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WEC Energy
WEC

862 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $10.7M

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $16.2B → $18.8B (+$2.59B)

2% more funds holding

Funds holding: 847 → 862 (+15)

0.15% more ownership

Funds ownership: 75.3% → 75.45% (+0.15%)

8% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 306

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
862
Holders Change
+15
Holders Change %
+1.77%
% of All Funds
18.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
88
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$228M
2
American Century Companies
American Century Companies
Missouri
+$76.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$37.4M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$32.8M
5
Bank of America
Bank of America
North Carolina
+$30M

Top Sellers

1
BlackRock
BlackRock
New York
-$107M
2
Morgan Stanley
Morgan Stanley
New York
-$85.5M
3
Charles Schwab
Charles Schwab
California
-$64.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.4M
5
UBS AM
UBS AM
Illinois
-$48.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
426
Central Trust Company
Missouri
$753K -$49.7K -670 -7%
PAG
427
Private Advisor Group
New Jersey
$751K -$105K -1,421 -13%
OCG
428
Opus Capital Group
Ohio
$747K – – –
RP
429
Rowlandmiller & Partners
Georgia
$742K -$4.9K -66 -0.7%
RA
430
RFG Advisory
Alabama
$742K +$199K +2,688 +41%
Truist Financial
431
Truist Financial
North Carolina
$737K -$81.8K -1,102 -11%
VIA
432
Vident Investment Advisory
Georgia
$732K -$525K -7,078 -43%
AT
433
Arden Trust
Delaware
$728K -$13.4K -181 -2%
CI
434
Cigna Investments
Connecticut
$719K -$20.3K -274 -3%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$714K +$9.64K +130 +1%
DIM
436
DC Investments Management
Virginia
$709K – – –
MML Investors Services
437
MML Investors Services
Massachusetts
$707K +$20.6K +278 +3%
RB
438
Rodgers Brothers
Pennsylvania
$706K +$77.1K +1,039 +13%
B
439
Barings
North Carolina
$706K +$230K +3,100 +53%
PJSIMP
440
P.J. Schmidt Investment Management (PJS)
Wisconsin
$698K – – –
CWM
441
Cordatus Wealth Management
Pennsylvania
$697K +$47.6K +641 +8%
MFT
442
Moisand Fitzgerald Tamayo
Florida
$694K +$4.97K +67 +0.8%
CCC
443
Chelsea Counsel Company
California
$682K – – –
HIS
444
Horizon Investment Services
Indiana
$680K -$48.7K -657 -7%
N
445
Nuveen
North Carolina
$679K – – –
PTC
446
Private Trust Company
Ohio
$657K -$27.5K -371 -4%
CC
447
Chicago Capital
Illinois
$654K -$106K -1,433 -15%
SOAMC
448
Spirit of America Management Corp
New York
$648K – – –
AP
449
Advisor Partners
California
$636K +$14.9K +201 +3%
AAP
450
Aristotle Atlantic Partners
Florida
$628K – – –
16 17
18
19 20

WEC Hedge Fund Activity: Q1 2019 in Review

862 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2019, worth a combined $18.8B — up 16% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new WEC positions and 66 closed out — a net gain of 22 holders — while 283 added to existing stakes and 306 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was BlackRock, cutting an estimated $107M.

  • 862 institutional investors held WEC Energy (WEC) as of Q1 2019, up from 847 in Q4 2018.
  • Funds reported $18.8B of WEC Energy stock for Q1 2019, up 16% quarter-over-quarter.
  • 88 funds opened new WEC Energy positions in Q1 2019 and 66 closed out, a net change of +22 holders.
  • The largest WEC Energy buyer in Q1 2019 was Vanguard Group, an estimated $228M added.
  • The largest WEC Energy seller in Q1 2019 was BlackRock, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2019.