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WEC Energy
WEC

Overview Fund Activity

710 hedge funds and large institutions have $13.5B invested in WEC Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 262 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
55
Increased
238
Reduced
262
Closed
38
Calls
$17.8M
Puts
$9.41M
Net Calls
+$8.44M
Net Calls Change
+$14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.57B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.95B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$91.8M
4
MAM
4
Magellan Asset Management
Australia
$84M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$36.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$135M
2
Invesco
2
Invesco
Georgia
$117M
3
JHIU
3
Janus Henderson Investors US
Colorado
$129M
4
Citadel Advisors
4
Citadel Advisors
Florida
$15.6M
5
Wells Fargo
5
Wells Fargo
California
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
451
WesBanco Bank
West Virginia
$404K – – –
IWA
452
Inspirion Wealth Advisors
Illinois
$401K +$16.5K +272 +4%
WAS
453
Winch Advisory Services
Wisconsin
$400K +$7.63K +126 +2%
VFA
454
Voya Financial Advisors
Connecticut
$398K +$16.5K +271 +4%
II
455
IFM Investors
Australia
$395K +$154K +2,545 +64%
CCP
456
Corient Capital Partners
California
$394K +$49.3K +813 +14%
RFCA
457
R&F Capital Advisors
New York
$394K +$394K +6,494 New
LIC
458
Lodestar Investment Counsel
Illinois
$389K – – –
BIM
459
Bridges Investment Management
Nebraska
$383K -$125K -2,062 -25%
MSFP
460
Mark Sheptoff Financial Planning
Connecticut
$379K -$24.2K -399 -6%
FP
461
FDO Partners
Massachusetts
$378K +$19.3K +318 +5%
VIA
462
Vantage Investment Advisors
Pennsylvania
$376K – – –
SGA
463
Strategic Global Advisors
California
$375K – – –
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$373K +$149K +2,470 +67%
LS
465
Livforsakringsbolaget Skandia
Sweden
$368K -$862K -14,200 -70%
TCOT
466
Trust Company of Toledo
Ohio
$366K -$54.6K -900 -13%
Pacer Advisors
467
Pacer Advisors
Pennsylvania
$365K +$11.3K +187 +3%
Cerity Partners
468
Cerity Partners
New York
$365K +$365K +6,012 New
CBB
469
Citizens Business Bank
California
$364K -$1.08M -17,750 -75%
BDF
470
Balasa Dinverno & Foltz
$362K -$15.3K -253 -4%
NSIM
471
North Star Investment Management
Illinois
$361K +$44.4K +732 +14%
CAM
472
Carret Asset Management
New York
$358K +$24.3K +400 +7%
MML Investors Services
473
MML Investors Services
Massachusetts
$358K +$358K +5,905 New
NPC
474
National Planning Corporation
California
$355K +$9.63K +159 +3%
SBIA
475
Sheaff Brock Investment Advisors
Indiana
$355K +$23.1K +380 +7%
17 18
19
20 21