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
LWM
326
Loveless Wealth Management
Montana
$1.83M +$1.83M +20,110 New
MFWM
327
Motley Fool Wealth Management
Virginia
$1.8M +$302K +3,312 +20%
SIM
328
Sentry Investment Management
Wisconsin
$1.79M
RIM
329
Rampart Investment Management
Connecticut
$1.78M -$327K -3,584 -16%
WGA
330
Weather Gauge Advisory
Virginia
$1.73M +$15.6K +171 +0.9%
WPC
331
Waters Parkerson & Co
Louisiana
$1.72M
SDIC
332
South Dakota Investment Council
South Dakota
$1.64M -$439K -4,820 -21%
MGI
333
MayTech Global Investments
New York
$1.61M
FMBTD
334
First Midwest Bank Trust Division
Illinois
$1.6M -$75.3K -826 -5%
ECM
335
ETrade Capital Management
Virginia
$1.59M +$9.57K +105 +0.6%
ACM
336
Alta Capital Management
Utah
$1.54M +$71.4K +783 +5%
ACA
337
Anchor Capital Advisors
Massachusetts
$1.52M
USAA
338
United Services Automobile Association
Texas
$1.51M
HB
339
Homrich & Berg
Georgia
$1.51M +$46.2K +507 +3%
KRS
340
Kentucky Retirement Systems
Kentucky
$1.5M +$5.93K +65 +0.4%
Jacobs Levy Equity Management
341
Jacobs Levy Equity Management
New Jersey
$1.5M +$1.48M +16,226 New
Tudor Investment Corp
342
Tudor Investment Corp
Connecticut
$1.48M +$1.46M +16,019 New
DIA
343
Dana Investment Advisors
Wisconsin
$1.47M -$623K -6,838 -30%
CI
344
Conning Inc
Connecticut
$1.47M -$22.8K -250 -2%
AAM
345
Arabesque Asset Management
United Kingdom
$1.46M -$87.3K -958 -6%
ACM
346
AlphaCrest Capital Management
New York
$1.46M -$498K -5,464 -26%
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$1.45M +$4.74K +52 +0.3%
MJRIC
348
Mogy Joel R Investment Counsel
California
$1.45M
SLI
349
Sumitomo Life Insurance
Japan
$1.44M +$90.4K +992 +7%
RA
350
RFG Advisory
Alabama
$1.42M +$663K +7,268 +89%

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.