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WEC Energy

598 hedge funds and large institutions have $8.81B invested in WEC Energy in 2015 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 104

114% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $6.51M

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

12.86% more ownership

Funds ownership: 74.59%87.45% (+13%)

7% more funds holding

Funds holding: 561598 (+37)

6% more capital invested

Capital invested by funds: $8.31B → $8.81B (+$500M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
598
Holders Change
+37
Holders Change %
+6.6%
% of All Funds
16.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
124
Increased
298
Reduced
104
Closed
81
Calls
$13.9M
Puts
$6.51M
Net Calls
+$7.41M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B +$373M +7,764,238 +42%
State Street
2
State Street
Massachusetts
$677M +$168M +3,499,978 +30%
BIT
3
BlackRock Institutional Trust
California
$390M +$104M +2,161,638 +33%
BFA
4
BlackRock Fund Advisors
California
$387M +$36.6M +761,845 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$352M +$6.79M +141,354 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$238M +$1.39M +28,980 +0.6%
Northern Trust
7
Northern Trust
Illinois
$237M +$61.8M +1,287,902 +32%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$235M +$329K +6,860 +0.1%
EIP
9
Epoch Investment Partners
New York
$222M -$1.44M -29,939 -0.6%
JP Morgan Chase
10
JP Morgan Chase
New York
$208M +$1.15M +24,041 +0.5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$191M +$56.5M +1,176,424 +38%
Wells Fargo
12
Wells Fargo
California
$160M +$7.26M +151,309 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$148M +$33.5M +697,330 +27%
Norges Bank
14
Norges Bank
Norway
$147M +$30.4M +633,765 +24%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$123M +$35.4M +736,937 +39%
BG
16
BlackRock Group
United Kingdom
$119M +$37.9M +790,059 +43%
BA
17
BlackRock Advisors
Delaware
$118M -$7.61M -158,447 -6%
JHIU
18
Janus Henderson Investors US
Colorado
$114M +$53.7M +1,119,045 +79%
Legal & General Group
19
Legal & General Group
United Kingdom
$87.4M +$16.2M +336,620 +21%
Franklin Resources
20
Franklin Resources
California
$87.2M -$850K -17,702 -0.9%
APG Asset Management
21
APG Asset Management
Netherlands
$87.2M +$7.89M +164,352 +9%
MAA
22
Managed Account Advisors
New Jersey
$87.1M +$12.6M +261,688 +16%
WHG
23
Westwood Holdings Group
Texas
$86.8M +$1.48M +30,816 +2%
BG
24
Bahl & Gaynor
Ohio
$78.1M +$308K +6,415 +0.4%
Ameriprise
25
Ameriprise
Minnesota
$76.3M +$4.58M +95,474 +6%

WEC Hedge Fund Activity: Q2 2015 in Review

598 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2015, worth a combined $8.81B — up 6% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WEC positions and 81 closed out — a net gain of 43 holders — while 298 added to existing stakes and 104 trimmed.

The largest buyer was Vanguard Group, adding an estimated $373M. The largest seller was Deutsche Bank, cutting an estimated $234M.

  • 598 institutional investors held WEC Energy (WEC) as of Q2 2015, up from 561 in Q1 2015.
  • Funds reported $8.81B of WEC Energy stock for Q2 2015, up 6% quarter-over-quarter.
  • 124 funds opened new WEC Energy positions in Q2 2015 and 81 closed out, a net change of +43 holders.
  • The largest WEC Energy buyer in Q2 2015 was Vanguard Group, an estimated $373M added.
  • The largest WEC Energy seller in Q2 2015 was Deutsche Bank, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2015.