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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
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$1.98M -$73K -1,754 -3%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$1.96M +$257K +6,178 +15%
OI
203
Oakbrook Investments
Illinois
$1.9M -$181K -4,350 -8%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.88M -$3.21K -77 -0.2%
SCI
205
S&CO Inc
Massachusetts
$1.79M
ACI
206
AMP Capital Investors
Australia
$1.76M -$652K -15,660 -26%
MSA
207
Mason Street Advisors
Wisconsin
$1.74M -$214K -5,137 -11%
SFI
208
SPC Financial Inc
Maryland
$1.74M -$16.7K -400 -0.9%
DIA
209
Dana Investment Advisors
Wisconsin
$1.73M -$9.49K -228 -0.5%
GG
210
Gofen & Glossberg
Illinois
$1.7M
CCFCSB
211
Cape Cod Five Cents Savings Bank
Massachusetts
$1.7M +$9.79K +235 +0.6%
HNB
212
Huntington National Bank
Ohio
$1.67M +$17.3K +415 +1%
WAM
213
World Asset Management
Michigan
$1.65M -$208K -4,986 -11%
URS
214
Utah Retirement Systems
Utah
$1.65M -$16.7K -400 -1%
STC
215
SEI Trust Company
Pennsylvania
$1.62M +$916K +22,000 +121%
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$1.59M +$1.18M +28,342 +257%
AG
217
Aperio Group
California
$1.59M +$346K +8,299 +27%
LPL Financial
218
LPL Financial
California
$1.52M +$705K +16,926 +84%
PIM
219
Penobscot Investment Management
Massachusetts
$1.51M +$183K +4,400 +13%
ST
220
Spinnaker Trust
Maine
$1.47M
BG
221
Bahl & Gaynor
Ohio
$1.46M +$59.2K +1,421 +4%
SIM
222
Sentry Investment Management
Wisconsin
$1.44M +$308K +7,400 +26%
SI
223
SII Investments
Wisconsin
$1.43M -$9.16K -220 -0.6%
VAM
224
Visium Asset Management
New York
$1.4M +$1.44M +34,665 New
MYLI
225
Meiji Yasuda Life Insurance
Japan
$1.36M +$309K +7,412 +28%

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.