WEC Energy
624 hedge funds and large institutions have $12.9B invested in WEC Energy in 2015 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 190 reducing their positions, and 84 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
107% more call options, than puts
Call options by funds: $15M | Put options by funds: $7.24M
46% more capital invested
Capital invested by funds: $8.81B → $12.9B (+$4.09B)
33% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 84
14% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 190
4% more funds holding
Funds holding: 598 → 624 (+26)
18.86% less ownership
Funds ownership: 87.45% → 68.59% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$281M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$126M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$99.2M |
| 4 |
SBAM
Santa Barbara Asset Management
Los Angeles,
California
|
+$94.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$92.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$51.4M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$50.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$36.8M |
| 4 |
Barclays
London,
United Kingdom
|
-$29.1M |
| 5 |
Morgan Stanley
New York
|
-$24.9M |
WEC Hedge Fund Activity: Q3 2015 in Review
624 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2015, worth a combined $12.9B — up 46% from $8.81B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new WEC positions and 84 closed out — a net gain of 28 holders — while 217 added to existing stakes and 190 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $281M. The largest seller was Goldman Sachs, cutting an estimated $51.4M.
- 624 institutional investors held WEC Energy (WEC) as of Q3 2015, up from 598 in Q2 2015.
- Funds reported $12.9B of WEC Energy stock for Q3 2015, up 46% quarter-over-quarter.
- 112 funds opened new WEC Energy positions in Q3 2015 and 84 closed out, a net change of +28 holders.
- The largest WEC Energy buyer in Q3 2015 was Deutsche Bank, an estimated $281M added.
- The largest WEC Energy seller in Q3 2015 was Goldman Sachs, an estimated $51.4M sold.
Based on aggregated 13F filings for Q3 2015.