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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
TNBTD
576
Trustmark National Bank Trust Department
Mississippi
$407K +$10.8K +119 +3%
HI
577
Hudock Inc
Pennsylvania
$406K +$1.28K +14 +0.3%
PP
578
Palladium Partners
Virginia
$402K -$3.74K -41 -0.9%
WKWM
579
Walter & Keenan Wealth Management
Indiana
$397K +$456 +5 +0.1%
FNBT
580
FineMark National Bank & Trust
Florida
$395K -$12.9K -141 -3%
FMW
581
Farr Miller & Washington
District of Columbia
$393K
KA
582
Kovack Advisors
Florida
$389K +$42.5K +466 +12%
BOS
583
Bank of Stockton
California
$388K -$2.28K -25 -0.6%
ACS
584
Archford Capital Strategies
Illinois
$387K -$324K -3,553 -46%
IP
585
Isthmus Partners
Wisconsin
$386K
1SB
586
1ST Source Bank
Indiana
$385K +$2.83K +31 +0.7%
ATPW
587
Ashton Thomas Private Wealth
Arizona
$385K +$7.29K +80 +2%
CAM
588
Centre Asset Management
New York
$383K -$16.4K -180 -4%
PSUF
589
People's United Financial
Connecticut
$382K +$44.7K +490 +13%
AIP
590
Almanack Investment Partners
Pennsylvania
$379K -$59.1K -648 -14%
CAG
591
Csenge Advisory Group
Florida
$377K -$99.4K -1,090 -21%
LFG
592
LifePlan Financial Group
Ohio
$374K
RMCM
593
Reynders McVeigh Capital Management
Massachusetts
$374K
SP
594
Successful Portfolios
Florida
$373K -$15.4K -169 -4%
AII
595
AGF Investments Inc
Ontario, Canada
$369K
NS
596
NewDay Solutions
New Hampshire
$369K
AIM
597
Alhambra Investment Management
Florida
$368K +$363K +3,985 New
VA
598
Valmark Advisers
Ohio
$367K -$17.5K -192 -5%
BWM
599
Buckley Wealth Management
Nevada
$361K -$27.5K -302 -7%
SS
600
Sunbelt Securities
Texas
$357K +$1.46K +16 +0.4%

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.