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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
PL
626
Plancorp LLC
Missouri
-$932K -18,810 Closed
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$902K -18,214 Closed
KeyBank National Association
628
KeyBank National Association
Ohio
-$893K -18,038 Closed
JCM
629
Jasinkiewicz Capital Management
New Jersey
-$891K -18,000 Closed
RFC
630
Regions Financial Corp
Alabama
-$746K -15,054 Closed
B
631
Barings
North Carolina
-$737K -14,882 Closed
ANRIA
632
American National Registered Investment Advisor
Texas
-$715K -14,446 Closed
LP
633
LMR Partners
United Kingdom
-$703K -14,202 Closed
MNBTD
634
Moody National Bank Trust Division
Texas
-$647K -13,058 Closed
T
635
TOBAM
France
-$633K -12,781 Closed
IIM
636
Intact Investment Management
Quebec, Canada
-$540K -10,900 Closed
LMAM
637
Legg Mason Asset Management
Japan
-$535K -10,800 Closed
SOADOR
638
State of Alaska Department of Revenue
Alaska
-$354K -7,155 Closed
Truist Financial
639
Truist Financial
North Carolina
-$336K -6,776 Closed
FWIA
640
Fort Washington Investment Advisors
Ohio
-$304K -6,139 Closed
PAM
641
Princeton Alpha Management
New Jersey
-$303K -6,126 Closed
TF
642
Tompkins Financial
New York
-$302K -6,110 Closed
SC
643
Savant Capital
Illinois
-$297K -6,004 Closed
LA
644
Lucus Advisors
New York
-$272K -5,492 Closed
KAM
645
Keeley Asset Management
Illinois
-$272K -5,490 Closed
AUB
646
Atlantic Union Bankshares
Virginia
-$267K -5,400 Closed
Rafferty Asset Management
647
Rafferty Asset Management
New York
-$267K -5,395 Closed
AIM
648
Artemis Investment Management
United Kingdom
-$263K -5,313 Closed
SI
649
Stephens Inc
Arkansas
-$252K -5,091 Closed
PG
650
PEAK6 Group
Illinois
-$235K -4,748 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.