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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
MA
151
MUFG Americas
New York
$5.02M +$397K +8,278 +8%
National Pension Service
152
National Pension Service
South Korea
$4.99M +$825K +17,193 +18%
SEI Investments
153
SEI Investments
Pennsylvania
$4.98M +$1.42M +29,601 +36%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$4.95M +$633K +13,179 +14%
AG
155
Aperio Group
California
$4.9M +$1.51M +31,385 +40%
Public Sector Pension Investment Board (PSP Investments)
156
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.86M +$1.43M +29,847 +38%
KFP
157
Keystone Financial Planning
Ohio
$4.85M +$15.5K +323 +0.3%
KBC Group
158
KBC Group
Belgium
$4.85M -$1.03M -21,449 -17%
CNAM
159
Campbell Newman Asset Management
Wisconsin
$4.55M -$376K -7,826 -7%
KIA
160
KCM Investment Advisors
California
$4.29M +$198K +4,123 +5%
CSUI
161
Cincinnati Specialty Underwriters Insurance
Ohio
$4.27M
GIBU
162
Gulf International Bank (UK)
United Kingdom
$4.16M +$1.28M +26,750 +41%
PAM
163
Panagora Asset Management
Massachusetts
$4.15M +$1.85M +38,477 +72%
FBNAT
164
FirstMerit Bank N.A. Trustee
Ohio
$4.13M -$432K -8,993 -9%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$3.93M +$4.19M +87,300 New
CNB
166
City National Bank
California
$3.89M +$79.3K +1,651 +2%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$3.86M +$1.4M +29,082 +51%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$3.73M +$1.09M +22,649 +38%
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$3.71M
BF
170
BOK Financial
Oklahoma
$3.65M -$36.9K -768 -0.9%
HIMCH
171
Hartford Investment Management Co (HIMCO)
Connecticut
$3.64M +$1.31M +27,390 +51%
CB
172
Commerce Bank
Missouri
$3.6M +$1.16M +24,066 +43%
FTC
173
Farmers Trust Company
Ohio
$3.6M +$95.5K +1,990 +3%
KCM
174
Kennedy Capital Management
Missouri
$3.58M +$3.82M +79,529 New
Korea Investment Corp
175
Korea Investment Corp
South Korea
$3.55M

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.