WEC Energy
782 hedge funds and large institutions have $14.4B invested in WEC Energy in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 250 increasing their positions, 277 reducing their positions, and 70 closing their positions.
159% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $5.59M
9% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 70
0.07% more ownership
Funds ownership: 73.1% → 73.17% (+0.07%)
1% less funds holding
Funds holding: 786 → 782 (-4)
10% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 277
6% less capital invested
Capital invested by funds: $15.3B → $14.4B (-$847M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$43M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$31.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$30.7M |
| 4 |
BlackRock
New York
|
+$25.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$135M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$51.5M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$40.2M |
| 4 |
JP Morgan Chase
New York
|
-$29.7M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$27.7M |
WEC Hedge Fund Activity: Q1 2018 in Review
782 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2018, worth a combined $14.4B — down 5.5% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WEC positions and 70 closed out — a net gain of 6 holders — while 250 added to existing stakes and 277 trimmed.
The largest buyer was UBS AM, adding an estimated $43M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $135M.
- 782 institutional investors held WEC Energy (WEC) as of Q1 2018, down from 786 in Q4 2017.
- Funds reported $14.4B of WEC Energy stock for Q1 2018, down 5.5% quarter-over-quarter.
- 76 funds opened new WEC Energy positions in Q1 2018 and 70 closed out, a net change of +6 holders.
- The largest WEC Energy buyer in Q1 2018 was UBS AM, an estimated $43M added.
- The largest WEC Energy seller in Q1 2018 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $135M sold.
Based on aggregated 13F filings for Q1 2018.