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WEC Energy

468 hedge funds and large institutions have $8.43B invested in WEC Energy in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

968% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $2.52M

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

32% more capital invested

Capital invested by funds: $6.37B → $8.43B (+$2.07B)

10% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 144

4% more funds holding

Funds holding: 450468 (+18)

2.69% more ownership

Funds ownership: 68%70.69% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
15.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
54
Increased
159
Reduced
144
Closed
33
Calls
$26.9M
Puts
$2.52M
Net Calls
+$24.4M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
76
Foresters Investment Management
New York
$13.9M +$6M +144,000 +72%
Prudential Financial
77
Prudential Financial
New Jersey
$13.8M +$609K +14,634 +4%
LBG
78
Lloyds Banking Group
United Kingdom
$13.5M +$20K +480 +0.1%
N
79
Nuveen
North Carolina
$12.7M +$12.4M +297,834 +1,712%
U
80
UBS
Switzerland
$12.5M +$795K +19,104 +7%
Cohen & Steers
81
Cohen & Steers
New York
$12M -$60M -1,440,893 -83%
Principal Financial Group
82
Principal Financial Group
Iowa
$11.8M -$201K -4,829 -2%
Barclays
83
Barclays
United Kingdom
$11.6M -$4.31M -103,436 -26%
Dimensional Fund Advisors
84
Dimensional Fund Advisors
Texas
$11.6M +$392K +9,407 +3%
SO
85
STRS Ohio
Ohio
$11.3M -$4.8M -115,195 -29%
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$11M +$1.11M +26,765 +11%
BJ
87
BlackRock Japan
Japan
$10.7M -$105K -2,526 -0.9%
CCM
88
Copeland Capital Management
Pennsylvania
$10.6M -$31.2K -749 -0.3%
TA
89
Teachers Advisors
New York
$10.2M +$298K +7,156 +3%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$10.1M +$10.4M +249,365 New
Nomura Asset Management
91
Nomura Asset Management
Japan
$10M -$858K -20,600 -8%
TCA
92
Tortoise Capital Advisors
Kansas
$9.97M +$1.24M +29,817 +14%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$9.95M -$33.3K -800 -0.3%
CC
94
Curian Capital
Colorado
$9.79M +$134K +3,222 +1%
Capital Fund Management (CFM)
95
Capital Fund Management (CFM)
France
$9.59M +$9.89M +237,440 New
BCIM
96
British Columbia Investment Management
British Columbia, Canada
$9.33M +$687K +16,495 +8%
B
97
BP
United Kingdom
$9.29M
ASRS
98
Arizona State Retirement System
Arizona
$8.79M -$16.7K -400 -0.2%
Macquarie Group
99
Macquarie Group
Australia
$8.76M +$58.3K +1,400 +0.6%
Two Sigma Investments
100
Two Sigma Investments
New York
$8.56M +$8.83M +211,978 New

WEC Hedge Fund Activity: Q3 2013 in Review

468 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2013, worth a combined $8.43B — up 32% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new WEC positions and 33 closed out — a net gain of 21 holders — while 159 added to existing stakes and 144 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $60.8M.

  • 468 institutional investors held WEC Energy (WEC) as of Q3 2013, up from 450 in Q2 2013.
  • Funds reported $8.43B of WEC Energy stock for Q3 2013, up 32% quarter-over-quarter.
  • 54 funds opened new WEC Energy positions in Q3 2013 and 33 closed out, a net change of +21 holders.
  • The largest WEC Energy buyer in Q3 2013 was Deutsche Bank, an estimated $156M added.
  • The largest WEC Energy seller in Q3 2013 was Bank of America, an estimated $60.8M sold.

Based on aggregated 13F filings for Q3 2013.