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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
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$3.3M +$144K +1,583 +5%
KeyBank National Association
252
KeyBank National Association
Ohio
$3.3M -$1.67M -18,357 -34%
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$3.28M +$232K +2,547 +8%
GP
254
Girard Partners
Pennsylvania
$3.27M +$192K +2,107 +6%
KFP
255
Keystone Financial Planning
Ohio
$3.23M -$13.7K -150 -0.4%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$3.2M -$907K -9,945 -22%
CCFCSB
257
Cape Cod Five Cents Savings Bank
Massachusetts
$3.14M +$9.66K +106 +0.3%
FA
258
FDx Advisors
Illinois
$3.13M +$1.11M +12,129 +55%
LA
259
LVW Advisors
New York
$3.12M +$1.46K +16 +0%
FAB
260
First American Bank
Illinois
$3.11M +$3.07M +33,710 New
II
261
IFM Investors
Australia
$3.06M -$154K -1,691 -5%
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$3.02M -$83.5K -916 -3%
NC
263
Nicholas Company
Wisconsin
$2.98M -$365K -4,000 -11%
GLA
264
Great Lakes Advisors
Illinois
$2.96M -$67.6K -741 -2%
B
265
BP
United Kingdom
$2.95M
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$2.92M
SAM
267
Securian Asset Management
Minnesota
$2.88M -$99.4K -1,090 -3%
CCC
268
Cincinnati Casualty Company
Ohio
$2.86M
LCP
269
Legacy Capital Partners
Wisconsin
$2.83M -$76.1K -835 -3%
CG
270
Colony Group
Massachusetts
$2.81M +$847K +9,285 +44%
CCM
271
Copeland Capital Management
Pennsylvania
$2.81M
TA
272
Tiedemann Advisors
New York
$2.8M -$196K -2,150 -7%
Lazard Asset Management
273
Lazard Asset Management
New York
$2.8M +$2.1M +22,984 +313%
BF
274
BOK Financial
Oklahoma
$2.78M -$3.88M -42,605 -59%
PFS
275
Prospera Financial Services
Texas
$2.72M +$2.23M +24,474 +485%

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.