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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
NSAM
451
North Star Asset Management
Wisconsin
$710K +$34.7K +381 +5%
FFIC
452
First Fiduciary Investment Counsel
Ohio
$707K +$699K +7,670 New
GAM
453
Gotham Asset Management
New York
$704K +$364K +3,993 +110%
OWD
454
Osborn Williams & Donohoe
Ohio
$703K
CT
455
Chicago Trust
Illinois
$701K +$218K +2,393 +46%
SS
456
Simplicity Solutions
Minnesota
$697K +$325K +3,566 +89%
CT
457
Coastline Trust
Rhode Island
$695K -$95.5K -1,047 -12%
MHIC
458
Marble Harbor Investment Counsel
Massachusetts
$692K
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$689K +$2.64K +29 +0.4%
EA
460
Elm Advisors
California
$688K -$9.03K -99 -1%
KA
461
Kintegral Advisory
New York
$688K
OC
462
Oppenheimer & Co
New York
$688K +$53.8K +590 +9%
CIC
463
Carnegie Investment Counsel
Ohio
$688K +$481K +5,280 +243%
MC
464
Machina Capital
France
$678K +$670K +7,350 New
MPI
465
Mairs & Power Inc
Minnesota
$675K
CTA
466
Chesley Taft & Associates
Illinois
$673K
IHL
467
Investment House LLC
California
$673K
LF
468
Lantz Financial
Illinois
$664K
SC
469
Searle & Co
Connecticut
$664K
GT
470
Greenleaf Trust
Michigan
$664K +$12.5K +137 +2%
CC
471
Chicago Capital
Illinois
$661K -$6.38K -70 -1%
PP
472
Pegasus Partners
Wisconsin
$659K +$67K +735 +11%
FQ
473
First Quadrant
California
$656K
SFI
474
SPC Financial Inc
Maryland
$652K +$35.9K +394 +6%
OSNBOA
475
Old Second National Bank of Aurora
Illinois
$645K

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.