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WEC Energy

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: 847862 (+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: 97 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
626
Anchor Investment Management
South Carolina
$253K
SCA
627
Snowden Capital Advisors
New York
$252K +$223 +3 +0.1%
EFSCE
628
Enterprise Financial Services Corp (EFSC)
Missouri
$250K -$1.48K -20 -0.6%
BC
629
Brinker Capital
Pennsylvania
$248K -$213K -2,872 -48%
MWM
630
MorganRosel Wealth Management
Colorado
$248K
Fisher Asset Management
631
Fisher Asset Management
Washington
$247K +$232K +3,127 New
BCM
632
BTR Capital Management
California
$246K +$16.1K +217 +7%
BBNA
633
Bremer Bank National Association
Minnesota
$246K +$233K +3,134 New
FFN
634
Focus Financial Network
Minnesota
$246K +$231K +3,110 New
PCG
635
Private Capital Group
Connecticut
$244K +$74.3K +1,001 +48%
HT
636
Heritage Trust
Oklahoma
$244K +$206K +2,781 +927%
CAMG
637
CWA Asset Management Group
Florida
$242K -$51.9K -699 -19%
SC
638
Scotia Capital
Ontario, Canada
$242K +$227K +3,060 New
SVWA
639
Sound View Wealth Advisors
Georgia
$241K -$30K -405 -12%
WA
640
WealthTrust Axiom
Pennsylvania
$241K
CFS
641
CRA Financial Services
New Jersey
$240K
CA
642
Crewe Advisors
Utah
$240K +$148 +2 +0.1%
HSA
643
HBK Sorce Advisory
Pennsylvania
$236K +$6.68K +90 +3%
IP
644
Investment Partners
Ohio
$235K +$964 +13 +0.4%
ATPW
645
Ashton Thomas Private Wealth
Arizona
$234K +$220K +2,963 New
Cerity Partners
646
Cerity Partners
New York
$234K -$2.23K -30 -1%
FWM
647
Fairhaven Wealth Management
Illinois
$234K
SCM
648
Silvant Capital Management
Georgia
$233K
SWA
649
Sutton Wealth Advisors
Florida
$233K
ATC
650
Argent Trust Co
Tennessee
$231K +$218K +2,932 New