WEC Energy
686 hedge funds and large institutions have $13.1B invested in WEC Energy in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 232 increasing their positions, 252 reducing their positions, and 53 closing their positions.
8% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 53
8% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 252
1.06% less ownership
Funds ownership: 70.82% → 69.76% (-1.1%)
2% less funds holding
Funds holding: 700 → 686 (-14)
10% less capital invested
Capital invested by funds: $14.6B → $13.1B (-$1.47B)
17% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $18.5M
64% less funds holding in top 10
Funds holding in top 10: 14 → 5 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.4M |
| 2 |
JP Morgan Chase
New York
|
+$52.3M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$50.6M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$50.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$73.4M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$69.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$62.4M |
| 4 |
ClearBridge Investments
New York
|
-$43.8M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$35.3M |
WEC Hedge Fund Activity: Q3 2016 in Review
686 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2016, worth a combined $13.1B — down 10% from $14.6B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of WEC and 49 opened new positions — a net loss of 4 holders — while 252 trimmed existing stakes and 232 added.
The largest buyer was Morgan Stanley, adding an estimated $75.4M. The largest seller was Epoch Investment Partners, cutting an estimated $73.4M.
- 686 institutional investors held WEC Energy (WEC) as of Q3 2016, down from 700 in Q2 2016.
- Funds reported $13.1B of WEC Energy stock for Q3 2016, down 10% quarter-over-quarter.
- 49 funds opened new WEC Energy positions in Q3 2016 and 53 closed out, a net change of -4 holders.
- The largest WEC Energy buyer in Q3 2016 was Morgan Stanley, an estimated $75.4M added.
- The largest WEC Energy seller in Q3 2016 was Epoch Investment Partners, an estimated $73.4M sold.
Based on aggregated 13F filings for Q3 2016.