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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
IRF
176
IBM Retirement Fund
New York
$3.47M +$1.02M +21,320 +38%
CT
177
Cambridge Trust
Massachusetts
$3.28M -$58.9K -1,227 -2%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$3.22M -$338K -7,036 -9%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$3.19M +$376K +7,836 +12%
EIM
180
ExxonMobil Investment Management
Texas
$3.18M +$792K +16,507 +30%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$3.17M +$636K +13,241 +23%
LCP
182
Longbow Capital Partners
New York
$3.1M +$3.3M +68,816 New
EGM
183
Engineers Gate Manager
New York
$3M +$3.2M +66,608 New
FAF
184
Fjarde Ap-fonden
Sweden
$2.99M +$986K +20,548 +45%
RHFI
185
Reilly Herbert Faulkner III
$2.97M +$101K +2,099 +3%
CCM
186
Channing Capital Management
Illinois
$2.96M -$5.21M -108,489 -62%
FPIS
187
Financial Planning & Information Services
Wisconsin
$2.96M +$3.16M +65,813 New
DILH
188
Dai-ichi Life Holdings
Japan
$2.93M +$1.53M +31,970 +96%
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$2.77M +$2.96M +61,704 New
OPERF
190
Oregon Public Employees Retirement Fund
Oregon
$2.71M +$1.05M +21,920 +57%
Victory Capital Management
191
Victory Capital Management
Texas
$2.69M +$2.84M +59,248 New
CS
192
Candriam SCA
Luxembourg
$2.58M +$2.37M +49,465 +618%
SFS
193
Strategic Financial Services
New York
$2.54M -$36.5K -760 -1%
URS
194
Utah Retirement Systems
Utah
$2.53M +$766K +15,946 +40%
ACM
195
Azimuth Capital Management
Michigan
$2.52M -$62.7K -1,305 -2%
NB
196
Norinchukin Bank
Japan
$2.49M +$865K +18,010 +48%
PIM
197
Penobscot Investment Management
Massachusetts
$2.43M +$246K +5,126 +11%
BAM
198
Baring Asset Management
United Kingdom
$2.42M
LPL Financial
199
LPL Financial
California
$2.41M +$415K +8,646 +20%
ABC
200
Associated Banc-Corp
Wisconsin
$2.36M +$2.11M +43,879 +513%

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.