We are live on ! Find out more
WEC icon

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
PI
101
PGGM Investments
Netherlands
$8.45M +$149K +3,582 +2%
SG Americas Securities
102
SG Americas Securities
New York
$8.17M +$1.23M +29,504 +17%
SAM
103
Shell Asset Management
Netherlands
$8.12M -$272K -6,543 -3%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$8.03M +$432K +10,363 +6%
RT
105
Rockland Trust
Massachusetts
$8.01M +$266K +6,395 +3%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$7.97M +$3.4M +81,676 +71%
SONJCPFA
107
State of New Jersey Common Pension Fund A
New Jersey
$7.77M
AAF
108
Andra AP-fonden
Sweden
$7.76M
AQR Capital Management
109
AQR Capital Management
Connecticut
$7.46M -$183K -4,399 -2%
SSA
110
South Street Advisors
New York
$7.43M +$144K +3,460 +2%
WHG
111
Westwood Holdings Group
Texas
$7.41M -$4.69M -112,700 -38%
SCM
112
Stevens Capital Management
Pennsylvania
$7.41M +$1.84M +44,255 +32%
CNAM
113
Campbell Newman Asset Management
Wisconsin
$7.25M -$1.17M -28,055 -14%
HAI
114
Hennessy Advisors Inc
California
$7.17M +$500K +12,000 +7%
AIMCA
115
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.16M
US Bancorp
116
US Bancorp
Minnesota
$7.11M -$1M -24,086 -12%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$7.09M -$818K -19,640 -10%
QI
118
Qualcomm Inc
California
$6.81M
VOYA Investment Management
119
VOYA Investment Management
Georgia
$6.8M -$156K -3,738 -2%
MAM
120
Martingale Asset Management
Massachusetts
$6.74M +$483K +11,600 +7%
PP
121
PDT Partners
New York
$6.65M +$4.94M +118,656 +258%
BC
122
Bartlett & Co
Ohio
$6.63M -$357K -8,574 -5%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$6.54M +$131K +3,137 +2%
AL
124
AJO LP
Pennsylvania
$6.54M -$4.42M -106,200 -40%
PAM
125
Panagora Asset Management
Massachusetts
$6.5M +$4.37M +104,842 +187%

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.