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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
VAS
326
Vestmark Advisory Solutions
Massachusetts
$1.68M +$1.58M +21,247 New
DCM
327
Dupont Capital Management
Delaware
$1.67M -$161K -2,170 -9%
Thrivent Financial for Lutherans
328
Thrivent Financial for Lutherans
Minnesota
$1.67M -$3.24M -43,642 -67%
MHI
329
Miller Howard Investments
New York
$1.64M +$1.41K +19 +0.1%
II
330
IFM Investors
Australia
$1.63M +$203K +2,739 +15%
TC
331
TownSquare Capital
Utah
$1.62M +$78.6K +1,060 +5%
WIS
332
Wright Investors Service
Connecticut
$1.6M +$118K +1,585 +8%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$1.6M -$2.73M -36,795 -65%
WAM
334
World Asset Management
Michigan
$1.58M +$113K +1,529 +8%
AAM
335
Arabesque Asset Management
United Kingdom
$1.55M +$4.3K +58 +0.3%
FMBTD
336
First Midwest Bank Trust Division
Illinois
$1.52M +$13.9K +188 +1%
NA
337
Neuburgh Advisers
California
$1.52M +$68.8K +928 +5%
BFEC
338
Benjamin F. Edwards & Company
Missouri
$1.49M +$16.6K +224 +1%
EVM
339
Eaton Vance Management
Massachusetts
$1.48M +$75.5K +1,018 +6%
WPC
340
Waters Parkerson & Co
Louisiana
$1.47M – – –
GAM
341
Griffin Asset Management
New York
$1.47M – – –
COPPSERS
342
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.46M +$91.2K +1,229 +7%
UFF
343
USA Financial Formulas
Michigan
$1.46M +$1.37M +18,440 New
SIM
344
Sentry Investment Management
Wisconsin
$1.44M -$120K -1,614 -8%
KA
345
KLCM Advisors
Wisconsin
$1.42M -$65.7K -885 -5%
WGA
346
Weather Gauge Advisory
Virginia
$1.42M +$3.49K +47 +0.3%
PCM
347
Penserra Capital Management
California
$1.4M -$408K -5,494 -24%
HI
348
Horizon Investments
North Carolina
$1.39M +$331K +4,465 +34%
MGI
349
MayTech Global Investments
New York
$1.38M – – –
BCM
350
BlueCrest Capital Management
Jersey
$1.38M +$1.29M +17,400 New
12 13
14
15 16

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.