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WEC Energy

862 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $10.7M

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $16.2B → $18.8B (+$2.59B)

2% more funds holding

Funds holding: 847862 (+15)

0.15% more ownership

Funds ownership: 75.3%75.45% (+0.15%)

8% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 306

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
862
Holders Change
+15
Holders Change %
+1.77%
% of All Funds
18.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
88
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
701
Advisory Services Network
Georgia
$121K -$3.34K -45 -3%
Bessemer Group
702
Bessemer Group
New Jersey
$117K -$45K -607 -29%
ARMT
703
Amica Retiree Medical Trust
Rhode Island
$117K
BEI
704
Benjamin Edwards Inc
Missouri
$116K +$109K +1,472 New
CHP
705
Cable Hill Partners
Oregon
$115K +$10.8K +145 +11%
JFA
706
JNBA Financial Advisors
Minnesota
$114K
FHA
707
First Horizon Advisors
Tennessee
$112K +$6.75K +91 +7%
RIA
708
Realta Investment Advisors
Delaware
$110K +$103K +1,390 New
Acadian Asset Management
709
Acadian Asset Management
Massachusetts
$109K
TWA
710
TCI Wealth Advisors
Arizona
$108K -$594 -8 -0.6%
CAM
711
Cresset Asset Management
Illinois
$108K +$38.1K +514 +60%
DBT
712
Dubuque Bank & Trust
Iowa
$107K
WT
713
Whittier Trust
California
$106K +$594 +8 +0.6%
AF
714
Allworth Financial
California
$102K +$21.1K +285 +28%
FNB
715
Farmers National Bank
Kentucky
$102K +$95.3K +1,285 New
BAM
716
Belpointe Asset Management
Nevada
$100K +$94.1K +1,269 New
SIM
717
Sonora Investment Management
Arizona
$98K
PB
718
Pinnacle Bancorp
Nebraska
$97K
CCM
719
Covington Capital Management
California
$91K -$15.2K -205 -15%
ONST
720
Old North State Trust
North Carolina
$90K
OIA
721
OneDigital Investment Advisors
Kansas
$89K -$3.86K -52 -4%
M
722
MOTCO
Texas
$89K
BWM
723
BerganKDV Wealth Management
Minnesota
$88K
VNA
724
Valley National Advisers
Pennsylvania
$83K
WWM
725
Willingdon Wealth Management
North Carolina
$83K