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WEC Energy

468 hedge funds and large institutions have $8.43B invested in WEC Energy in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

968% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $2.52M

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

32% more capital invested

Capital invested by funds: $6.37B → $8.43B (+$2.07B)

10% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 144

4% more funds holding

Funds holding: 450468 (+18)

2.69% more ownership

Funds ownership: 68%70.69% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
15.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
54
Increased
159
Reduced
144
Closed
33
Calls
$26.9M
Puts
$2.52M
Net Calls
+$24.4M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$26.6M +$429K +10,309 +2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$26.4M -$1.99M -47,700 -7%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$25.8M +$719K +17,256 +3%
MAM
54
Magellan Asset Management
Australia
$25.6M -$640K -15,376 -2%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$24.6M -$175K -4,214 -0.7%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$23.5M +$245K +5,872 +1%
GC
57
Guggenheim Capital
Illinois
$23.2M +$2.4M +57,698 +11%
Charles Schwab
58
Charles Schwab
California
$21.5M +$863K +20,729 +4%
Goldman Sachs
59
Goldman Sachs
New York
$21.2M +$2.85M +68,564 +15%
WI
60
WBI Investments
New Jersey
$20.8M +$21.4M +514,867 New
CS
61
Credit Suisse
Switzerland
$20.1M -$4.16M -99,971 -17%
USAA
62
United Services Automobile Association
Texas
$19.3M +$4.77M +114,550 +32%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$18.7M -$164K -3,948 -0.8%
TSW
64
Thompson Siegel & Walmsley
Virginia
$18.6M +$1.43M +34,439 +8%
AllianceBernstein
65
AllianceBernstein
Tennessee
$17.9M +$1.25M +30,056 +7%
PPA
66
Parametric Portfolio Associates
Washington
$17.7M -$69.2K -1,661 -0.4%
RFC
67
Russell Frank Company
Washington
$17.3M +$3.07M +73,695 +21%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$16.6M +$529K +12,715 +3%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$16.6M
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$15.1M +$93.7K +2,251 +0.6%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$14.5M -$155K -3,728 -1%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$14.4M +$6.14M +147,522 +71%
NFA
73
Nationwide Fund Advisors
Ohio
$14.3M +$232K +5,572 +2%
MAA
74
Managed Account Advisors
New Jersey
$14.2M -$1.53M -36,627 -9%
MTB
75
Mizuho Trust & Banking
Japan
$14M

WEC Hedge Fund Activity: Q3 2013 in Review

468 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2013, worth a combined $8.43B — up 32% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new WEC positions and 33 closed out — a net gain of 21 holders — while 159 added to existing stakes and 144 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $60.8M.

  • 468 institutional investors held WEC Energy (WEC) as of Q3 2013, up from 450 in Q2 2013.
  • Funds reported $8.43B of WEC Energy stock for Q3 2013, up 32% quarter-over-quarter.
  • 54 funds opened new WEC Energy positions in Q3 2013 and 33 closed out, a net change of +21 holders.
  • The largest WEC Energy buyer in Q3 2013 was Deutsche Bank, an estimated $156M added.
  • The largest WEC Energy seller in Q3 2013 was Bank of America, an estimated $60.8M sold.

Based on aggregated 13F filings for Q3 2013.