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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 %
AF
701
Arrow Financial
New York
$25K – – –
SBL
702
Sargent Bickham Lagudis
Colorado
$25K – – –
MOS
703
MGO One Seven
Ohio
$25K – – –
PCM
704
Princeton Capital Management
New Jersey
$25K +$25K +400 New
SNT
705
Security National Trust
West Virginia
$24K -$25.9K -415 -52%
PFSC
706
Peoples Financial Services Corp
Pennsylvania
$24K – – –
CBT
707
Central Bank & Trust
Kentucky
$23K -$1.93K -31 -8%
JGIA
708
Jackson Grant Investment Advisers
Connecticut
$23K +$252 +4 +1%
HR
709
Howe & Rusling
New York
$23K +$23K +373 New
M
710
MOTCO
Texas
$22K +$22K +348 New
FC
711
Ferris Capital
Massachusetts
$21K +$21K +330 New
AOWM
712
Alpha Omega Wealth Management
Virginia
$20K – – –
KA
713
Kaizen Advisory
Illinois
$19K – – –
HT
714
Heritage Trust
Oklahoma
$19K – – –
OFS
715
Orrstown Financial Services
Pennsylvania
$19K +$9.5K +150 +100%
WB
716
Webster Bank
Connecticut
$18K -$18K -282 -50%
AS
717
Altshuler Shaham
Israel
$18K +$382 +6 +2%
WAP
718
Wealthcare Advisory Partners
Pennsylvania
$17K -$6.42K -100 -27%
OFW
719
Omnia Family Wealth
Florida
$16K – – –
FRA
720
Front Row Advisors
California
$16K +$5.67K +90 +55%
CAC
721
Certified Advisory Corp
Florida
$15K – – –
PFO
722
Pathstone Family Office
New Jersey
$15K +$15K +247 New
NL
723
NVWM LLC
Pennsylvania
$14K +$14K +225 New
Parallax Volatility Advisers
724
Parallax Volatility Advisers
California
$13K -$451K -7,281 -97%
GRP
725
Global Retirement Partners
California
$13K -$4.23K -66 -25%
27 28
29
30 31