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WEC Energy

598 hedge funds and large institutions have $8.81B invested in WEC Energy in 2015 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 104

114% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $6.51M

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

12.86% more ownership

Funds ownership: 74.59%87.45% (+13%)

7% more funds holding

Funds holding: 561598 (+37)

6% more capital invested

Capital invested by funds: $8.31B → $8.81B (+$500M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
598
Holders Change
+37
Holders Change %
+6.6%
% of All Funds
16.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
124
Increased
298
Reduced
104
Closed
81
Calls
$13.9M
Puts
$6.51M
Net Calls
+$7.41M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
76
Curian Capital
Colorado
$18.1M +$103K +2,140 +0.5%
MC
77
Martin Currie
United Kingdom
$18.1M +$18.8M +392,400 +3,737%
First Trust Advisors
78
First Trust Advisors
Illinois
$17.9M -$1.12M -23,432 -6%
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$16.9M +$276K +5,754 +2%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$16.5M +$4.91M +102,296 +39%
BJ
81
BlackRock Japan
Japan
$16.3M +$5.35M +111,449 +45%
VLKIM
82
Van Lanschot Kempen Investment Management
Netherlands
$16.2M +$17.3M +359,549 New
PI
83
PGGM Investments
Netherlands
$15.5M +$6.62M +137,973 +67%
MTB
84
Mizuho Trust & Banking
Japan
$15.4M +$611K +12,717 +4%
GLAM
85
Gardner Lewis Asset Management
Pennsylvania
$15.2M +$16.2M +338,208 New
CCM
86
Copeland Capital Management
Pennsylvania
$15.2M +$623K +12,981 +4%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$14.9M +$978K +20,371 +7%
TA
88
Teachers Advisors
New York
$14.8M +$4.05M +84,299 +34%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$13.9M -$14.6K -305 -0.1%
NFA
90
Nationwide Fund Advisors
Ohio
$13.8M +$2.72M +56,653 +23%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$13.8M +$3.92M +81,641 +36%
ZP
92
Zimmer Partners
New York
$13.5M +$14.4M +300,000 New
ORIO
93
Old Republic International (ORI)
Illinois
$13.5M +$8.18M +170,328 +132%
FIM
94
Foresters Investment Management
New York
$13.4M +$48K +1,000 +0.3%
RFC
95
Russell Frank Company
Washington
$13.3M +$476K +9,922 +3%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$13.3M +$9.94M +206,953 +236%
Massachusetts Financial Services
97
Massachusetts Financial Services
Massachusetts
$13.1M -$116K -2,412 -0.8%
AAF
98
Andra AP-fonden
Sweden
$12.4M -$547K -11,400 -4%
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$12.3M +$1.54M +32,012 +13%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$12M +$202K +4,208 +2%

WEC Hedge Fund Activity: Q2 2015 in Review

598 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2015, worth a combined $8.81B — up 6% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WEC positions and 81 closed out — a net gain of 43 holders — while 298 added to existing stakes and 104 trimmed.

The largest buyer was Vanguard Group, adding an estimated $373M. The largest seller was Deutsche Bank, cutting an estimated $234M.

  • 598 institutional investors held WEC Energy (WEC) as of Q2 2015, up from 561 in Q1 2015.
  • Funds reported $8.81B of WEC Energy stock for Q2 2015, up 6% quarter-over-quarter.
  • 124 funds opened new WEC Energy positions in Q2 2015 and 81 closed out, a net change of +43 holders.
  • The largest WEC Energy buyer in Q2 2015 was Vanguard Group, an estimated $373M added.
  • The largest WEC Energy seller in Q2 2015 was Deutsche Bank, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2015.