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WEC Energy
WEC

Overview Fund Activity

801 hedge funds and large institutions have $14.8B invested in WEC Energy in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
18.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
68
Increased
263
Reduced
272
Closed
43
Calls
$36M
Puts
$6.2M
Net Calls
+$29.8M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$207M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$47.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$495M
4
Deutsche Bank
4
Deutsche Bank
Germany
$593M
5
VRS
5
Virginia Retirement Systems
Virginia
$33.1M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$60.9M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$282M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
GC
4
Guggenheim Capital
Illinois
$13.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
376
Raymond James Trust
Florida
$816K +$62.2K +962 +8%
LPT
377
Legacy Private Trust
Wisconsin
$814K – – –
HFS
378
HL Financial Services
Kentucky
$812K -$33.4K -516 -4%
RB
379
Rodgers Brothers
Pennsylvania
$812K +$159K +2,466 +24%
RT
380
Rockland Trust
Massachusetts
$805K -$12.2K -188 -1%
OI
381
Oakbrook Investments
Illinois
$793K – – –
FHC
382
First Heartland Consultants
Missouri
$781K -$39.6K -612 -5%
HIS
383
Horizon Investment Services
Indiana
$778K -$7.76K -120 -1%
CPIA
384
Cornell Pochily Investment Advisors
New York
$774K -$19.4K -300 -2%
UCFA
385
United Capital Financial Advisors
Texas
$771K -$75.7K -1,172 -9%
OCG
386
Opus Capital Group
Ohio
$770K – – –
CSIC
387
Clifford Swan Investment Counsel
California
$752K – – –
CFB
388
Cullen/Frost Bankers
Texas
$750K -$3.3K -51 -0.4%
BA
389
Boston Advisors
Massachusetts
$747K -$79.9K -1,235 -10%
BIM
390
Bridges Investment Management
Nebraska
$743K -$19.4K -300 -3%
RC
391
RegentAtlantic Capital
New Jersey
$742K -$25.1K -388 -3%
BFEC
392
Benjamin F. Edwards & Company
Missouri
$740K +$30.6K +473 +4%
SB
393
Suntrust Banks
Georgia
$731K +$73.9K +1,143 +11%
Truist Financial
394
Truist Financial
North Carolina
$729K -$85.4K -1,321 -10%
Daiwa Securities Group
395
Daiwa Securities Group
Japan
$715K +$25.9K +400 +4%
TG
396
TCW Group
California
$705K +$705K +10,900 New
BMC
397
Beaton Management Company
Massachusetts
$703K – – –
ECM
398
Everence Capital Management
Indiana
$703K +$703K +10,870 New
CTC
399
Central Trust Company
Missouri
$699K -$63.8K -988 -8%
HI
400
Horizon Investments
North Carolina
$689K +$84K +1,300 +14%
14 15
16
17 18