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WEC Energy
WEC

Overview Fund Activity

781 hedge funds and large institutions have $14.4B invested in WEC Energy in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 249 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
17.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
76
Increased
249
Reduced
277
Closed
70
Calls
$14.5M
Puts
$5.59M
Net Calls
+$8.9M
Net Calls Change
+$8.14M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$43.5M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$31.9M
3
Bank of America
Bank of America
North Carolina
+$31M
4
BlackRock
BlackRock
New York
+$25.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.7M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$137M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51.5M
3
APG Asset Management
APG Asset Management
Netherlands
-$33M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
651
TCI Wealth Advisors
Arizona
$86K – – –
AF
652
Advisornet Financial
Minnesota
$86K +$7.94K +127 +10%
AIM
653
Assured Investment Management
New York
$86K +$86K +1,368 New
CCA
654
Clearwater Capital Advisors
Illinois
$86K +$86K +1,375 New
TAM
655
Tiverton Asset Management
Delaware
$83K -$58.3K -931 -41%
CAPTRUST Financial Advisors
656
CAPTRUST Financial Advisors
North Carolina
$79K +$7.59K +122 +11%
SIM
657
Sonora Investment Management
Arizona
$78.1K +$78.1K +1,245 New
BC
658
Barnett & Company
Tennessee
$78K – – –
OIA
659
OneDigital Investment Advisors
Kansas
$78K +$1.95K +31 +3%
Carson Wealth (CWM LLC)
660
Carson Wealth (CWM LLC)
Nebraska
$72K -$21.9K -349 -23%
QCG
661
Quadrant Capital Group
Ohio
$72K -$679 -12 -0.9%
LFA
662
Legacy Financial Advisors
Kentucky
$69K +$6.27K +102 +10%
MSFP
663
Mark Sheptoff Financial Planning
Connecticut
$66K -$258K -4,100 -80%
WWM
664
Willingdon Wealth Management
North Carolina
$66K – – –
ECM
665
EII Capital Management
New York
$64K +$64K +1,020 New
AF
666
Allworth Financial
California
$63K -$125 -2 -0.2%
DOA
667
D'Orazio & Associates
Virginia
$63K – – –
CCM
668
Cribstone Capital Management
Maine
$63K – – –
SHJ
669
Sharkey, Howes & Javer
Colorado
$62K – – –
TCOV
670
Trust Company of Vermont
Vermont
$61K – – –
AC
671
Avestar Capital
New York
$58K -$4.59K -77 -7%
BAM
672
Barrett Asset Management
New York
$56K – – –
AWM
673
Avior Wealth Management
Nebraska
$56K – – –
VCM
674
Versant Capital Management
Arizona
$52K -$2.95K -48 -5%
WTB
675
Washington Trust Bank
Washington
$51K -$33.9K -540 -40%
25 26
27
28 29