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WEC Energy

620 hedge funds and large institutions have $11.9B invested in WEC Energy in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 221 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.23M

14% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 194

1.24% more ownership

Funds ownership: 68.59%69.83% (+1.2%)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less funds holding

Funds holding: 624620 (-4)

8% less capital invested

Capital invested by funds: $12.9B → $11.9B (-$976M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
620
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
16.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
59
Increased
221
Reduced
194
Closed
58
Calls
$11.9M
Puts
$3.23M
Net Calls
+$8.65M
Net Calls Change
+$888K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41B +$38.4M +752,914 +3%
State Street
2
State Street
Massachusetts
$730M -$22.2M -434,985 -3%
LTI
3
Laffer Tengler Investments
Tennessee
$635M
BFA
4
BlackRock Fund Advisors
California
$448M +$19.1M +373,517 +4%
BIT
5
BlackRock Institutional Trust
California
$441M +$1.83M +35,858 +0.4%
Deutsche Bank
6
Deutsche Bank
Germany
$409M +$67.1M +1,315,549 +20%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$396M -$9.86M -193,236 -2%
EIP
8
Epoch Investment Partners
New York
$372M +$27M +528,014 +8%
Wells Fargo
9
Wells Fargo
California
$304M +$23.9M +468,942 +9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$262M -$3.02M -59,199 -1%
ClearBridge Investments
11
ClearBridge Investments
New York
$261M -$3.57M -70,024 -1%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$253M +$13.1M +257,535 +6%
Northern Trust
13
Northern Trust
Illinois
$250M -$6.43M -125,969 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$235M +$2.65M +51,914 +1%
Bank of America
15
Bank of America
North Carolina
$213M +$21.7M +424,870 +11%
Invesco
16
Invesco
Georgia
$161M +$31.3M +612,633 +24%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$156M -$542K -10,627 -0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$154M -$7.74M -151,693 -5%
BG
19
BlackRock Group
United Kingdom
$143M +$64.6K +1,265 +0%
BA
20
BlackRock Advisors
Delaware
$137M +$95.2K +1,865 +0.1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$134M +$48.1K +942 +0%
Legal & General Group
22
Legal & General Group
United Kingdom
$122M +$1.69M +33,146 +1%
RFS
23
Rockefeller Financial Services
New York
$113M +$23.1M +452,804 +26%
Franklin Resources
24
Franklin Resources
California
$110M -$20.4K -400 -0%
Ameriprise
25
Ameriprise
Minnesota
$110M -$912K -17,860 -0.8%

WEC Hedge Fund Activity: Q4 2015 in Review

620 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2015, worth a combined $11.9B — down 7.6% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WEC positions and 58 closed out — a net gain of 1 holder — while 221 added to existing stakes and 194 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $67.1M. The largest seller was Norges Bank, cutting an estimated $75.9M.

  • 620 institutional investors held WEC Energy (WEC) as of Q4 2015, down from 624 in Q3 2015.
  • Funds reported $11.9B of WEC Energy stock for Q4 2015, down 7.6% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q4 2015 and 58 closed out, a net change of +1 holder.
  • The largest WEC Energy buyer in Q4 2015 was Deutsche Bank, an estimated $67.1M added.
  • The largest WEC Energy seller in Q4 2015 was Norges Bank, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2015.