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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 %
PCA
576
Personal Capital Advisors
California
$240K -$942 -15 -0.4%
HCM
577
Hutner Capital Management
Vermont
$240K – – –
CA
578
Cetera Advisors
Colorado
$234K +$234K +3,721 New
MCM
579
MAI Capital Management
Ohio
$233K -$30.8K -491 -12%
CM
580
Capital Management
Virginia
$233K – – –
BAS
581
Brown Advisory Securities
Maryland
$233K – – –
CIA
582
ClearBridge Investments (Australia)
Australia
$232K +$21.8K +347 +10%
CB
583
Community Bank
New York
$231K -$6.26K -100 -3%
MA
584
Montag & Associates
Georgia
$231K – – –
BFM
585
Boston Financial Management
Massachusetts
$226K – – –
MLFP
586
MPS Loria Financial Planners
Illinois
$226K +$2.07K +33 +0.9%
LOAME
587
Lombard Odier Asset Management (Europe)
United Kingdom
$224K -$18K -288 -7%
CT
588
Clearstead Trust
Maine
$224K – – –
PAG
589
Private Advisor Group
New Jersey
$222K -$428K -6,829 -66%
PFP
590
Pinnacle Financial Partners
Tennessee
$222K -$7.29K -116 -3%
MHS
591
M Holdings Securities
Oregon
$222K +$689 +11 +0.3%
AAM
592
Ascension Asset Management
New York
$219K -$156K -2,500 -42%
HTC
593
Haverford Trust Company
Pennsylvania
$219K +$27.8K +443 +15%
WA
594
Waverly Advisors
Alabama
$218K +$197K +3,153 +953%
OWD
595
Osborn Williams & Donohoe
Ohio
$217K – – –
PCTC
596
Perkins Coie Trust Company
Washington
$217K – – –
SC
597
SRB Corp
Massachusetts
$217K +$44.8K +714 +26%
HSA
598
HBK Sorce Advisory
Pennsylvania
$216K +$216K +3,448 New
JFL
599
Jarislowsky, Fraser Ltd
Quebec, Canada
$213K – – –
RIM
600
Rampart Investment Management
Connecticut
$211K -$29.9K -477 -12%
22 23
24
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