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WEC Energy

620 hedge funds and large institutions have $11.9B invested in WEC Energy in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 221 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.23M

14% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 194

1.24% more ownership

Funds ownership: 68.59%69.83% (+1.2%)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less funds holding

Funds holding: 624620 (-4)

8% less capital invested

Capital invested by funds: $12.9B → $11.9B (-$976M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
620
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
16.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
59
Increased
221
Reduced
194
Closed
58
Calls
$11.9M
Puts
$3.23M
Net Calls
+$8.65M
Net Calls Change
+$888K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$44.4M +$5.3M +103,758 +14%
RJA
52
Raymond James & Associates
Florida
$42.9M +$42.7M +836,986 New
TD Asset Management
53
TD Asset Management
Ontario, Canada
$42.9M +$1.39M +27,303 +3%
AT
54
AMF Tjänstepension
Sweden
$41.7M
NFA
55
Nationwide Fund Advisors
Ohio
$41.4M +$1.24M +24,200 +3%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$41M
PPA
57
Parametric Portfolio Associates
Washington
$41M -$1.28M -25,172 -3%
TCIM
58
TIAA CREF Investment Management
New York
$40.8M +$280K +5,477 +0.7%
TSW
59
Thompson Siegel & Walmsley
Virginia
$40M -$2.53M -49,547 -6%
HAI
60
Hennessy Advisors Inc
California
$39.2M -$7.45M -146,000 -16%
USAA
61
United Services Automobile Association
Texas
$38.8M +$3.92M +76,715 +11%
BlackRock
62
BlackRock
New York
$37.8M -$5.07M -99,260 -12%
GC
63
Guggenheim Capital
Illinois
$35M -$7.29M -142,857 -17%
EIP
64
Energy Income Partners
Connecticut
$34.9M -$1.3M -25,499 -4%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$33.1M -$593K -11,618 -2%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$33M +$441K +8,645 +1%
AAM
67
Aberdeen Asset Management
United Kingdom
$32.3M -$713K -13,964 -2%
IGIM
68
I.G. Investment Management
Manitoba, Canada
$32.1M +$1.71M +33,600 +6%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$31M +$489K +9,587 +2%
AllianceBernstein
70
AllianceBernstein
Tennessee
$28.3M -$358K -7,006 -1%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$28.1M +$158K +3,100 +0.6%
Skandinaviska Enskilda Banken (SEB)
72
Skandinaviska Enskilda Banken (SEB)
Sweden
$27M +$26.8M +525,505 New
GIA
73
Gateway Investment Advisers
Ohio
$25.1M +$2.91M +57,017 +13%
MTB
74
Mizuho Trust & Banking
Japan
$24.7M +$158K +3,091 +0.7%
CS
75
Credit Suisse
Switzerland
$24.5M -$13.2M -258,212 -35%

WEC Hedge Fund Activity: Q4 2015 in Review

620 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2015, worth a combined $11.9B — down 7.6% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WEC positions and 58 closed out — a net gain of 1 holder — while 221 added to existing stakes and 194 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $67.1M. The largest seller was Norges Bank, cutting an estimated $75.9M.

  • 620 institutional investors held WEC Energy (WEC) as of Q4 2015, down from 624 in Q3 2015.
  • Funds reported $11.9B of WEC Energy stock for Q4 2015, down 7.6% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q4 2015 and 58 closed out, a net change of +1 holder.
  • The largest WEC Energy buyer in Q4 2015 was Deutsche Bank, an estimated $67.1M added.
  • The largest WEC Energy seller in Q4 2015 was Norges Bank, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2015.