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WEC Energy
WEC

Overview Fund Activity

785 hedge funds and large institutions have $15.3B invested in WEC Energy in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 238 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+65
Holders Change %
+9.03%
% of All Funds
17.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
115
Increased
238
Reduced
259
Closed
48
Calls
$14.3M
Puts
$13.5M
Net Calls
+$766K
Net Calls Change
-$902K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$493M
2
APG Asset Management
APG Asset Management
Netherlands
$133M
3
Barclays
Barclays
United Kingdom
$114M
4
Renaissance Technologies
Renaissance Technologies
New York
$185M
5
BlackRock
BlackRock
New York
$1.78B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$389M
2
EIP
Epoch Investment Partners
New York
$261M
3
RFS
Rockefeller Financial Services
New York
$20.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$39.3M
5
ATN
AMF Tjänstepension
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
676
Cribstone Capital Management
Maine
$66K – – –
AC
677
Avestar Capital
New York
$66K +$66K +1,050 New
TCOV
678
Trust Company of Vermont
Vermont
$64K -$18.3K -276 -22%
BAM
679
Barrett Asset Management
New York
$59K – – –
AWM
680
Avior Wealth Management
Nebraska
$59K – – –
VCM
681
Versant Capital Management
Arizona
$59K – – –
MPWT
682
MassMutual Private Wealth & Trust
Connecticut
$58.9K +$27.9K +420 +90%
SNT
683
Security National Trust
West Virginia
$53K – – –
CMO
684
Covenant Multifamily Offices
Texas
$53K +$53K +792 New
AIM
685
Advantage Investment Management
Iowa
$50K – – –
MCM
686
Manchester Capital Management
Vermont
$48K – – –
PFA
687
Pathway Financial Advisors
Vermont
$48K +$48K +716 New
SLF
688
Sun Life Financial
Ontario, Canada
$46K -$109K -1,636 -70%
SFG
689
SevenBridge Financial Group
Pennsylvania
$45K – – –
CFA
690
Carroll Financial Associates
North Carolina
$43K -$4.83K -74 -10%
CP
691
Corbenic Partners
Pennsylvania
$40K – – –
SQA
692
Simon Quick Advisors
New Jersey
$40K +$40K +625 New
Bessemer Group
693
Bessemer Group
New Jersey
$39K -$51.1K -763 -57%
WB
694
Webster Bank
Connecticut
$37K – – –
IBOK
695
Independence Bank of Kentucky
Kentucky
$37K +$37K +556 New
BCP
696
Blackhawk Capital Partners
Wisconsin
$33K +$33K +500 New
CAW
697
Cornerstone Advisors (Washington)
Washington
$31K – – –
PGWM
698
Parisi Gray Wealth Management
New Jersey
$31K +$31K +466 New
THWM
699
Taylor Hoffman Wealth Management
Virginia
$31K +$31K +469 New
AW
700
Alpha Windward
Massachusetts
$31K +$31K +469 New
26 27
28
29 30