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WEC Energy

504 hedge funds and large institutions have $7.86B invested in WEC Energy in 2014 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 180 increasing their positions, 158 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,923% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $1.28M

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

16% more capital invested

Capital invested by funds: $6.79B → $7.86B (+$1.07B)

14% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 158

3% more funds holding

Funds holding: 489504 (+15)

2.27% more ownership

Funds ownership: 72.63%74.9% (+2.3%)

Holders
504
Holders Change
+15
Holders Change %
+3.07%
% of All Funds
14.55%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
58
Increased
180
Reduced
158
Closed
38
Calls
$51.3M
Puts
$1.28M
Net Calls
+$50.1M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$778M +$18.2M +422,427 +3%
State Street
2
State Street
Massachusetts
$526M -$5.44M -126,281 -1%
BFA
3
BlackRock Fund Advisors
California
$315M -$443K -10,275 -0.2%
Deutsche Bank
4
Deutsche Bank
Germany
$301M +$14.7M +340,501 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$295M +$35M +812,900 +15%
BIT
6
BlackRock Institutional Trust
California
$288M +$1.96M +45,440 +0.7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$228M +$5.49M +127,458 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$209M -$9.89M -229,508 -5%
ClearBridge Investments
9
ClearBridge Investments
New York
$189M +$5.14M +119,278 +3%
Northern Trust
10
Northern Trust
Illinois
$188M -$3.24M -75,144 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$187M -$6.62M -153,519 -4%
Wells Fargo
12
Wells Fargo
California
$162M +$9.36M +217,257 +7%
BA
13
BlackRock Advisors
Delaware
$148M -$985K -22,849 -0.7%
EIP
14
Epoch Investment Partners
New York
$134M +$363K +8,416 +0.3%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$127M -$2.06M -47,709 -2%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$119M +$35.5M +824,860 +48%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$117M -$10.2M -236,812 -9%
APG Asset Management
18
APG Asset Management
Netherlands
$112M +$1.19M +27,670 +1%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$94.7M -$675K -15,668 -0.8%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$92M -$8.7M -201,897 -9%
Franklin Resources
21
Franklin Resources
California
$86.6M
BG
22
BlackRock Group
United Kingdom
$84M -$820K -19,019 -1%
Ameriprise
23
Ameriprise
Minnesota
$79.3M -$7.61M -176,644 -9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$78.8M +$379K +8,797 +0.5%
Legal & General Group
25
Legal & General Group
United Kingdom
$77.4M +$891K +20,674 +1%

WEC Hedge Fund Activity: Q1 2014 in Review

504 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2014, worth a combined $7.86B — up 16% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WEC positions and 38 closed out — a net gain of 20 holders — while 180 added to existing stakes and 158 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $51.2M. The largest seller was Absolute Return Capital, cutting an estimated $36.9M.

  • 504 institutional investors held WEC Energy (WEC) as of Q1 2014, up from 489 in Q4 2013.
  • Funds reported $7.86B of WEC Energy stock for Q1 2014, up 16% quarter-over-quarter.
  • 58 funds opened new WEC Energy positions in Q1 2014 and 38 closed out, a net change of +20 holders.
  • The largest WEC Energy buyer in Q1 2014 was American Century Companies, an estimated $51.2M added.
  • The largest WEC Energy seller in Q1 2014 was Absolute Return Capital, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2014.