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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
BS
676
Boenning & Scattergood
Pennsylvania
$268K +$265K +2,908 New
BCM
677
BTR Capital Management
California
$267K
SAM
678
Secure Asset Management
Michigan
$264K +$261K +2,863 New
FFN
679
Focus Financial Network
Minnesota
$260K -$95.5K -1,048 -27%
PI
680
Putnam Investments
Massachusetts
$259K -$11.6K -127 -4%
AS
681
Altshuler Shaham
Israel
$259K +$53.2K +583 +26%
NIM
682
NuWave Investment Management
New Jersey
$259K +$183K +2,012 +251%
BIM
683
Baldwin Investment Management
Pennsylvania
$258K
Cerity Partners
684
Cerity Partners
New York
$258K +$182 +2 +0.1%
WPC
685
White Pine Capital
Minnesota
$255K -$76.4K -838 -23%
EFSCE
686
Enterprise Financial Services Corp (EFSC)
Missouri
$254K
DY
687
Dowling & Yahnke
California
$253K +$7.75K +85 +3%
PCWA
688
Pacific Capital Wealth Advisors
California
$252K +$249K +2,731 New
KCPG
689
Kavar Capital Partners Group
Kansas
$250K
AAM
690
Autus Asset Management
Arizona
$249K
PWA
691
Providence Wealth Advisors
Illinois
$249K +$247K +2,709 New
IA
692
IFG Advisors
Missouri
$246K
LNC
693
Lincoln National Corp
Pennsylvania
$246K +$8.21K +90 +3%
PCG
694
Private Capital Group
Connecticut
$244K -$47K -516 -16%
BFIM
695
Beese Fulmer Investment Management
Ohio
$242K
SVWAG
696
Sound View Wealth Advisors Group
Georgia
$239K -$31.2K -342 -12%
FCI
697
Financial Counselors Inc
Kansas
$239K +$1.46K +16 +0.6%
BBNA
698
Bremer Bank National Association
Minnesota
$239K +$6.11K +67 +3%
CFA
699
Carroll Financial Associates
North Carolina
$239K +$36.2K +397 +18%
FHA
700
Flagship Harbor Advisors
Massachusetts
$237K -$5.2K -57 -2%

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.