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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
CSIC
401
Clifford Swan Investment Counsel
California
$949K -$25.9K -284 -3%
CSS
402
Cubist Systematic Strategies
Connecticut
$941K +$931K +10,208 New
SC
403
Steph & Co
Wisconsin
$933K +$923K +10,121 New
BCM
404
Brown Capital Management
Maryland
$929K -$7.84K -86 -0.8%
CPIA
405
Cornell Pochily Investment Advisors
New York
$915K -$29.2K -320 -3%
AIL
406
AGF Investments LLC
Ontario, Canada
$911K +$422K +4,634 +88%
RMC
407
Resources Management Corp
Connecticut
$909K
AMG
408
Advisors Management Group
Wisconsin
$901K -$18.9K -207 -2%
PL
409
Plancorp LLC
Missouri
$899K -$67.5K -740 -7%
EH
410
Equitable Holdings
New York
$897K +$887K +9,726 New
Baillie Gifford & Co
411
Baillie Gifford & Co
United Kingdom
$896K +$38.3K +420 +5%
O
412
Ossiam
France
$892K -$892K -9,781 -50%
BNP Paribas Asset Management
413
BNP Paribas Asset Management
France
$887K -$124K -1,357 -12%
WPA
414
West Paces Advisors
Georgia
$880K -$17.7K -194 -2%
AIS
415
American Investment Services
Massachusetts
$877K +$3.46K +38 +0.4%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$875K +$91.1K +999 +12%
OCG
417
Opus Capital Group
Ohio
$867K -$3.65K -40 -0.4%
MFT
418
Moisand Fitzgerald Tamayo
Florida
$858K +$5.65K +62 +0.7%
RP
419
Rowlandmiller & Partners
Georgia
$853K -$8.39K -92 -1%
RJT
420
Raymond James Trust
Florida
$844K +$58.1K +637 +7%
MC
421
Moors & Cabot
Massachusetts
$840K -$4.56K -50 -0.5%
PAG
422
Private Advisor Group
New Jersey
$840K +$729 +8 +0.1%
CI
423
Cigna Investments
Connecticut
$836K -$82.9K -909 -10%
PI
424
PFS Investments
Georgia
$831K +$373K +4,088 +83%
CCC
425
Chelsea Counsel Company
California
$828K -$13.7K -150 -2%

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.