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WEC Energy
WEC

Overview Fund Activity

861 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+14
Holders Change %
+1.65%
% 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
87
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
+$243M
2
American Century Companies
American Century Companies
Missouri
+$81.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$39.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$35M
5
Bank of America
Bank of America
North Carolina
+$32M

Top Sellers

1
BlackRock
BlackRock
New York
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$91.1M
3
Charles Schwab
Charles Schwab
California
-$69.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.8M
5
UBS AM
UBS AM
Illinois
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
501
Balasa Dinverno & Foltz
$463K +$11K +139 +2%
AI
502
Atria Investments
North Carolina
$462K -$9.65K -122 -2%
VIM
503
Veritas Investment Management
United Kingdom
$460K – – –
BFO
504
Boston Family Office
Massachusetts
$458K +$24.8K +313 +6%
LIC
505
Lodestar Investment Counsel
Illinois
$457K – – –
WG
506
Winton Group
United Kingdom
$456K +$200K +2,534 +78%
CAG
507
Csenge Advisory Group
Florida
$453K -$24.7K -312 -5%
VF
508
Virtu Financial
New York
$447K +$17.7K +223 +4%
PFBT
509
Parkside Financial Bank & Trust
Missouri
$446K -$87K -1,100 -16%
SWM
510
SVA Wealth Management
Wisconsin
$443K +$5.7K +72 +1%
CCM
511
Cox Capital Management
Massachusetts
$439K +$4.03K +51 +0.9%
BCP
512
Blue Chip Partners
Michigan
$434K +$2.92K +37 +0.7%
PAA
513
Peregrine Asset Advisers
Oregon
$433K – – –
FCFC
514
First Commonwealth Financial Corp
Pennsylvania
$431K +$431K +5,453 New
LI
515
LVZ Inc
Michigan
$429K – – –
CC
516
Cipher Capital
New York
$420K -$1.82M -22,969 -81%
WJA
517
Williams Jones & Associates
New York
$419K -$17.5K -221 -4%
CC
518
ClearArc Capital
Ohio
$419K -$9.17K -116 -2%
NRS
519
Neville Rodie & Shaw
New York
$418K – – –
BCM
520
Becker Capital Management
Oregon
$410K – – –
TCOT
521
Trust Company of Toledo
Ohio
$407K – – –
BCM
522
Brookstone Capital Management
Illinois
$407K +$122K +1,544 +43%
PIA
523
Piedmont Investment Advisors
North Carolina
$404K +$33.1K +418 +9%
AP
524
Appleton Partners
Massachusetts
$401K -$44.2K -559 -10%
AG
525
AlphaSimPlex Group
Massachusetts
$399K +$399K +5,050 New
19 20
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