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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
AAM
626
Ascension Asset Management
New York
$323K
CFA
627
Capstone Financial Advisors
Illinois
$321K
DJSG
628
D.J. St. Germain
Massachusetts
$321K
SC
629
Scotia Capital
Ontario, Canada
$320K -$83.4K -915 -21%
CCM
630
Cadence Capital Management
Massachusetts
$320K -$23.8K -261 -7%
Fiera Capital (Canada)
631
Fiera Capital (Canada)
Quebec, Canada
$320K +$316K +3,469 New
ISL
632
Ingalls & Snyder LLC
New York
$316K -$5.01K -55 -2%
FMTC
633
Farmers & Merchants Trust Company
California
$314K
PNC
634
Park National Corp
Ohio
$311K
CC
635
ClearArc Capital
Ohio
$310K -$125K -1,370 -29%
WEC
636
Winslow Evans & Crocker
Massachusetts
$310K
PCA
637
Personal Capital Advisors
California
$310K +$17.7K +194 +6%
BFM
638
Boston Financial Management
Massachusetts
$308K
EIA
639
Edgemoor Investment Advisors
Maryland
$308K
BBVA
640
Banco Bilbao Vizcaya Argentaria
Spain
$307K +$304K +3,333 New
AWE
641
Avidian Wealth Enterprises
Texas
$305K +$301K +3,305 New
CAM
642
Cresset Asset Management
Illinois
$304K +$60.6K +665 +25%
B
643
Bailard
California
$303K +$103K +1,134 +53%
TNB
644
TCF National Bank
South Dakota
$302K -$2.46K -27 -0.8%
SIAM
645
Sterling Investment Advisors (Missouri)
Missouri
$300K
SW
646
SkyOak Wealth
Michigan
$300K +$297K +3,257 New
SFWA
647
Summit Financial Wealth Advisors
Louisiana
$298K -$26.5K -291 -9%
PA
648
Parallel Advisors
California
$298K +$6.38K +70 +2%
Federated Hermes
649
Federated Hermes
Pennsylvania
$296K -$31.5K -345 -10%
BBA
650
BLB&B Advisors
Pennsylvania
$296K +$912 +10 +0.3%

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.