WEC Energy
WEC
795 hedge funds and large institutions have $15.4B invested in WEC Energy in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 255 increasing their positions, 297 reducing their positions, and 57 closing their positions.
537% more call options, than puts
Call options by funds: $32.1M | Put options by funds: $5.03M
4% more capital invested
Capital invested by funds: $14.8B → $15.4B (+$599M)
4% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 57
0.62% less ownership
Funds ownership: 73.76% → 73.14% (-0.62%)
1% less funds holding
Funds holding: 802 → 795 (-7)
14% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 297
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$89.1M |
| 2 |
Renaissance Technologies
New York
|
+$50.2M |
| 3 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$36.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$72M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$49.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$41M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$35.1M |
WEC Hedge Fund Activity: Q3 2018 in Review
795 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2018, worth a combined $15.4B — up 4% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WEC positions and 57 closed out — a net gain of 2 holders — while 255 added to existing stakes and 297 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $89.1M. The largest seller was Bahl & Gaynor, cutting an estimated $72M.
- 795 institutional investors held WEC Energy (WEC) as of Q3 2018, down from 802 in Q2 2018.
- Funds reported $15.4B of WEC Energy stock for Q3 2018, up 4% quarter-over-quarter.
- 59 funds opened new WEC Energy positions in Q3 2018 and 57 closed out, a net change of +2 holders.
- The largest WEC Energy buyer in Q3 2018 was JP Morgan Chase, an estimated $89.1M added.
- The largest WEC Energy seller in Q3 2018 was Bahl & Gaynor, an estimated $72M sold.
Based on aggregated 13F filings for Q3 2018.