WEC Energy
721 hedge funds and large institutions have $14.4B invested in WEC Energy in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 42 closing their positions.
40% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 42
15% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $11.2M
5% more capital invested
Capital invested by funds: $13.7B → $14.4B (+$723M)
2.14% more ownership
Funds ownership: 70.52% → 72.67% (+2.1%)
2% more funds holding
Funds holding: 710 → 721 (+11)
6% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 234
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$175M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$126M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$57.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$40.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$44.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$24.6M |
| 3 |
SG Americas Securities
New York
|
-$24.2M |
| 4 |
Neuberger Berman Group
New York
|
-$16.7M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$16.6M |
WEC Hedge Fund Activity: Q3 2017 in Review
721 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2017, worth a combined $14.4B — up 5.3% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WEC positions and 42 closed out — a net gain of 17 holders — while 248 added to existing stakes and 234 trimmed.
The largest buyer was Bank of America, adding an estimated $175M. The largest seller was Epoch Investment Partners, cutting an estimated $44.7M.
- 721 institutional investors held WEC Energy (WEC) as of Q3 2017, up from 710 in Q2 2017.
- Funds reported $14.4B of WEC Energy stock for Q3 2017, up 5.3% quarter-over-quarter.
- 59 funds opened new WEC Energy positions in Q3 2017 and 42 closed out, a net change of +17 holders.
- The largest WEC Energy buyer in Q3 2017 was Bank of America, an estimated $175M added.
- The largest WEC Energy seller in Q3 2017 was Epoch Investment Partners, an estimated $44.7M sold.
Based on aggregated 13F filings for Q3 2017.