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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
EIP
26
Epoch Investment Partners
New York
$156M -$1.06M -11,586 -0.7%
Swiss National Bank
27
Swiss National Bank
Switzerland
$150M -$2.76M -30,300 -2%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$131M -$3.87M -42,399 -3%
Charles Schwab
29
Charles Schwab
California
$129M +$2.37M +26,004 +2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$129M -$7.64M -83,760 -6%
PPA
31
Parametric Portfolio Associates
Washington
$122M +$2.33M +25,522 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$115M -$13.9M -152,316 -11%
Cohen & Steers
33
Cohen & Steers
New York
$108M -$36.5M -400,081 -26%
DPIM
34
Duff & Phelps Investment Management
Illinois
$107M
Morgan Stanley
35
Morgan Stanley
New York
$105M +$11.1M +121,972 +12%
AAMU
36
Amundi Asset Management US
Massachusetts
$102M +$7.14M +78,318 +8%
CI
37
Cincinnati Insurance
Ohio
$90.2M
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$89.2M -$18.2M -199,136 -17%
Renaissance Technologies
39
Renaissance Technologies
New York
$87.2M -$134M -1,469,927 -61%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$86.4M -$141K -1,549 -0.2%
American Century Companies
41
American Century Companies
Missouri
$86.2M -$4.43M -48,593 -5%
WHRC
42
W.H. Reaves & Co
New Jersey
$83.6M +$205K +2,247 +0.2%
RJA
43
Raymond James & Associates
Florida
$76.3M +$4.79M +52,502 +7%
AQR Capital Management
44
AQR Capital Management
Connecticut
$75.1M +$4.81M +52,720 +7%
SI
45
Scout Investments
Missouri
$71.8M -$72.3M -792,523 -50%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$70.7M +$1.23M +13,534 +2%
GF
47
Gabelli Funds
New York
$70.6M -$1.82M -20,000 -3%
First Trust Advisors
48
First Trust Advisors
Illinois
$67.8M +$12.4M +135,835 +23%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$66.4M +$6.38M +69,947 +11%
WHG
50
Westwood Holdings Group
Texas
$65.4M -$18.9M -207,371 -23%

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.