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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
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$1.13M +$22.1K +242 +2%
HPC
377
HM Payson & Co
Maine
$1.11M -$16.7K -183 -1%
FHC
378
First Heartland Consultants
Missouri
$1.11M -$11.9K -131 -1%
LPT
379
Legacy Private Trust
Wisconsin
$1.1M -$61.1K -670 -5%
CTC
380
Central Trust Company
Missouri
$1.09M +$171K +1,880 +19%
Simplex Trading
381
Simplex Trading
Illinois
$1.08M -$2.23M -24,428 -68%
DADC
382
D.A. Davidson & Co
Montana
$1.07M +$406K +4,458 +62%
CQS
383
Credential Qtrade Securities
$1.07M +$33.3K +365 +3%
BCV
384
Banque Cantonale Vaudoise
Switzerland
$1.05M +$1.04M +11,417 New
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$1.05M +$849K +9,313 +411%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$73.9K +810 +8%
RC
387
RegentAtlantic Capital
New Jersey
$1.03M +$17.1K +188 +2%
RT
388
Rockland Trust
Massachusetts
$1.02M -$92.4K -1,013 -8%
MWM
389
Mattern Wealth Management
Kansas
$1.02M +$1.01M +11,106 New
AC
390
Alley Company
Illinois
$1.02M -$1.09K -12 -0.1%
AWM
391
AE Wealth Management
Kansas
$1.02M +$304K +3,333 +43%
JT
392
Jump Trading
Illinois
$1.01M +$1M +10,973 New
ST
393
Spinnaker Trust
Maine
$1M -$1.4M -15,323 -58%
VAS
394
Vestmark Advisory Solutions
Massachusetts
$1M +$74.5K +817 +8%
TMAM
395
Tokio Marine Asset Management
Japan
$995K -$465K -5,100 -32%
JIC
396
Johnson Investment Counsel
Ohio
$991K +$115K +1,257 +13%
BIM
397
Bridges Investment Management
Nebraska
$988K
V
398
Veritable
Delaware
$986K +$21.5K +236 +2%
AMI
399
Amica Mutual Insurance
Rhode Island
$966K
MC
400
Martin Currie
United Kingdom
$952K -$3.36M -36,864 -78%

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.