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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
MHC
201
Meyer Handelman Company
New York
$2.34M +$71.7K +1,493 +3%
HNB
202
Huntington National Bank
Ohio
$2.33M +$789K +16,432 +47%
SMC
203
S. Muoio & Co
New York
$2.28M +$2.44M +50,758 New
HC
204
HHG & Company
Connecticut
$2.26M +$39.2K +816 +2%
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$2.26M +$755K +15,720 +46%
DIA
206
Dana Investment Advisors
Wisconsin
$2.24M +$146K +3,034 +6%
TFA
207
Transamerica Financial Advisors
Florida
$2.23M +$135K +2,822 +6%
ARTA
208
A.R.T. Advisors
New York
$2.16M +$2.31M +48,116 New
CAM
209
Capstone Asset Management
Texas
$2.15M +$518K +10,796 +29%
GG
210
Gofen & Glossberg
Illinois
$2.11M +$353K +7,353 +19%
William Blair & Company
211
William Blair & Company
Illinois
$2.1M +$325K +6,773 +17%
HighTower Advisors
212
HighTower Advisors
Illinois
$2.09M -$5.33M -111,000 -70%
Nomura Asset Management
213
Nomura Asset Management
Japan
$2.08M -$12.5M -261,340 -85%
PI
214
Putnam Investments
Massachusetts
$2.07M +$76.1K +1,586 +4%
SCI
215
S&CO Inc
Massachusetts
$2M
LA
216
LVW Advisors
New York
$1.99M +$75K +1,562 +4%
ProShare Advisors
217
ProShare Advisors
Maryland
$1.98M +$197K +4,111 +10%
NA
218
NewEdge Advisors
Louisiana
$1.92M +$50K +1,041 +3%
LTI
219
Laffer Tengler Investments
Tennessee
$1.89M -$258K -5,370 -11%
CCFCSB
220
Cape Cod Five Cents Savings Bank
Massachusetts
$1.88M -$44.5K -927 -2%
GA
221
Geneva Advisors
Illinois
$1.85M +$253K +5,275 +15%
Citigroup
222
Citigroup
New York
$1.84M +$402K +8,382 +26%
MSA
223
Mason Street Advisors
Wisconsin
$1.82M +$554K +11,546 +40%
PAM
224
Paradigm Asset Management
New York
$1.82M +$19.2K +400 +1%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$1.8M +$458K +9,544 +31%

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.