WEC Energy
704 hedge funds and large institutions have $13.1B invested in WEC Energy in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 253 increasing their positions, 219 reducing their positions, and 56 closing their positions.
45% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 56
16% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 219
3% more funds holding
Funds holding: 686 → 704 (+18)
0.9% more ownership
Funds ownership: 69.76% → 70.66% (+0.9%)
0% less capital invested
Capital invested by funds: $13.1B → $13.1B (-$24.3M)
28% less call options, than puts
Call options by funds: $14M | Put options by funds: $19.5M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$57.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$41.4M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$34.6M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$83M |
| 2 |
RFS
Rockefeller Financial Services
New York
|
-$34.9M |
| 3 |
Goldman Sachs
New York
|
-$34.1M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$32M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$31M |
WEC Hedge Fund Activity: Q4 2016 in Review
704 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2016, worth a combined $13.1B — down 0.19% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new WEC positions and 56 closed out — a net gain of 25 holders — while 253 added to existing stakes and 219 trimmed.
The largest buyer was State Street, adding an estimated $57.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $83M sold.
- 704 institutional investors held WEC Energy (WEC) as of Q4 2016, up from 686 in Q3 2016.
- Funds reported $13.1B of WEC Energy stock for Q4 2016, down 0.19% quarter-over-quarter.
- 81 funds opened new WEC Energy positions in Q4 2016 and 56 closed out, a net change of +25 holders.
- The largest WEC Energy buyer in Q4 2016 was State Street, an estimated $57.7M added.
- The largest WEC Energy seller in Q4 2016 was Lord, Abbett & Co, an estimated $83M sold.
Based on aggregated 13F filings for Q4 2016.