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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
651
Anchor Investment Management
South Carolina
$295K
ATC
652
Argent Trust Co
Tennessee
$293K +$290K +3,184 New
CA
653
Clearstead Advisors
Ohio
$292K -$150K -1,645 -34%
MWM
654
Mission Wealth Management
California
$292K +$42.3K +464 +17%
MWM
655
MorganRosel Wealth Management
Colorado
$290K
FCFC
656
First Commonwealth Financial Corp
Pennsylvania
$289K
Lido Advisors
657
Lido Advisors
California
$289K +$11K +121 +4%
Rafferty Asset Management
658
Rafferty Asset Management
New York
$288K -$109K -1,198 -28%
VVP
659
Venture Visionary Partners
Ohio
$288K +$285K +3,123 New
HT
660
Heritage Trust
Oklahoma
$284K
ASN
661
Advisory Services Network
Georgia
$283K +$86.1K +944 +45%
SCA
662
Snowden Capital Advisors
New York
$282K -$638 -7 -0.2%
WA
663
WealthTrust Axiom
Pennsylvania
$281K
CA
664
Crewe Advisors
Utah
$280K
CFS
665
CRA Financial Services
New Jersey
$280K +$821 +9 +0.3%
MLFP
666
MPS Loria Financial Planners
Illinois
$279K +$1.82K +20 +0.7%
KFGK
667
Keystone Financial Group (Kentucky)
Kentucky
$278K -$9.12K -100 -3%
NP
668
NorthRock Partners
Minnesota
$277K -$6.02K -66 -2%
AAS
669
Avantax Advisory Services
Texas
$274K +$273K +2,991 New
SWA
670
Sutton Wealth Advisors
Florida
$271K
TAM
671
Tocqueville Asset Management
New York
$271K -$143K -1,566 -35%
VFA
672
Voya Financial Advisors
Connecticut
$271K +$11.3K +124 +4%
SL
673
Stevard LLC
Illinois
$271K +$268K +2,942 New
MCM
674
Murphy Capital Management
New Jersey
$270K
AIM
675
AIA Investment Management
Singapore
$270K +$64.2K +704 +32%

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.