We are live on ! Find out more
WEC icon

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
PCM
276
Parsons Capital Management
Rhode Island
$2.71M -$81.6K -895 -3%
CAN
277
Cetera Advisor Networks
California
$2.69M -$34.7K -381 -1%
MYAM
278
Meiji Yasuda Asset Management
Japan
$2.68M +$32.8K +360 +1%
DCM
279
Dupont Capital Management
Delaware
$2.68M +$39.9K +438 +2%
SG Americas Securities
280
SG Americas Securities
New York
$2.66M -$4.03M -44,168 -61%
KA
281
KLCM Advisors
Wisconsin
$2.63M +$1.4M +15,390 +117%
HAG
282
HighPoint Advisor Group
Illinois
$2.63M -$28.4K -312 -1%
SMG
283
Spectrum Management Group
Indiana
$2.62M +$176K +1,925 +7%
TSS
284
Thomas Story & Son
Indiana
$2.6M
LIA
285
LS Investment Advisors
Michigan
$2.59M +$1.64K +18 +0.1%
ST
286
Somerset Trust
Pennsylvania
$2.58M +$56.1K +615 +2%
BAM
287
Blueshift Asset Management
New Jersey
$2.5M +$1.98M +21,687 +403%
WIS
288
Wright Investors Service
Connecticut
$2.47M -$5.38K -59 -0.2%
Thrivent Financial for Lutherans
289
Thrivent Financial for Lutherans
Minnesota
$2.46M +$699K +7,670 +40%
CCM
290
Coldstream Capital Management
Washington
$2.45M -$12.1K -133 -0.5%
Holocene Advisors
291
Holocene Advisors
New York
$2.42M +$591K +6,486 +33%
Brown Advisory
292
Brown Advisory
Maryland
$2.41M -$303K -3,324 -11%
PP
293
Prudential plc
United Kingdom
$2.37M -$85.2K -935 -4%
MME
294
Meag Munich Ergo
Germany
$2.37M -$327K -3,592 -12%
OC
295
Oarsman Capital
Wisconsin
$2.36M -$263K -2,890 -10%
TC
296
TownSquare Capital
Utah
$2.35M +$256K +2,813 +12%
SPIA
297
Steward Partners Investment Advisory
New York
$2.33M +$26.9K +295 +1%
Wealthfront Advisers
298
Wealthfront Advisers
California
$2.33M -$156K -1,714 -6%
OAM
299
Oppenheimer Asset Management
New York
$2.32M +$20.1K +220 +0.9%
UCFA
300
United Capital Financial Advisors
Texas
$2.31M +$1.17M +12,869 +105%

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.