WEC Energy
489 hedge funds and large institutions have $6.8B invested in WEC Energy in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 178 reducing their positions, and 30 closing their positions.
1,269% more call options, than puts
Call options by funds: $20.3M | Put options by funds: $1.48M
80% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 30
5% more capital invested
Capital invested by funds: $6.46B → $6.8B (+$341M)
4% more funds holding
Funds holding: 468 → 489 (+21)
2.36% more ownership
Funds ownership: 70.26% → 72.63% (+2.4%)
17% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 178
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$115M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$67.5M |
| 3 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$48.4M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$41.8M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$39.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Analytic Investors
Los Angeles,
California
|
-$28.8M |
| 2 |
JP Morgan Chase
New York
|
-$24M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$23M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.3M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$18.4M |
WEC Hedge Fund Activity: Q4 2013 in Review
489 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2013, worth a combined $6.8B — up 5.3% from $6.46B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new WEC positions and 30 closed out — a net gain of 24 holders — while 148 added to existing stakes and 178 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $115M. The largest seller was Analytic Investors, exiting entirely with an estimated $28.8M sold.
- 489 institutional investors held WEC Energy (WEC) as of Q4 2013, up from 468 in Q3 2013.
- Funds reported $6.8B of WEC Energy stock for Q4 2013, up 5.3% quarter-over-quarter.
- 54 funds opened new WEC Energy positions in Q4 2013 and 30 closed out, a net change of +24 holders.
- The largest WEC Energy buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $115M added.
- The largest WEC Energy seller in Q4 2013 was Analytic Investors, an estimated $28.8M sold.
Based on aggregated 13F filings for Q4 2013.