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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
LC
351
Landaas & Company
Wisconsin
$1.42M -$10.3K -113 -0.7%
AWM
352
Affinity Wealth Management
Delaware
$1.41M +$46.1K +506 +3%
UCMOK
353
United Capital Management of KS
Kansas
$1.41M +$79.7K +874 +6%
CEP
354
Chicago Equity Partners
Illinois
$1.41M -$1.1M -12,095 -44%
FT
355
Fiduciary Trust
Massachusetts
$1.4M
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$1.38M -$18.2K -200 -1%
II
357
Inspire Investing
Idaho
$1.37M +$41.1K +451 +3%
EIG
358
Ellenbecker Investment Group
Wisconsin
$1.34M +$37.7K +413 +3%
WF
359
Welch & Forbes
Massachusetts
$1.33M -$9.12K -100 -0.7%
FC
360
FORA Capital
Florida
$1.32M +$1.3M +14,265 New
NSIM
361
North Star Investment Management
Illinois
$1.31M -$40.1K -440 -3%
Millennium Management
362
Millennium Management
New York
$1.31M +$1.29M +14,159 New
MIP
363
Marietta Investment Partners
Wisconsin
$1.3M
NEWAS
364
N.E.W. Advisory Services
Wisconsin
$1.3M +$1.28M +14,093 New
DAC
365
Dividend Assets Capital
South Carolina
$1.29M +$142K +1,560 +13%
OSIA
366
O'Shares Investment Advisers
Massachusetts
$1.27M +$65.6K +720 +6%
IAA
367
Independent Advisor Alliance
North Carolina
$1.26M -$47.5K -521 -4%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$1.24M
PI
369
PHH Investments
Texas
$1.22M -$33.7K -370 -3%
SC
370
Savant Capital
Illinois
$1.22M +$21.3K +234 +2%
SYBT
371
Stock Yards Bank & Trust
Kentucky
$1.17M +$9.21K +101 +0.8%
HFAS
372
Hummer Financial Advisory Services
Illinois
$1.17M +$1.15M +12,631 New
KOMWMG
373
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M +$1.15M +12,581 New
OAM
374
Optimal Asset Management
California
$1.16M +$1.14M +12,557 New
IIM
375
Ipswich Investment Management
Massachusetts
$1.13M -$16K -175 -1%

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.