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WEC Energy
WEC

Overview Fund Activity

853 hedge funds and large institutions have $20.3B invested in WEC Energy in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 302 increasing their positions, 274 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-8
Holders Change %
-0.93%
% of All Funds
18.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
61
Increased
302
Reduced
274
Closed
58
Calls
$19M
Puts
$18.5M
Net Calls
+$482K
Net Calls Change
-$44.4M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$467M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$253M
3
Barclays
Barclays
United Kingdom
+$100M
4
SI
Scout Investments
Missouri
+$64.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$55M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$53.1M
2
UBS AM
UBS AM
Illinois
-$51.6M
3
EIP
Epoch Investment Partners
New York
-$38.1M
4
Bank of America
Bank of America
North Carolina
-$34M
5
Principal Financial Group
Principal Financial Group
Iowa
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAM
626
Sterling Investment Advisors (Missouri)
Missouri
$271K – – –
BBA
627
BLB&B Advisors
Pennsylvania
$267K – – –
AIM
628
Anchor Investment Management
South Carolina
$267K – – –
FCFC
629
First Commonwealth Financial Corp
Pennsylvania
$262K -$193K -2,314 -42%
MWM
630
MorganRosel Wealth Management
Colorado
$262K – – –
BBNA
631
Bremer Bank National Association
Minnesota
$261K – – –
CA
632
Crewe Advisors
Utah
$261K +$7.91K +95 +3%
BCM
633
BTR Capital Management
California
$260K – – –
KFGK
634
Keystone Financial Group (Kentucky)
Kentucky
$259K -$8.33K -100 -3%
HT
635
Heritage Trust
Oklahoma
$257K – – –
WA
636
WealthTrust Axiom
Pennsylvania
$254K – – –
SVWAG
637
Sound View Wealth Advisors Group
Georgia
$254K +$254K +3,051 New
CFS
638
CRA Financial Services
New Jersey
$253K – – –
LWM
639
Liberty Wealth Management
California
$253K +$231K +2,768 +1,037%
MLFP
640
MPS Loria Financial Planners
Illinois
$249K -$56.5K -680 -19%
EFSCE
641
Enterprise Financial Services Corp (EFSC)
Missouri
$247K -$16.8K -202 -6%
HC
642
Hamilton Capital
Ohio
$247K +$247K +2,959 New
PP
643
Paloma Partners
Connecticut
$246K -$821K -9,860 -77%
SCM
644
Silvant Capital Management
Georgia
$246K – – –
SWA
645
Sutton Wealth Advisors
Florida
$245K – – –
PI
646
Putnam Investments
Massachusetts
$245K -$1.96M -23,500 -89%
NQWM
647
Northwest Quadrant Wealth Management
Oregon
$245K +$1.08K +13 +0.4%
CAMG
648
CWA Asset Management Group
Florida
$244K -$10.4K -125 -4%
HFA
649
High Falls Advisors
New York
$243K +$1.34K +16 +0.6%
RCAG
650
Rehmann Capital Advisory Group
Michigan
$242K +$2.5K +30 +1%
24 25
26
27 28