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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
IRF
551
IBM Retirement Fund
New York
$430K -$18.1K -198 -4%
AF
552
Advisornet Financial
Minnesota
$429K -$111K -1,222 -21%
SMH
553
Sanders Morris Harris
Texas
$428K -$339K -3,722 -44%
MCM
554
MAI Capital Management
Ohio
$428K -$6.84K -75 -2%
MWM
555
Minot Wealth Management
Massachusetts
$428K +$398K +4,362 New
JIP
556
Jaffetilchin Investment Partners
Florida
$425K -$43.7K -479 -9%
BCM
557
Brookstone Capital Management
Illinois
$423K -$64.5K -707 -13%
MWM
558
Marietta Wealth Management
Georgia
$423K -$16K -176 -4%
SCM
559
Southport Capital Management
Tennessee
$422K -$75.9K -833 -15%
Walleye Trading
560
Walleye Trading
New York
$421K -$1.72M -18,821 -80%
NFG
561
Next Financial Group
Texas
$421K -$190K -2,089 -31%
SMC
562
Smith, Moore & Co
Missouri
$421K -$9.03K -99 -2%
GH
563
GAM Holding
Switzerland
$420K +$416K +4,558 New
DWA
564
Douglass Winthrop Advisors
New York
$416K
ST
565
Smithfield Trust
Pennsylvania
$416K
TBA
566
Tower Bridge Advisors
Pennsylvania
$415K
SCP
567
Shorepoint Capital Partners
Massachusetts
$415K
TVWM
568
Tower View Wealth Management
Wisconsin
$414K +$4.65K +51 +1%
MERSOM
569
Municipal Employees' Retirement System of Michigan
Michigan
$413K +$5.47K +60 +1%
ECM
570
Everence Capital Management
Indiana
$413K +$408K +4,480 New
OIA
571
OneDigital Investment Advisors
Kansas
$412K -$1.82K -20 -0.4%
CFG
572
CMC Financial Group
Georgia
$412K
BB
573
Busey Bank
Illinois
$412K +$50.1K +550 +14%
MLL
574
Moody Lynn & Lieberson
Massachusetts
$408K +$6.29K +69 +2%
BFS
575
Bradley Foster & Sargent
Connecticut
$407K

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.