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WEC Energy
WEC

Overview Fund Activity

801 hedge funds and large institutions have $14.8B invested in WEC Energy in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 272 reducing their positions, and 43 closing their positions.

Holders
801
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
18.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
68
Increased
263
Reduced
272
Closed
43
Calls
$36M
Puts
$6.2M
Net Calls
+$29.8M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$207M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$47.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$495M
4
Deutsche Bank
4
Deutsche Bank
Germany
$593M
5
VRS
5
Virginia Retirement Systems
Virginia
$33.1M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$60.9M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$282M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
GC
4
Guggenheim Capital
Illinois
$13.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
701
Qube Research & Technologies (QRT)
United Kingdom
$49K 756 +756 New
PFA
702
Pathway Financial Advisors
Vermont
$46K 716 – –
KA
703
Kaizen Advisory
Illinois
$45K 696 +386 +125%
CFA
704
Carroll Financial Associates
North Carolina
$42K 659 – –
PGWM
705
Parisi Gray Wealth Management
New Jersey
$39K 591 – –
WC
706
Whitney & Co
New York
$33K 505 – –
BCP
707
Blackhawk Capital Partners
Wisconsin
$31K 500 – –
CAW
708
Cornerstone Advisors (Washington)
Washington
$30K 471 -59 -11%
ANBT
709
American National Bank & Trust
Texas
$30K 457 – –
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$29.2K 451 – –
BA
711
Ballew Advisors
Mississippi
$29K 442 – –
PO
712
Private Ocean
California
$27K 420 – –
SIAS
713
Shine Investment Advisory Services
Colorado
$27K 422 – –
RWP
714
RWA Wealth Partners
Massachusetts
$27K 418 – –
FMT
715
First Mercantile Trust
Tennessee
$27K 410 +410 New
MSA
716
Marino Stram & Associates
Massachusetts
$26K 400 -70 -15%
SBL
717
Sargent Bickham Lagudis
Colorado
$26K 400 – –
PCM
718
Princeton Capital Management
New Jersey
$26K 400 – –
AF
719
Arrow Financial
New York
$26K 400 – –
THWM
720
Taylor Hoffman Wealth Management
Virginia
$25K 394 -75 -16%
SNT
721
Security National Trust
West Virginia
$25K 385 – –
HR
722
Howe & Rusling
New York
$24K 371 -2 -0.5%
PFSC
723
Peoples Financial Services Corp
Pennsylvania
$24K 375 – –
JGIA
724
Jackson Grant Investment Advisers
Connecticut
$24K 368 +3 +0.8%
TL
725
TrueWealth LLC
Georgia
$23K 363 +188 +107%
27 28
29
30 31