WEC Energy
700 hedge funds and large institutions have $14.6B invested in WEC Energy in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 208 reducing their positions, and 36 closing their positions.
128% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 36
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
24% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 208
11% more capital invested
Capital invested by funds: $13.1B → $14.6B (+$1.46B)
5% more funds holding
Funds holding: 665 → 700 (+35)
0.66% more ownership
Funds ownership: 70.16% → 70.82% (+0.66%)
11% less call options, than puts
Call options by funds: $22.2M | Put options by funds: $24.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$90.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$81.9M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$71.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$52.8M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$220M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$128M |
| 3 |
Goldman Sachs
New York
|
-$53.4M |
| 4 |
Neuberger Berman Group
New York
|
-$31.1M |
| 5 |
RFS
Rockefeller Financial Services
New York
|
-$29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIC
726
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$15K | -250 | Closed |
|
727
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$12K | -200 | Closed |
|
|
SIM
728
Sonora Investment Management
Tucson,
Arizona
| – | -$5.23K | -92 | Closed |
|
|
PCP
729
Proficio Capital Partners
Newton,
Massachusetts
| – | -$3K | -55 | Closed |
|
|
FFC
730
First Financial Corp
Terre Haute,
Indiana
| – | -$3K | -43 | Closed |
|
|
FAM
731
Formidable Asset Management
Cincinnati,
Ohio
| – | -$2K | -39 | Closed |
|
|
WAMC
732
Western Asset Management Company
Pasadena,
California
| – | -$3K | -39 | Closed |
|
|
CBT
733
Central Bank & Trust
Lexington,
Kentucky
| – | -$2K | -28 | Closed |
|
|
KLI
734
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$1K | -13 | Closed |
|
|
WAP
735
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | +$60 | +1 | New |
|
WEC Hedge Fund Activity: Q2 2016 in Review
700 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2016, worth a combined $14.6B — up 11% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new WEC positions and 36 closed out — a net gain of 46 holders — while 258 added to existing stakes and 208 trimmed.
The largest buyer was UBS AM, adding an estimated $90.1M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $220M.
- 700 institutional investors held WEC Energy (WEC) as of Q2 2016, up from 665 in Q1 2016.
- Funds reported $14.6B of WEC Energy stock for Q2 2016, up 11% quarter-over-quarter.
- 82 funds opened new WEC Energy positions in Q2 2016 and 36 closed out, a net change of +46 holders.
- The largest WEC Energy buyer in Q2 2016 was UBS AM, an estimated $90.1M added.
- The largest WEC Energy seller in Q2 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $220M sold.
Based on aggregated 13F filings for Q2 2016.