WEC Energy
710 hedge funds and large institutions have $13.7B invested in WEC Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 245 increasing their positions, 244 reducing their positions, and 51 closing their positions.
14% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 51
1% more capital invested
Capital invested by funds: $13.6B → $13.7B (+$111M)
0% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 244
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less funds holding
Funds holding: 711 → 710 (-1)
0.36% less ownership
Funds ownership: 70.88% → 70.52% (-0.36%)
34% less call options, than puts
Call options by funds: $10.5M | Put options by funds: $15.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$106M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$100M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$71.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.1M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$69.9M |
| 2 |
Bank of New York Mellon
New York
|
-$35.2M |
| 3 |
Jennison Associates
New York
|
-$33.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.1M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$27.2M |
WEC Hedge Fund Activity: Q2 2017 in Review
710 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2017, worth a combined $13.7B — up 0.82% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new WEC positions and 51 closed out — a net gain of 7 holders — while 245 added to existing stakes and 244 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $106M. The largest seller was Invesco, cutting an estimated $69.9M.
- 710 institutional investors held WEC Energy (WEC) as of Q2 2017, down from 711 in Q1 2017.
- Funds reported $13.7B of WEC Energy stock for Q2 2017, up 0.82% quarter-over-quarter.
- 58 funds opened new WEC Energy positions in Q2 2017 and 51 closed out, a net change of +7 holders.
- The largest WEC Energy buyer in Q2 2017 was Principal Financial Group, an estimated $106M added.
- The largest WEC Energy seller in Q2 2017 was Invesco, an estimated $69.9M sold.
Based on aggregated 13F filings for Q2 2017.