WEC Energy
665 hedge funds and large institutions have $13.3B invested in WEC Energy in 2016 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 238 increasing their positions, 204 reducing their positions, and 38 closing their positions.
124% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 38
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
17% more capital invested
Capital invested by funds: $11.3B → $13.3B (+$1.98B)
17% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 204
7% more funds holding
Funds holding: 620 → 665 (+45)
0.33% more ownership
Funds ownership: 69.83% → 70.16% (+0.33%)
1% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $15.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$66.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$65.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$58.4M |
| 4 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$38.6M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$110M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$62.4M |
| 3 |
Neuberger Berman Group
New York
|
-$59.5M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$35.4M |
| 5 |
JP Morgan Chase
New York
|
-$35.1M |
WEC Hedge Fund Activity: Q1 2016 in Review
665 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2016, worth a combined $13.3B — up 17% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new WEC positions and 38 closed out — a net gain of 47 holders — while 238 added to existing stakes and 204 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $66.7M. The largest seller was Norges Bank, cutting an estimated $110M.
- 665 institutional investors held WEC Energy (WEC) as of Q1 2016, up from 620 in Q4 2015.
- Funds reported $13.3B of WEC Energy stock for Q1 2016, up 17% quarter-over-quarter.
- 85 funds opened new WEC Energy positions in Q1 2016 and 38 closed out, a net change of +47 holders.
- The largest WEC Energy buyer in Q1 2016 was Goldman Sachs, an estimated $66.7M added.
- The largest WEC Energy seller in Q1 2016 was Norges Bank, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2016.