WEC Energy
561 hedge funds and large institutions have $8.33B invested in WEC Energy in 2015 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 206 reducing their positions, and 41 closing their positions.
211% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $4.91M
37% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 41
2% more funds holding
Funds holding: 550 → 561 (+11)
2.14% less ownership
Funds ownership: 76.73% → 74.59% (-2.1%)
9% less capital invested
Capital invested by funds: $9.13B → $8.33B (-$802M)
17% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 206
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.7M |
| 2 |
ED
Exane Derivatives
Paris,
France
|
+$22.9M |
| 3 |
JP Morgan Chase
New York
|
+$22.8M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$19.4M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$59.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$37.8M |
| 3 |
State Street
Boston,
Massachusetts
|
-$37.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$29.4M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$28M |
WEC Hedge Fund Activity: Q1 2015 in Review
561 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2015, worth a combined $8.33B — down 8.8% from $9.13B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new WEC positions and 41 closed out — a net gain of 15 holders — while 172 added to existing stakes and 206 trimmed.
The largest buyer was Vanguard Group, adding an estimated $40.7M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $59.8M.
- 561 institutional investors held WEC Energy (WEC) as of Q1 2015, up from 550 in Q4 2014.
- Funds reported $8.33B of WEC Energy stock for Q1 2015, down 8.8% quarter-over-quarter.
- 56 funds opened new WEC Energy positions in Q1 2015 and 41 closed out, a net change of +15 holders.
- The largest WEC Energy buyer in Q1 2015 was Vanguard Group, an estimated $40.7M added.
- The largest WEC Energy seller in Q1 2015 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $59.8M sold.
Based on aggregated 13F filings for Q1 2015.