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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
APP
501
Avantax Planning Partners
Iowa
$463K +$4.75K +64 +1%
BDF
502
Balasa Dinverno & Foltz
$463K +$10.3K +139 +2%
AI
503
Atria Investments
North Carolina
$462K -$9.05K -122 -2%
VIM
504
Veritas Investment Management
United Kingdom
$460K – – –
BFO
505
Boston Family Office
Massachusetts
$458K +$23.2K +313 +6%
LIC
506
Lodestar Investment Counsel
Illinois
$457K – – –
WG
507
Winton Group
United Kingdom
$456K +$188K +2,534 +78%
CAG
508
Csenge Advisory Group
Florida
$453K -$23.1K -312 -5%
VF
509
Virtu Financial
New York
$447K +$16.5K +223 +4%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$446K -$81.6K -1,100 -16%
SWM
511
SVA Wealth Management
Wisconsin
$443K +$5.34K +72 +1%
CCM
512
Cox Capital Management
Massachusetts
$439K +$3.78K +51 +0.9%
BCP
513
Blue Chip Partners
Michigan
$434K +$2.75K +37 +0.7%
PAA
514
Peregrine Asset Advisers
Oregon
$433K – – –
FCFC
515
First Commonwealth Financial Corp
Pennsylvania
$431K +$405K +5,453 New
LI
516
LVZ Inc
Michigan
$429K – – –
CC
517
Cipher Capital
New York
$420K -$1.7M -22,969 -81%
WJA
518
Williams Jones & Associates
New York
$419K -$16.4K -221 -4%
CC
519
ClearArc Capital
Ohio
$419K -$8.61K -116 -2%
NRS
520
Neville Rodie & Shaw
New York
$418K – – –
BCM
521
Becker Capital Management
Oregon
$410K – – –
TCOT
522
Trust Company of Toledo
Ohio
$407K – – –
BCM
523
Brookstone Capital Management
Illinois
$407K +$115K +1,544 +43%
PIA
524
Piedmont Investment Advisors
North Carolina
$404K +$31K +418 +9%
AP
525
Appleton Partners
Massachusetts
$401K -$41.5K -559 -10%
19 20
21
22 23

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.