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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
Nomura Holdings
151
Nomura Holdings
Japan
$4.46M +$400K +9,615 +10%
SBH
152
Segall Bryant & Hamill
Illinois
$4.37M -$245K -5,873 -5%
HighTower Advisors
153
HighTower Advisors
Illinois
$4.34M +$375K +9,018 +9%
BRCM
154
Bright Rock Capital Management
Massachusetts
$4.16M +$416K +10,000 +11%
CSUI
155
Cincinnati Specialty Underwriters Insurance
Ohio
$3.84M
IRF
156
IBM Retirement Fund
New York
$3.81M -$589K -14,141 -13%
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$3.79M -$4.05M -97,202 -51%
FBNAT
158
FirstMerit Bank N.A. Trustee
Ohio
$3.77M +$416K +9,998 +12%
MA
159
MUFG Americas
New York
$3.77M +$108K +2,603 +3%
SOMRS
160
State of Michigan Retirement System
Michigan
$3.74M -$12.5K -300 -0.3%
Axa
161
Axa
France
$3.71M +$27K +649 +0.7%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$3.66M +$39.6K +950 +1%
ANI
163
American National Insurance
Texas
$3.65M +$337K +8,100 +10%
Victory Capital Management
164
Victory Capital Management
Texas
$3.6M +$3.72M +89,260 New
Credit Agricole
165
Credit Agricole
France
$3.59M +$3.7M +88,936 New
BII
166
Baring International Investment
United Kingdom
$3.41M -$298K -7,161 -8%
CEP
167
Chicago Equity Partners
Illinois
$3.39M -$591K -14,200 -14%
CCMH
168
Cornerstone Capital Management Holdings
New York
$3.24M +$207K +4,981 +7%
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$3.16M +$353K +8,466 +12%
TSU
170
TD Securities (USA)
New York
$3.15M -$1.58K -38 -0%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.07M -$104K -2,500 -3%
CA
172
Commerzbank Aktiengesellschaft
Germany
$3.04M -$463K -11,111 -13%
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$2.95M -$243K -5,840 -7%
HIMCH
174
Hartford Investment Management Co (HIMCO)
Connecticut
$2.91M +$68.5K +1,644 +2%
CCM
175
Channing Capital Management
Illinois
$2.88M

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.