizona
Arizona
$9K
GXMC
597
Global X Management Company
New York
$8K
NC
598
NewSquare Capital
Pennsylvania
$8K
WCBA
599
Weaver C. Barksdale & Associates
Tennessee
$8K
ARMC
600
American Research & Management Company
Massachusetts
$7K

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.