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WEC Energy
WEC

Overview Fund Activity

781 hedge funds and large institutions have $14.4B invested in WEC Energy in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 249 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
17.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
76
Increased
249
Reduced
277
Closed
70
Calls
$14.5M
Puts
$5.59M
Net Calls
+$8.9M
Net Calls Change
+$8.14M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$43.5M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$31.9M
3
Bank of America
Bank of America
North Carolina
+$31M
4
BlackRock
BlackRock
New York
+$25.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.7M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$137M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51.5M
3
APG Asset Management
APG Asset Management
Netherlands
-$33M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
526
Tocqueville Asset Management
New York
$297K – – –
WJA
527
Williams Jones & Associates
New York
$296K -$25.1K -400 -8%
TBA
528
Tower Bridge Advisors
Pennsylvania
$295K – – –
Verition Fund Management
529
Verition Fund Management
Connecticut
$290K +$290K +4,622 New
WKWM
530
Walter & Keenan Wealth Management
Indiana
$288K – – –
WA
531
WealthTrust Axiom
Pennsylvania
$287K – – –
LFG
532
LifePlan Financial Group
Ohio
$285K -$36.9K -589 -11%
BCM
533
Brookstone Capital Management
Illinois
$285K -$6.78K -108 -2%
DWA
534
Douglass Winthrop Advisors
New York
$283K – – –
ABTD
535
Arvest Bank Trust Division
Oklahoma
$282K +$23.4K +372 +9%
MYIA
536
Mount Yale Investment Advisors
Colorado
$282K +$282K +4,501 New
ST
537
Smithfield Trust
Pennsylvania
$280K -$11.1K -178 -4%
SAM
538
Symphony Asset Management
California
$280K +$19K +303 +7%
KI
539
Koch Industries
Kansas
$277K -$22.2K -354 -7%
SP
540
Successful Portfolios
Florida
$277K -$16.1K -257 -5%
SBIA
541
Sheaff Brock Investment Advisors
Indiana
$276K -$59.2K -944 -18%
IP
542
Isthmus Partners
Wisconsin
$275K – – –
TYCC
543
Texas Yale Capital Corp
Florida
$274K -$8.46K -135 -3%
HI
544
Hudock Inc
Pennsylvania
$274K +$1.07K +17 +0.4%
1SB
545
1ST Source Bank
Indiana
$272K +$40.6K +648 +18%
Susquehanna International Group
546
Susquehanna International Group
Pennsylvania
$271K -$1.65M -26,376 -86%
FAAS
547
First Allied Advisory Services
California
$271K -$3.54K -56 -1%
DLCIG
548
D.L. Carlson Investment Group
New Hampshire
$270K -$11.3K -180 -4%
FTIOP
549
Fiduciary Trust International of Pennsylvania
Pennsylvania
$269K +$30K +480 +13%
BFS
550
Bradley Foster & Sargent
Connecticut
$268K – – –
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