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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
Barclays
51
Barclays
United Kingdom
$34.2M +$28.4M +592,331 +320%
TCIM
52
TIAA CREF Investment Management
New York
$32.9M +$7.28M +151,578 +26%
USAA
53
United Services Automobile Association
Texas
$32.4M +$3.46M +72,170 +11%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$31.4M +$2.44M +50,861 +8%
AAM
55
Aberdeen Asset Management
United Kingdom
$30.9M +$251K +5,238 +0.8%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$29.2M +$8.67M +180,502 +38%
Invesco
57
Invesco
Georgia
$28.4M -$5.81M -121,012 -16%
MAM
58
Magellan Asset Management
Australia
$28M +$6.86M +142,944 +30%
IGIM
59
I.G. Investment Management
Manitoba, Canada
$26.6M +$413K +8,600 +1%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$26.5M +$7.87M +163,847 +38%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$25.9M +$7.22M +150,382 +35%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$25.2M +$6.85M +142,603 +34%
DGHMC
63
Dalton, Greiner, Hartman, Maher & Co
New York
$24.8M -$1.82M -37,819 -6%
SIA
64
Sit Investment Associates
Minnesota
$24.7M +$4.78M +99,600 +22%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$21.8M -$2.24M -46,663 -9%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$21.7M +$23.2M +482,940 New
Renaissance Technologies
67
Renaissance Technologies
New York
$20.3M +$21.6M +450,404 New
Principal Financial Group
68
Principal Financial Group
Iowa
$20.2M +$6.21M +129,423 +40%
OAC
69
OMERS Administration Corp
Ontario, Canada
$20M +$16.2M +336,454 +309%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$20M +$6.34M +132,048 +42%
LM
71
Luminus Management
Texas
$19.8M +$21.1M +439,325 New
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$19.4M +$5.38M +112,121 +35%
Prudential Financial
73
Prudential Financial
New Jersey
$18.8M +$5.4M +112,465 +37%
Dimensional Fund Advisors
74
Dimensional Fund Advisors
Texas
$18.5M +$3.36M +69,921 +21%
CS
75
Credit Suisse
Switzerland
$18.3M -$12.1M -251,417 -38%

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.