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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 %
FANJ
601
Financial Architects (New Jersey)
New Jersey
$139K +$98.1K +1,504 +240%
QAM
602
QCI Asset Management
New York
$131K – – –
AIM
603
Arcadia Investment Management
Michigan
$131K – – –
PAIA
604
Park Avenue Institutional Advisers
New York
$130K – – –
CTB
605
Country Trust Bank
Illinois
$124K – – –
NIPH
606
NN Investment Partners Holdings
Netherlands
$119K – – –
MMG
607
Monetary Management Group
Missouri
$115K – – –
Toronto Dominion Bank
608
Toronto Dominion Bank
Ontario, Canada
$113K -$44K -675 -28%
SJIM
609
St. Johns Investment Management
Florida
$109K – – –
GS
610
GAM Systematic
United Kingdom
$108K +$108K +1,654 New
JFA
611
JNBA Financial Advisors
Minnesota
$106K – – –
BIG
612
Bellwether Investment Group
Tennessee
$94K +$94K +1,444 New
AFIA
613
America First Investment Advisors
Nebraska
$93K – – –
AF
614
Allworth Financial
California
$86K +$40.6K +619 +89%
JIR
615
James Investment Research
Ohio
$85K – – –
NSIM
616
North Star Investment Management
Illinois
$84K – – –
TWA
617
TCI Wealth Advisors
Arizona
$83K – – –
BC
618
Barnett & Company
Tennessee
$82K -$13.1K -200 -14%
DPA
619
Delphi Private Advisors
California
$81K -$2.83K -43 -3%
WTB
620
Washington Trust Bank
Washington
$80K – – –
WT
621
Whittier Trust
California
$77K – – –
GLI
622
Guardian Life Insurance
New York
$77K +$976 +15 +1%
CCM
623
Cribstone Capital Management
Maine
$75K +$75K +1,150 New
AIM
624
Advantage Investment Management
Iowa
$67K – – –
SHJ
625
Sharkey, Howes & Javer
Colorado
$65K – – –
23 24
25
26 27