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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 %
PCM
676
Poehling Capital Management
Wisconsin
$51K +$51K +811 New
SJIM
677
St. Johns Investment Management
Florida
$50K -$53.9K -862 -52%
SWM
678
SeaCrest Wealth Management
New York
$50K -$29K -458 -37%
AIM
679
Advantage Investment Management
Iowa
$47K – – –
AIS
680
AlphaOne Investment Services
Pennsylvania
$47K +$41K +654 +688%
GLI
681
Guardian Life Insurance
New York
$46K -$18.9K -299 -29%
MCM
682
Manchester Capital Management
Vermont
$46K – – –
PFA
683
Pathway Financial Advisors
Vermont
$45K – – –
CIP
684
Convergence Investment Partners
Florida
$45K +$45K +724 New
SFG
685
SevenBridge Financial Group
Pennsylvania
$43K – – –
CFA
686
Carroll Financial Associates
North Carolina
$41K – – –
PGWM
687
Parisi Gray Wealth Management
New Jersey
$37K +$7.83K +125 +27%
IBOK
688
Independence Bank of Kentucky
Kentucky
$35K – – –
CAW
689
Cornerstone Advisors (Washington)
Washington
$33K +$3.67K +59 +13%
WC
690
Whitney & Co
New York
$32K +$32K +505 New
BCP
691
Blackhawk Capital Partners
Wisconsin
$31K – – –
ANBT
692
American National Bank & Trust
Texas
$29K – – –
AW
693
Alpha Windward
Massachusetts
$29K – – –
THWM
694
Taylor Hoffman Wealth Management
Virginia
$29K – – –
MSA
695
Marino Stram & Associates
Massachusetts
$29K +$62 +1 +0.2%
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$28.3K -$27.3K -435 -49%
BA
697
Ballew Advisors
Mississippi
$28K +$28K +442 New
PO
698
Private Ocean
California
$26K – – –
SIAS
699
Shine Investment Advisory Services
Colorado
$26K +$10.7K +174 +70%
RWP
700
RWA Wealth Partners
Massachusetts
$26K +$26K +418 New
26 27
28
29 30