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WEC Energy
WEC

862 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $10.7M

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $16.2B → $18.8B (+$2.59B)

2% more funds holding

Funds holding: 847 → 862 (+15)

0.15% more ownership

Funds ownership: 75.3% → 75.45% (+0.15%)

8% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 306

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
862
Holders Change
+15
Holders Change %
+1.77%
% of All Funds
18.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
88
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$228M
2
American Century Companies
American Century Companies
Missouri
+$76.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$37.4M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$32.8M
5
Bank of America
Bank of America
North Carolina
+$30M

Top Sellers

1
BlackRock
BlackRock
New York
-$107M
2
Morgan Stanley
Morgan Stanley
New York
-$85.5M
3
Charles Schwab
Charles Schwab
California
-$64.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.4M
5
UBS AM
UBS AM
Illinois
-$48.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$3.81M +$54.4K +733 +2%
NAM
227
Nissay Asset Management
Japan
$3.8M -$312K -4,208 -8%
NMIMC
228
Northwestern Mutual Investment Management Company
Wisconsin
$3.79M +$28.4K +383 +0.8%
ACM
229
Azimuth Capital Management
Michigan
$3.76M +$110K +1,483 +3%
KeyBank National Association
230
KeyBank National Association
Ohio
$3.72M -$157K -2,119 -4%
KWM
231
Kingsview Wealth Management
Oregon
$3.72M +$23.3K +314 +0.7%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$3.67M -$855K -11,524 -20%
CCM
233
Copeland Capital Management
Pennsylvania
$3.6M +$3.33M +44,919 +7,678%
RIM
234
Redpoint Investment Management
Australia
$3.57M +$60.5K +816 +2%
MSA
235
Mason Street Advisors
Wisconsin
$3.56M +$38.6K +520 +1%
SCI
236
S&CO Inc
Massachusetts
$3.54M – – –
GTAM
237
Global Trust Asset Management
Florida
$3.49M – – –
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$3.47M -$115K -1,549 -3%
JWM
239
JGP Wealth Management
Oregon
$3.4M +$33.8K +456 +1%
Creative Planning
240
Creative Planning
Kansas
$3.4M -$138K -1,864 -4%
GG
241
Gofen & Glossberg
Illinois
$3.39M +$12.7K +171 +0.4%
IMOV
242
Investment Management of Virginia
Virginia
$3.37M +$1.58M +21,322 +100%
MOACM
243
Mutual of America Capital Management
New York
$3.33M +$63.7K +858 +2%
ECM
244
ETrade Capital Management
Virginia
$3.32M -$116K -1,562 -4%
MHC
245
Meyer Handelman Company
New York
$3.32M – – –
CIBC World Market
246
CIBC World Market
Ontario, Canada
$3.23M -$138K -1,856 -4%
William Blair & Company
247
William Blair & Company
Illinois
$3.23M +$183K +2,467 +6%
MCIM
248
Meadow Creek Investment Management
Georgia
$3.23M +$146K +1,972 +5%
B
249
BP
United Kingdom
$3.16M – – –
AB
250
Amalgamated Bank
New York
$3.16M +$79.1K +1,066 +3%
8 9
10
11 12

WEC Hedge Fund Activity: Q1 2019 in Review

862 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2019, worth a combined $18.8B — up 16% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new WEC positions and 66 closed out — a net gain of 22 holders — while 283 added to existing stakes and 306 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was BlackRock, cutting an estimated $107M.

  • 862 institutional investors held WEC Energy (WEC) as of Q1 2019, up from 847 in Q4 2018.
  • Funds reported $18.8B of WEC Energy stock for Q1 2019, up 16% quarter-over-quarter.
  • 88 funds opened new WEC Energy positions in Q1 2019 and 66 closed out, a net change of +22 holders.
  • The largest WEC Energy buyer in Q1 2019 was Vanguard Group, an estimated $228M added.
  • The largest WEC Energy seller in Q1 2019 was BlackRock, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2019.