WEC Energy
711 hedge funds and large institutions have $13.6B invested in WEC Energy in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 238 increasing their positions, 262 reducing their positions, and 38 closing their positions.
92% more call options, than puts
Call options by funds: $18.1M | Put options by funds: $9.44M
47% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 38
1% more funds holding
Funds holding: 703 → 711 (+8)
4% more capital invested
Capital invested by funds: $13.1B → $13.6B (+$500M)
0.3% more ownership
Funds ownership: 70.58% → 70.88% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 262
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.48B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64M |
| 3 |
Renaissance Technologies
New York
|
+$36.8M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$35.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$67.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$50.1M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$41.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$26.6M |
WEC Hedge Fund Activity: Q1 2017 in Review
711 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2017, worth a combined $13.6B — up 3.8% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new WEC positions and 38 closed out — a net gain of 18 holders — while 238 added to existing stakes and 262 trimmed.
The largest buyer was BlackRock, adding an estimated $1.48B. The largest seller was Neuberger Berman Group, cutting an estimated $67.2M.
- 711 institutional investors held WEC Energy (WEC) as of Q1 2017, up from 703 in Q4 2016.
- Funds reported $13.6B of WEC Energy stock for Q1 2017, up 3.8% quarter-over-quarter.
- 56 funds opened new WEC Energy positions in Q1 2017 and 38 closed out, a net change of +18 holders.
- The largest WEC Energy buyer in Q1 2017 was BlackRock, an estimated $1.48B added.
- The largest WEC Energy seller in Q1 2017 was Neuberger Berman Group, an estimated $67.2M sold.
Based on aggregated 13F filings for Q1 2017.