We are live on ! Find out more
WEC icon

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
AG
526
AlphaSimPlex Group
Massachusetts
$399K +$375K +5,050 New
DSC
527
Duncker Streett & Co
Missouri
$398K – – –
GI
528
Gradient Investments
Minnesota
$398K – – –
IWA
529
Inspirion Wealth Advisors
Illinois
$397K – – –
SMC
530
Smith, Moore & Co
Missouri
$388K -$96.9K -1,306 -21%
IRF
531
IBM Retirement Fund
New York
$388K – – –
ZCA
532
Zeke Capital Advisors
Pennsylvania
$383K +$1.85K +25 +0.5%
BSW
533
Buckingham Strategic Wealth
Missouri
$382K +$45.3K +611 +14%
WA
534
Wealth Architects
California
$378K +$223 +3 +0.1%
DC
535
Davenport & Co
Virginia
$376K -$12.2K -165 -3%
MWM
536
Marietta Wealth Management
Georgia
$376K +$74.2K +1,000 +27%
TAM
537
Tocqueville Asset Management
New York
$375K – – –
SB
538
Simmons Bank
Arkansas
$374K +$39K +525 +12%
CCM
539
Cadence Capital Management
Massachusetts
$371K -$17.4K -234 -5%
FAAS
540
First Allied Advisory Services
California
$367K +$519 +7 +0.2%
VFA
541
Voya Financial Advisors
Connecticut
$361K +$341K +4,599 New
ABTD
542
Arvest Bank Trust Division
Oklahoma
$360K +$4.38K +59 +1%
DWA
543
Douglass Winthrop Advisors
New York
$357K – – –
SCP
544
Shorepoint Capital Partners
Massachusetts
$356K +$334K +4,500 New
TBA
545
Tower Bridge Advisors
Pennsylvania
$356K – – –
OWD
546
Osborn Williams & Donohoe
Ohio
$354K +$89K +1,200 +36%
ST
547
Smithfield Trust
Pennsylvania
$353K – – –
CFG
548
CMC Financial Group
Georgia
$353K +$331K +4,464 New
IWM
549
IHT Wealth Management
Illinois
$351K -$101K -1,364 -24%
ZIC
550
ZWJ Investment Counsel
Georgia
$351K -$98.3K -1,325 -23%
20 21
22
23 24

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.