We are live on ! Find out more
WEC icon

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
ZCA
526
Zeke Capital Advisors
Pennsylvania
$475K -$182 -2 -0%
YWP
527
YorkBridge Wealth Partners
New York
$475K +$12.6K +138 +3%
FAAS
528
First Allied Advisory Services
California
$472K -$31.5K -345 -6%
CCM
529
Crabel Capital Management
California
$470K +$464K +5,091 New
AP
530
Appleton Partners
Massachusetts
$468K
IA
531
IFP Advisors
Florida
$466K -$74K -812 -14%
HI
532
Horizon Investments
North Carolina
$466K +$56K +614 +14%
S
533
SignatureFD
Georgia
$465K +$52K +570 +13%
ZIC
534
ZWJ Investment Counsel
Georgia
$465K +$55.3K +607 +14%
DSC
535
Duncker Streett & Co
Missouri
$464K
SI
536
Stephens Inc
Arkansas
$455K -$178K -1,956 -28%
SW
537
SVB Wealth
Massachusetts
$455K +$74.4K +816 +20%
CA
538
Commerzbank Aktiengesellschaft
Germany
$454K -$97.6K -1,071 -18%
P
539
Pitcairn
Pennsylvania
$453K -$15.9K -174 -3%
IMRF
540
Illinois Municipal Retirement Fund
Illinois
$452K +$447K +4,899 New
AG
541
AlphaSimPlex Group
Massachusetts
$447K
CFA
542
CWS Financial Advisors
Michigan
$447K +$442K +4,847 New
PP
543
Parplus Partners
New York
$447K +$442K +4,848 New
SSB
544
Sandy Spring Bank
Maryland
$446K -$4.56K -50 -1%
OPCM
545
Osborne Partners Capital Management
California
$445K -$29.5K -324 -6%
WA
546
Wealth Architects
California
$444K +$2.92K +32 +0.7%
BSW
547
Buckingham Strategic Wealth
Missouri
$443K +$101K +1,103 +30%
CPSC
548
Carl P. Sherr & Co
Massachusetts
$438K +$433K +4,748 New
CAAS
549
Capital Asset Advisory Services
Michigan
$437K +$398K +4,363 New
ACM
550
Advisors Capital Management
New Jersey
$431K -$5.38K -59 -1%

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.