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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
AII
576
AGF Investments Inc
Ontario, Canada
$316K -$74.2K -1,000 -20%
DJSG
577
D.J. St. Germain
Massachusetts
$315K – – –
MCM
578
Murphy Capital Management
New Jersey
$315K – – –
TVWM
579
Tower View Wealth Management
Wisconsin
$312K +$16.4K +221 +6%
SW
580
SVB Wealth
Massachusetts
$309K -$98.5K -1,328 -25%
FMLI
581
Fukoku Mutual Life Insurance
Japan
$308K – – –
CT
582
Clearstead Trust
Maine
$307K – – –
AIM
583
Arcadia Investment Management
Michigan
$305K – – –
TFO
584
Tarbox Family Office
California
$304K – – –
Federated Hermes
585
Federated Hermes
Pennsylvania
$302K -$3.13M -42,166 -92%
HDIM
586
Hanson & Doremus Investment Management
Vermont
$302K – – –
HCM
587
Hutner Capital Management
Vermont
$302K – – –
GVAG
588
Great Valley Advisor Group
Delaware
$301K -$74 -1 -0%
CM
589
Capital Management
Virginia
$294K – – –
CA
590
Clearstead Advisors
Ohio
$294K +$32.9K +444 +14%
MLFP
591
MPS Loria Financial Planners
Illinois
$291K -$816 -11 -0.3%
MA
592
Montag & Associates
Georgia
$291K – – –
CA
593
Commerzbank Aktiengesellschaft
Germany
$291K +$273K +3,685 New
MWNA
594
Marshall Wace North America
New York
$290K +$272K +3,664 New
ISL
595
Ingalls & Snyder LLC
New York
$289K -$27K -364 -9%
BFM
596
Boston Financial Management
Massachusetts
$287K +$269K +3,630 New
DLCIG
597
D.L. Carlson Investment Group
New Hampshire
$285K -$10.4K -140 -4%
HWMG
598
Hurlow Wealth Management Group
Indiana
$285K -$9.79K -132 -4%
WPC
599
White Pine Capital
Minnesota
$285K – – –
LOAME
600
Lombard Odier Asset Management (Europe)
United Kingdom
$283K – – –
22 23
24
25 26

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.