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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
NFG
501
Nations Financial Group
Iowa
$537K
VIM
502
Veritas Investment Management
United Kingdom
$536K
JIC
503
Joel Isaacson & Co
New York
$535K
CFG
504
Citizens Financial Group
Rhode Island
$533K +$17.1K +188 +3%
AIP
505
Ameritas Investment Partners
Nebraska
$532K +$182 +2 +0%
DC
506
Davenport & Co
Virginia
$525K +$68.7K +753 +15%
BFO
507
Boston Family Office
Massachusetts
$524K -$9.12K -100 -2%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$524K +$3.83K +42 +0.7%
BCP
509
Blue Chip Partners
Michigan
$523K +$8.21K +90 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
510
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$516K +$511K +5,600 New
UB
511
UMB Bank
Missouri
$514K +$128K +1,408 +34%
JG
512
Jefferies Group
New York
$510K +$259K +2,836 +105%
BRWA
513
B. Riley Wealth Advisors
Florida
$508K +$285K +3,131 +132%
LI
514
LVZ Inc
Michigan
$501K
GI
515
Gradient Investments
Minnesota
$489K -$547 -6 -0.1%
TCOT
516
Trust Company of Toledo
Ohio
$484K
AssetMark Inc
517
AssetMark Inc
California
$484K +$94.1K +1,032 +24%
WJWM
518
Williams Jones Wealth Management
New York
$482K -$22.8K -250 -5%
VDI
519
Vaughan David Investments
Illinois
$480K -$10.2K -112 -2%
SFS
520
Sowell Financial Services
Arkansas
$480K +$222K +2,440 +88%
NRS
521
Neville Rodie & Shaw
New York
$478K -$9.12K -100 -2%
BCM
522
Becker Capital Management
Oregon
$478K
DAS
523
Dynamic Advisor Solutions
Arizona
$477K -$7.57K -83 -2%
IWM
524
IHT Wealth Management
Illinois
$476K -$57.9K -635 -11%
TW
525
TrinityPoint Wealth
Connecticut
$476K +$10.8K +119 +2%

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.