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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
TFA
201
Transamerica Financial Advisors
Florida
$2.94M +$135K +2,650 +5%
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$2.92M +$356K +6,978 +14%
URS
203
Utah Retirement Systems
Utah
$2.9M
Los Angeles Capital Management
204
Los Angeles Capital Management
California
$2.9M +$107K +2,100 +4%
AI
205
Ariel Investments
Illinois
$2.83M
TCM
206
Twin Capital Management
Pennsylvania
$2.8M -$11.2K -220 -0.4%
EC
207
Eachwin Capital
New York
$2.72M +$2.71M +53,045 New
Handelsbanken Fonder
208
Handelsbanken Fonder
Sweden
$2.72M +$2.7M +52,993 New
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$2.72M +$24K +471 +0.9%
PAM
210
Panagora Asset Management
Massachusetts
$2.69M -$352K -6,900 -12%
NB
211
Norinchukin Bank
Japan
$2.68M -$169K -3,311 -6%
RFC
212
Regions Financial Corp
Alabama
$2.68M +$201K +3,944 +8%
SB
213
Suntrust Banks
Georgia
$2.65M +$1.65M +32,269 +166%
HNB
214
Huntington National Bank
Ohio
$2.64M +$60K +1,175 +2%
Stifel Financial
215
Stifel Financial
Missouri
$2.61M -$3.81M -74,697 -59%
BNP Paribas Asset Management
216
BNP Paribas Asset Management
France
$2.61M -$1.14M -22,258 -30%
HC
217
HHG & Company
Connecticut
$2.58M +$21.6K +423 +0.8%
ProShare Advisors
218
ProShare Advisors
Maryland
$2.57M +$34K +667 +1%
Victory Capital Management
219
Victory Capital Management
Texas
$2.55M +$603K +11,811 +31%
SAM
220
Securian Asset Management
Minnesota
$2.54M +$1.02M +19,950 +68%
NA
221
NewEdge Advisors
Louisiana
$2.53M +$270K +5,289 +12%
MHC
222
Meyer Handelman Company
New York
$2.47M -$202K -3,960 -8%
FPIS
223
Financial Planning & Information Services
Wisconsin
$2.46M +$22.3K +437 +0.9%
GH
224
GAM Holding
Switzerland
$2.42M -$1.71M -33,432 -41%
PI
225
Putnam Investments
Massachusetts
$2.34M

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.