We are live on ! Find out more
WEC icon

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
AIC
476
Ameritas Investment Company
Nebraska
$644K +$53.3K +585 +9%
ACI
477
Alpha Cubed Investments
California
$642K
WB
478
WesBanco Bank
West Virginia
$631K +$21.2K +233 +4%
PGFC
479
Peapack-Gladstone Financial Corp
New Jersey
$626K -$317K -3,473 -34%
WAS
480
Winch Advisory Services
Wisconsin
$626K +$6.66K +73 +1%
BI
481
Bredin Investment
Delaware
$612K
SL
482
Signition LP
New York
$611K +$604K +6,621 New
DIM
483
DC Investments Management
Virginia
$602K -$45.3K -497 -7%
BDF
484
Balasa Dinverno & Foltz
$593K +$41.8K +458 +8%
SPC
485
Sigma Planning Corp
Michigan
$592K -$112K -1,229 -16%
1IA
486
1834 Investment Advisors
Wisconsin
$590K
6M
487
6 Meridian
Kansas
$587K +$23.3K +256 +4%
FTIOP
488
Fiduciary Trust International of Pennsylvania
Pennsylvania
$585K
RWA
489
Ropes Wealth Advisors
Massachusetts
$584K +$308K +3,380 +114%
CAM
490
Carret Asset Management
New York
$581K +$18.2K +200 +3%
WOC
491
West Oak Capital
California
$569K -$8.21K -90 -1%
CIA
492
CSat Investment Advisory
Michigan
$565K -$55.3K -606 -9%
CC
493
Courier Capital
New York
$563K
MAM
494
Meeder Asset Management
Ohio
$561K -$61.7K -677 -10%
RA
495
Rational Advisors
New York
$558K +$529K +5,804 +2,322%
B
496
Barings
North Carolina
$555K
KFA
497
Krane Funds Advisors
New York
$551K +$27.8K +305 +5%
PIA
498
Piedmont Investment Advisors
North Carolina
$551K +$97.6K +1,070 +22%
AT
499
Arden Trust
Delaware
$540K -$12.3K -135 -2%
APP
500
Avantax Planning Partners
Iowa
$537K -$274 -3 -0.1%

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.