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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
PA
301
Profund Advisors
Maryland
$2.31M -$4.92K -54 -0.2%
SIM
302
Sadoff Investment Management
Wisconsin
$2.31M -$138K -1,511 -6%
BUB
303
BBVA USA Bancshares
Texas
$2.26M +$118K +1,289 +6%
RIL
304
Rothschild Investment LLC
Illinois
$2.26M +$22.2K +243 +1%
S
305
Seeyond
France
$2.25M -$39.6K -434 -2%
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$2.24M
Caisse de Depot et Placement du Quebec (CDPQ)
307
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.23M -$3.3M -36,200 -60%
NB
308
Nicolet Bankshares
Wisconsin
$2.22M -$19.8K -217 -0.9%
GWM
309
Geneos Wealth Management
Colorado
$2.14M -$41.3K -453 -2%
BC
310
Bruce & Co
Illinois
$2.13M
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$2.13M -$311K -3,412 -13%
CI Investments Inc
312
CI Investments Inc
Ontario, Canada
$2.09M -$928K -10,180 -31%
Assenagon Asset Management
313
Assenagon Asset Management
Luxembourg
$2.09M -$1.21M -13,244 -37%
M&T Bank
314
M&T Bank
New York
$2.06M -$146K -1,599 -7%
CCP
315
Corient Capital Partners
California
$2.05M +$89.5K +982 +5%
MHI
316
Miller Howard Investments
New York
$1.98M -$49.1K -539 -2%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$1.95M -$61.8K -678 -3%
CT
318
Caldwell Trust
Florida
$1.94M +$1.92M +21,029 New
ABC
319
Associated Banc-Corp
Wisconsin
$1.94M -$6.29K -69 -0.3%
WAM
320
World Asset Management
Michigan
$1.89M +$14.9K +163 +0.8%
EVM
321
Eaton Vance Management
Massachusetts
$1.87M +$141K +1,545 +8%
COPPSERS
322
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.87M +$9.12K +100 +0.5%
VanEck Associates
323
VanEck Associates
New York
$1.87M +$1.85M +20,296 New
CWM
324
Cordatus Wealth Management
Pennsylvania
$1.84M -$97.5K -1,069 -5%
AI
325
Atria Investments
North Carolina
$1.84M +$1.1M +12,018 +152%

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.