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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
CB
476
Chemical Bank
Michigan
$527K -$8.9K -120 -2%
ACI
477
Alpha Cubed Investments
California
$524K -$838K -11,300 -63%
BI
478
Bredin Investment
Delaware
$524K – – –
WAS
479
Winch Advisory Services
Wisconsin
$524K +$3.12K +42 +0.6%
LMAM
480
Legg Mason Asset Management
Japan
$522K -$37.1K -500 -7%
WB
481
WesBanco Bank
West Virginia
$522K +$445 +6 +0.1%
MC
482
Moors & Cabot
Massachusetts
$516K +$127K +1,706 +36%
GHA
483
GW Henssler & Associates
Georgia
$514K +$482K +6,497 New
FNBT
484
FineMark National Bank & Trust
Florida
$510K -$2.3K -31 -0.5%
OPCM
485
Osborne Partners Capital Management
California
$506K – – –
SCM
486
Southport Capital Management
Tennessee
$505K -$25.6K -345 -5%
WOC
487
West Oak Capital
California
$503K -$6.31K -85 -1%
FFC
488
First Financial Corp
Indiana
$499K – – –
KRSITF
489
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$496K +$2.3K +31 +0.5%
CC
490
Courier Capital
New York
$493K – – –
CFG
491
Citizens Financial Group
Rhode Island
$491K -$48.7K -656 -10%
P
492
Pitcairn
Pennsylvania
$488K +$4.16K +56 +0.9%
JG
493
Jefferies Group
New York
$485K -$1.97M -26,596 -81%
CAM
494
Carret Asset Management
New York
$482K – – –
NIPH
495
NN Investment Partners Holdings
Netherlands
$480K -$4.29M -57,819 -90%
VDI
496
Vaughan David Investments
Illinois
$480K – – –
Jane Street
497
Jane Street
New York
$478K +$448K +6,041 New
FTIOP
498
Fiduciary Trust International of Pennsylvania
Pennsylvania
$476K -$2.23K -30 -0.5%
JIC
499
Joel Isaacson & Co
New York
$465K +$436K +5,882 New
AIP
500
Ameritas Investment Partners
Nebraska
$464K – – –
18 19
20
21 22

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.