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WEC Energy
WEC

Overview Fund Activity

699 hedge funds and large institutions have $14.6B invested in WEC Energy in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 258 increasing their positions, 208 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+34
Holders Change %
+5.11%
% of All Funds
18.68%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.37%
New
81
Increased
258
Reduced
208
Closed
36
Calls
$22.2M
Puts
$24.9M
Net Calls
-$2.7M
Net Calls Change
-$2.31M

Top Buyers

1
UBS AM
UBS AM
Illinois
$165M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$88.9M
3
JHIU
Janus Henderson Investors US
Colorado
$152M
4
Ameriprise
Ameriprise
Minnesota
$185M
5
BFA
BlackRock Fund Advisors
California
$664M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$223M
2
BA
BlackRock Advisors
Delaware
$25.4M
3
Goldman Sachs
Goldman Sachs
New York
$117M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$219M
5
RFS
Rockefeller Financial Services
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
576
Anchor Investment Management
South Carolina
$216K – – –
FAAS
577
First Allied Advisory Services
California
$216K -$11.8K -180 -5%
TNBTD
578
Trustmark National Bank Trust Department
Mississippi
$216K +$216K +3,308 New
PHK
579
Point72 Hong Kong
Hong Kong
$215K +$189K +2,900 +725%
SIAM
580
Sterling Investment Advisors (Missouri)
Missouri
$212K +$212K +3,250 New
ST
581
Sentinel Trust
Texas
$210K +$210K +3,209 New
TC
582
Trust Company
Kansas
$209K – – –
OWD
583
Osborn Williams & Donohoe
Ohio
$209K +$209K +3,200 New
TDC
584
Thompson Davis & Co
Virginia
$206K -$13.2K -202 -6%
FWIA
585
Fort Washington Investment Advisors
Ohio
$205K -$86.5K -1,325 -30%
VFS
586
VSR Financial Services
Kansas
$205K +$205K +3,145 New
PMG
587
ProVise Management Group
Florida
$201K +$201K +3,075 New
BBA
588
BLB&B Advisors
Pennsylvania
$200K +$200K +3,070 New
HDIM
589
Hanson & Doremus Investment Management
Vermont
$196K – – –
KLWA
590
Kelly Lawrence W & Associates
California
$196K – – –
VFA
591
Virtus Fund Advisers
Connecticut
$192K – – –
SWA
592
Sutton Wealth Advisors
Florida
$185K – – –
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$183K – – –
JFGIW
594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$173K +$173K +2,650 New
TG
595
TLP Group
Illinois
$172K +$172K +2,638 New
DBT
596
Dubuque Bank & Trust
Iowa
$166K +$77.9K +1,195 +89%
CCA
597
Checchi Capital Advisers
California
$160K -$3.66K -56 -2%
AP
598
Atwood & Palmer
Missouri
$152K – – –
EWM
599
Evercore Wealth Management
New York
$145K +$13K +200 +10%
FNB
600
Farmers National Bank
Kentucky
$144K +$144K +2,203 New
22 23
24
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