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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
BHTS
151
Bar Harbor Trust Services
Maine
$6.14M +$6.1M +119,600 New
BPB
152
Badgley, Phelps & Bell
Washington
$6.03M +$94.3K +1,847 +2%
RIM
153
RS Investment Management
California
$5.98M +$5.95M +116,610 New
OTPPB
154
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.97M +$237K +4,639 +4%
TPSF
155
Texas Permanent School Fund
Texas
$5.71M -$63.8K -1,249 -1%
ACM
156
Azimuth Capital Management
Michigan
$5.66M +$130K +2,543 +2%
KFP
157
Keystone Financial Planning
Ohio
$5.58M +$9.09K +178 +0.2%
SOMRS
158
State of Michigan Retirement System
Michigan
$5.54M -$306K -6,000 -5%
Citigroup
159
Citigroup
New York
$5.42M +$458K +8,974 +9%
SAM
160
Shell Asset Management
Netherlands
$5.4M +$5.37M +105,234 New
GT
161
Glenmede Trust
Pennsylvania
$5.34M +$3.85M +75,414 +263%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.28M -$197K -3,858 -4%
Citadel Advisors
163
Citadel Advisors
Florida
$5.19M +$5.16M +101,103 New
AAM
164
Advisors Asset Management
Colorado
$5.11M +$662K +12,976 +15%
QI
165
QS Investors
New York
$4.89M -$5.27M -103,334 -52%
CSUI
166
Cincinnati Specialty Underwriters Insurance
Ohio
$4.87M
BF
167
BOK Financial
Oklahoma
$4.87M -$17.8K -348 -0.4%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4.87M -$177K -3,463 -4%
CC
169
Curian Capital
Colorado
$4.86M -$9.17M -179,585 -65%
KIA
170
KCM Investment Advisors
California
$4.82M -$1.99K -39 -0%
B
171
BP
United Kingdom
$4.82M
GIBU
172
Gulf International Bank (UK)
United Kingdom
$4.81M +$36.2K +710 +0.8%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$4.76M +$84.2K +1,649 +2%
LPL Financial
174
LPL Financial
California
$4.73M +$1.13M +22,095 +32%
FBNAT
175
FirstMerit Bank N.A. Trustee
Ohio
$4.66M +$15.4K +302 +0.3%

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.