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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 %
AI
551
Atria Investments
North Carolina
$267K -$12.1K -194 -4%
FI
552
FormulaFolio Investments
Michigan
$265K +$3.76K +60 +1%
ISL
553
Ingalls & Snyder LLC
New York
$264K – – –
DAS
554
Dynamic Advisor Solutions
Arizona
$262K -$7.03K -112 -3%
WI
555
Wintrust Investments
Illinois
$262K +$14.3K +228 +6%
BBA
556
BLB&B Advisors
Pennsylvania
$261K -$20.4K -325 -7%
MLL
557
Moody Lynn & Lieberson
Massachusetts
$259K – – –
SB
558
Simmons Bank
Arkansas
$259K +$1.75K +28 +0.7%
HDIM
559
Hanson & Doremus Investment Management
Vermont
$259K +$133K +2,125 +106%
AIM
560
Arcadia Investment Management
Michigan
$258K -$20.4K -325 -7%
SGA
561
Strategic Global Advisors
California
$258K – – –
CAI
562
Capital Advisors Inc
Oklahoma
$257K +$25K +400 +11%
WPC
563
White Pine Capital
Minnesota
$254K – – –
APP
564
Avantax Planning Partners
Iowa
$253K -$5.59K -89 -2%
AFP
565
Ausdal Financial Partners
Iowa
$252K +$27.9K +445 +12%
BWM
566
Buckley Wealth Management
Nevada
$251K +$47.7K +760 +23%
II
567
Inspire Investing
Idaho
$251K +$80.2K +1,282 +47%
JAFL
568
Jay A. Fishman Ltd
Michigan
$251K – – –
BOS
569
Bank of Stockton
California
$250K – – –
RMCM
570
Reynders McVeigh Capital Management
Massachusetts
$248K -$108K -1,720 -30%
YMRC
571
Yorktown Management & Research Company
Virginia
$245K – – –
Wolverine Trading
572
Wolverine Trading
Illinois
$244K -$797K -12,701 -77%
IWM
573
IHT Wealth Management
Illinois
$243K -$8.92K -143 -4%
MWAC
574
Mariner Wealth Advisors (Cincinnati)
Ohio
$243K +$243K +3,883 New
TFO
575
Tarbox Family Office
California
$241K +$17.6K +280 +8%
21 22
23
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