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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
AIM
601
Arcadia Investment Management
Michigan
$356K
TFO
602
Tarbox Family Office
California
$356K
HDIM
603
Hanson & Doremus Investment Management
Vermont
$353K
HCM
604
Hutner Capital Management
Vermont
$353K
CAI
605
Capital Advisors Inc
Oklahoma
$352K +$9.94K +109 +3%
WI
606
Wintrust Investments
Illinois
$348K -$33.2K -364 -9%
TSS
607
Two Sigma Securities
New York
$347K -$738K -8,090 -68%
CFB
608
Cullen/Frost Bankers
Texas
$347K -$178K -1,955 -34%
SWM
609
SVA Wealth Management
Wisconsin
$345K -$170K -1,866 -33%
HWMG
610
Hurlow Wealth Management Group
Indiana
$345K -$1K -11 -0.3%
HSA
611
HBK Sorce Advisory
Pennsylvania
$345K +$100K +1,099 +42%
SB
612
Simmons Bank
Arkansas
$344K -$15.2K -167 -4%
CM
613
Capital Management
Virginia
$343K
SBIA
614
Sheaff Brock Investment Advisors
Indiana
$343K +$1.82K +20 +0.5%
GVAG
615
Great Valley Advisor Group
Delaware
$342K -$46.1K -506 -12%
CRC
616
Curi RMB Capital
Illinois
$337K -$91 -1 -0%
IWA
617
Inspirion Wealth Advisors
Illinois
$335K
CTB
618
Country Trust Bank
Illinois
$333K +$37.6K +412 +13%
PFPT
619
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K -$5.29K -58 -2%
BOPW
620
Brandywine Oak Private Wealth
Pennsylvania
$332K
VWA
621
V Wealth Advisors
Kansas
$332K
CT
622
Clearstead Trust
Maine
$330K -$9.12K -100 -3%
DLCIG
623
D.L. Carlson Investment Group
New Hampshire
$330K
LOAME
624
Lombard Odier Asset Management (Europe)
United Kingdom
$330K
SAM
625
Strategy Asset Managers
California
$326K +$322K +3,530 New

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.