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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
LTI
1
Laffer Tengler Investments
Tennessee
$1.94B -$1.59M -38,200 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$643M +$29.3M +703,629 +5%
State Street
3
State Street
Massachusetts
$470M -$539K -12,954 -0.1%
BIT
4
BlackRock Institutional Trust
California
$246M -$4.08M -97,994 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$206M -$4.08M -97,867 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$199M -$2.57M -61,648 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$192M +$19.8M +476,221 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$189M +$43.8M +1,050,800 +29%
Deutsche Bank
9
Deutsche Bank
Germany
$181M +$156M +3,742,438 +499%
BFA
10
BlackRock Fund Advisors
California
$162M -$14.5M -348,052 -8%
ClearBridge Investments
11
ClearBridge Investments
New York
$151M -$4.14M -99,458 -3%
Wells Fargo
12
Wells Fargo
California
$138M +$16.5M +395,534 +13%
EIP
13
Epoch Investment Partners
New York
$134M -$1.26M -30,231 -0.9%
BA
14
BlackRock Advisors
Delaware
$130M +$470K +11,276 +0.4%
Northern Trust
15
Northern Trust
Illinois
$125M -$4.64M -111,525 -3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$117M +$172K +4,139 +0.1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$115M +$12.7M +305,970 +12%
Franklin Resources
18
Franklin Resources
California
$84.6M -$112K -2,700 -0.1%
APG Asset Management
19
APG Asset Management
Netherlands
$84.3M +$13.2M +317,837 +18%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$83.1M +$21.3M +512,437 +33%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$82.5M -$12.1M -290,040 -12%
EAM
22
Edge Asset Management
Washington
$80.5M +$41.4M +993,509 +101%
Ameriprise
23
Ameriprise
Minnesota
$78.1M -$17.3M -416,119 -18%
BG
24
BlackRock Group
United Kingdom
$73.7M +$1.58M +38,046 +2%
Bank of America
25
Bank of America
North Carolina
$68.7M -$60.8M -1,460,735 -46%

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.