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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
BMC
426
Beaton Management Company
Massachusetts
$823K -$18.2K -200 -2%
PJSIMP
427
P.J. Schmidt Investment Management (PJS)
Wisconsin
$822K
Jane Street
428
Jane Street
New York
$822K +$214K +2,349 +36%
OI
429
Oakbrook Investments
Illinois
$821K -$375K -4,116 -32%
FMLI
430
Fukoku Mutual Life Insurance
Japan
$821K +$72.9K +800 +10%
PTC
431
Private Trust Company
Ohio
$815K +$45.6K +500 +6%
WS
432
Wedbush Securities
California
$810K +$4.19K +46 +0.5%
AP
433
Advisor Partners
California
$810K +$49.8K +546 +7%
WSCM
434
Wellington Shields Capital Management
New York
$804K
Twin Tree Management
435
Twin Tree Management
Texas
$801K -$902K -9,890 -53%
MA
436
Montag & Associates
Georgia
$776K
DWA
437
Dorsey Wright & Associates
California
$773K +$412K +4,519 +117%
AI
438
AdvisorShares Investments
Maryland
$773K +$764K +8,379 New
IIA
439
ICW Investment Advisors
Arizona
$771K +$762K +8,357 New
MML Investors Services
440
MML Investors Services
Massachusetts
$770K +$144K +1,576 +23%
SOAMC
441
Spirit of America Management Corp
New York
$756K
WSFS
442
Wilmington Savings Fund Society
Delaware
$754K +$115K +1,259 +18%
AAP
443
Aristotle Atlantic Partners
Florida
$732K
RB
444
Rodgers Brothers
Pennsylvania
$725K +$112K +1,232 +19%
LWAC
445
Laurel Wealth Advisors (California)
California
$722K +$9.21K +101 +1%
OPS
446
Orion Portfolio Solutions
Nebraska
$722K +$714K +7,826 New
VIA
447
Vident Investment Advisory
Georgia
$719K -$82.8K -908 -10%
SA
448
Shilanski & Associates
Alaska
$718K +$710K +7,782 New
LMAM
449
Legg Mason Asset Management
Japan
$714K +$53.8K +590 +8%
TT
450
TI-Trust
Illinois
$714K +$706K +7,742 New

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.