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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
ASRS
126
Arizona State Retirement System
Arizona
$8.91M -$342K -6,700 -4%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$8.71M -$80.4K -1,575 -0.9%
VRS
128
Virginia Retirement Systems
Virginia
$8.63M +$74.7K +1,463 +0.9%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$8.51M -$1.19M -23,260 -12%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$8.44M -$34.2M -669,138 -80%
Millennium Management
131
Millennium Management
New York
$8.43M +$2.98M +58,459 +55%
Retirement Systems of Alabama
132
Retirement Systems of Alabama
Alabama
$8.4M -$734K -14,384 -8%
LC
133
LNZ Capital
New York
$8.35M +$8.31M +162,760 New
BSPF
134
British Steel Pension Fund
United Kingdom
$8.26M +$8.22M +161,000 New
CM
135
Churchill Management
California
$8.26M +$1.11M +21,706 +16%
Axa
136
Axa
France
$8.23M -$980K -19,197 -11%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$7.82M
AG
138
Aperio Group
California
$7.43M +$757K +14,828 +11%
CT
139
Cambridge Trust
Massachusetts
$7.2M +$185K +3,630 +3%
Korea Investment Corp
140
Korea Investment Corp
South Korea
$7.12M +$296K +5,800 +4%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$6.98M +$124K +2,420 +2%
SBH
142
Segall Bryant & Hamill
Illinois
$6.9M -$17.4K -341 -0.3%
ACI
143
AMP Capital Investors
Australia
$6.83M +$231K +4,521 +4%
HighTower Advisors
144
HighTower Advisors
Illinois
$6.76M -$1.56M -30,574 -19%
CCM
145
Channing Capital Management
Illinois
$6.75M -$83.7K -1,640 -1%
BC
146
Bartlett & Co
Ohio
$6.7M +$19.8K +388 +0.3%
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.63M
DILH
148
Dai-ichi Life Holdings
Japan
$6.62M +$1.17M +22,928 +22%
FQ
149
First Quadrant
California
$6.39M -$755K -14,800 -11%
LM
150
Luminus Management
Texas
$6.28M +$6.25M +122,457 New

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.