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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.

New
Increased
Maintained
Reduced
Closed

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: 33 (0)

0% less funds holding

Funds holding: 711710 (-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

Holders
710
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
17.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
58
Increased
245
Reduced
244
Closed
51
Calls
$10.5M
Puts
$15.9M
Net Calls
-$5.43M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$43.8M -$776K -12,561 -2%
Victory Capital Management
52
Victory Capital Management
Texas
$43.2M +$1.2M +19,492 +3%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$42.3M -$1.07M -17,274 -2%
APG Asset Management
54
APG Asset Management
Netherlands
$42M +$420K +6,800 +1%
GIA
55
Gateway Investment Advisers
Ohio
$41M +$4.17M +67,577 +11%
Asset Management One
56
Asset Management One
Japan
$39.7M +$1.43M +23,094 +4%
USAA
57
United Services Automobile Association
Texas
$39.7M -$967K -15,656 -2%
EIP
58
Energy Income Partners
Connecticut
$39.3M +$3.5M +56,641 +10%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$37.7M -$11.7M -189,206 -24%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$37.3M -$499K -8,083 -1%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$36.3M +$478K +7,731 +1%
IGIM
62
I.G. Investment Management
Manitoba, Canada
$35.9M -$6.62M -107,200 -15%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$35.8M -$4.09M -66,178 -10%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$35.5M -$1.32M -21,359 -4%
RG
65
Rathbones Group
United Kingdom
$34.6M +$6.98M +112,955 +25%
AllianceBernstein
66
AllianceBernstein
Tennessee
$33.9M -$41.1K -666 -0.1%
TA
67
Teachers Advisors
New York
$33.6M -$1.66M -26,842 -5%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$32.9M +$21.7M +351,003 +189%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$32.7M -$426K -6,900 -1%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$31.3M -$44.8K -726 -0.1%
AAMU
71
Amundi Asset Management US
Massachusetts
$30.5M -$117K -1,900 -0.4%
AT
72
AMF Tjänstepension
Sweden
$30.3M
Prudential Financial
73
Prudential Financial
New Jersey
$29.5M -$30.9K -500 -0.1%
PI
74
PGGM Investments
Netherlands
$28.8M -$403K -6,531 -1%
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$28.2M -$3.77M -61,028 -12%

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.