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WEC Energy

620 hedge funds and large institutions have $11.9B invested in WEC Energy in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 221 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.23M

14% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 194

1.24% more ownership

Funds ownership: 68.59%69.83% (+1.2%)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less funds holding

Funds holding: 624620 (-4)

8% less capital invested

Capital invested by funds: $12.9B → $11.9B (-$976M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
620
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
16.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
59
Increased
221
Reduced
194
Closed
58
Calls
$11.9M
Puts
$3.23M
Net Calls
+$8.65M
Net Calls Change
+$888K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$24.2M +$1.12M +21,969 +5%
DGHMC
77
Dalton, Greiner, Hartman, Maher & Co
New York
$23.9M -$2.77M -54,282 -10%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$23.2M +$128K +2,517 +0.6%
Principal Financial Group
79
Principal Financial Group
Iowa
$23M +$441K +8,644 +2%
EARNEST Partners
80
EARNEST Partners
Georgia
$22.4M -$4.73M -92,655 -18%
MC
81
Martin Currie
United Kingdom
$21.9M -$76.6K -1,500 -0.4%
O
82
OppenheimerFunds
New York
$21.8M +$1.31M +25,707 +6%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$21.7M -$508K -9,958 -2%
PI
84
PGGM Investments
Netherlands
$20.8M -$229K -4,487 -1%
Prudential Financial
85
Prudential Financial
New Jersey
$20.7M -$66.4K -1,300 -0.3%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$20.6M -$2.25M -44,067 -10%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$20.6M -$12.7M -249,097 -38%
BJ
88
BlackRock Japan
Japan
$20.2M +$326K +6,378 +2%
TA
89
Teachers Advisors
New York
$19.6M -$831K -16,280 -4%
First Trust Advisors
90
First Trust Advisors
Illinois
$18.8M +$4.15M +81,270 +29%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M -$5.7M -111,600 -25%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$17.1M -$986K -19,317 -5%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$16.7M -$9.33M -182,739 -36%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$16.5M +$13.4M +262,029 +498%
CCM
95
Copeland Capital Management
Pennsylvania
$16.5M +$16.4M +320,969 New
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$15.7M -$1.65M -32,400 -10%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$15.5M -$496K -9,720 -3%
FIM
98
Foresters Investment Management
New York
$15.4M +$51K +1,000 +0.3%
ORIO
99
Old Republic International (ORI)
Illinois
$15.1M -$213K -4,173 -1%
UBS Group
100
UBS Group
Switzerland
$14.6M +$1.15M +22,515 +9%

WEC Hedge Fund Activity: Q4 2015 in Review

620 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2015, worth a combined $11.9B — down 7.6% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WEC positions and 58 closed out — a net gain of 1 holder — while 221 added to existing stakes and 194 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $67.1M. The largest seller was Norges Bank, cutting an estimated $75.9M.

  • 620 institutional investors held WEC Energy (WEC) as of Q4 2015, down from 624 in Q3 2015.
  • Funds reported $11.9B of WEC Energy stock for Q4 2015, down 7.6% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q4 2015 and 58 closed out, a net change of +1 holder.
  • The largest WEC Energy buyer in Q4 2015 was Deutsche Bank, an estimated $67.1M added.
  • The largest WEC Energy seller in Q4 2015 was Norges Bank, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2015.