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WEC Energy

923 hedge funds and large institutions have $22.4B invested in WEC Energy in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 296 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $12.7M

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

3% more funds holding

Funds holding: 893923 (+30)

0% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 295

0.3% less ownership

Funds ownership: 77.32%77.02% (-0.3%)

3% less capital invested

Capital invested by funds: $23.2B → $22.4B (-$767M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
923
Holders Change
+30
Holders Change %
+3.36%
% of All Funds
18.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
122
Increased
296
Reduced
295
Closed
76
Calls
$36.3M
Puts
$12.7M
Net Calls
+$23.6M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$4.33M -$158K -1,733 -4%
Creative Planning
227
Creative Planning
Kansas
$4.29M +$37.2K +408 +0.9%
KWM
228
Kingsview Wealth Management
Oregon
$4.27M +$49.5K +543 +1%
JWM
229
JGP Wealth Management
Oregon
$4.23M +$169K +1,851 +4%
VWM
230
Venturi Wealth Management
Texas
$4.18M -$153K -1,683 -4%
MSA
231
Mason Street Advisors
Wisconsin
$4.15M +$6.02K +66 +0.1%
SCI
232
S&CO Inc
Massachusetts
$4.13M
GTAM
233
Global Trust Asset Management
Florida
$4.07M
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$3.98M +$293K +3,219 +8%
MOACM
235
Mutual of America Capital Management
New York
$3.93M +$34.3K +376 +0.9%
MCM
236
Mattern Capital Management
Colorado
$3.89M +$3.85M +42,178 New
NB
237
Norinchukin Bank
Japan
$3.85M -$351K -3,854 -8%
SLAM
238
Swiss Life Asset Management
$3.85M +$952K +10,437 +33%
Wolverine Trading
239
Wolverine Trading
Illinois
$3.82M +$3.78M +41,441 New
AFG
240
Albion Financial Group
Utah
$3.7M +$77.9K +854 +2%
JMPWA
241
JP Morgan Private Wealth Advisors
California
$3.69M +$58.2K +638 +2%
KIA
242
KCM Investment Advisors
California
$3.68M -$44.5K -488 -1%
VI
243
Vestcor Inc
New Brunswick, Canada
$3.67M +$3.63M +39,842 New
MHC
244
Meyer Handelman Company
New York
$3.67M -$300K -3,290 -8%
GG
245
Gofen & Glossberg
Illinois
$3.62M +$2.28K +25 +0.1%
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.51M
TCM
247
Twin Capital Management
Pennsylvania
$3.49M -$48.3K -530 -1%
LIM
248
Leavell Investment Management
Alabama
$3.48M -$41.5K -455 -1%
CWM
249
CIBC World Markets
New York
$3.44M +$126K +1,378 +4%
CIBC World Market
250
CIBC World Market
Ontario, Canada
$3.41M -$78.9K -865 -2%

WEC Hedge Fund Activity: Q4 2019 in Review

923 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2019, worth a combined $22.4B — down 3.3% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new WEC positions and 76 closed out — a net gain of 46 holders — while 296 added to existing stakes and 295 trimmed.

The largest buyer was State Street, adding an estimated $73.4M. The largest seller was Renaissance Technologies, cutting an estimated $134M.

  • 923 institutional investors held WEC Energy (WEC) as of Q4 2019, up from 893 in Q3 2019.
  • Funds reported $22.4B of WEC Energy stock for Q4 2019, down 3.3% quarter-over-quarter.
  • 122 funds opened new WEC Energy positions in Q4 2019 and 76 closed out, a net change of +46 holders.
  • The largest WEC Energy buyer in Q4 2019 was State Street, an estimated $73.4M added.
  • The largest WEC Energy seller in Q4 2019 was Renaissance Technologies, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2019.