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WR

Westar Energy Inc
WR

Delisted

WR was delisted on the 4th of June, 2018.

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371 hedge funds and large institutions have $5.62B invested in Westar Energy Inc in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 123 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

0% more capital invested

Capital invested by funds: $5.61B → $5.62B (+$16.5M)

7% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 132

3% less funds holding

Funds holding: 384 → 371 (-13)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
371
Holders Change
-13
Holders Change %
-3.39%
% of All Funds
8.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
123
Reduced
132
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$86.5M
2
WIC
Water Island Capital
New York
+$61.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$39.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$127M
2
Two Sigma Investments
Two Sigma Investments
New York
-$28.6M
3
Goldman Sachs
Goldman Sachs
New York
-$25.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.1M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
326
AssetMark Inc
California
$24K -$9.04K -179 -28%
Envestnet Asset Management
327
Envestnet Asset Management
Illinois
$22K -$10.3K -203 -33%
KF
328
Krilogy Financial
Missouri
$22K – – –
CPA
329
Clear Perspective Advisors
Illinois
$16K – – –
HWP
330
Hefty Wealth Partners
Indiana
$16K – – –
M
331
MOTCO
Texas
$16K – – –
DAM
332
Delta Asset Management
Tennessee
$13K – – –
GAM
333
Gemmer Asset Management
California
$13K – – –
GRP
334
Global Retirement Partners
California
$13K – – –
Parallax Volatility Advisers
335
Parallax Volatility Advisers
California
$13K +$12.1K +240 New
AIM
336
Arcadia Investment Management
Michigan
$12K – – –
HNB
337
Huntington National Bank
Ohio
$11K -$5.05K -100 -33%
VCM
338
Versant Capital Management
Arizona
$11K -$4.9K -97 -31%
GI
339
Gradient Investments
Minnesota
$11K – – –
CAW
340
Cornerstone Advisors (Washington)
Washington
$11K +$3.18K +63 +43%
OIA
341
Optimum Investment Advisors
Illinois
$11K +$10.1K +200 New
TWA
342
TCI Wealth Advisors
Arizona
$10K -$221K -4,375 -96%
CBOA
343
Commonwealth Bank of Australia
Australia
$10K – – –
SWP
344
Stratos Wealth Partners
Ohio
$10K – – –
TSW
345
Thompson Siegel & Walmsley
Virginia
$10K – – –
RCAG
346
Rehmann Capital Advisory Group
Michigan
$10K +$9.45K +187 New
DBT
347
Dubuque Bank & Trust
Iowa
$9K – – –
BWM
348
Baystate Wealth Management
Massachusetts
$7K – – –
MOS
349
MGO One Seven
Ohio
$7K – – –
PCP
350
Proficio Capital Partners
Massachusetts
$7K +$1.41K +28 +29%
12 13
14
15 16

WR Hedge Fund Activity: Q1 2018 in Review

371 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Westar Energy Inc (WR) for Q1 2018, worth a combined $5.62B — up 0.29% from $5.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WR and 29 opened new positions — a net loss of 9 holders — while 132 trimmed existing stakes and 123 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $86.5M. The largest seller was BlackRock, cutting an estimated $127M.

  • 371 institutional investors held Westar Energy Inc (WR) as of Q1 2018, down from 384 in Q4 2017.
  • Funds reported $5.62B of Westar Energy Inc stock for Q1 2018, up 0.29% quarter-over-quarter.
  • 29 funds opened new Westar Energy Inc positions in Q1 2018 and 38 closed out, a net change of -9 holders.
  • The largest Westar Energy Inc buyer in Q1 2018 was T. Rowe Price Associates, an estimated $86.5M added.
  • The largest Westar Energy Inc seller in Q1 2018 was BlackRock, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2018.