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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
GT
701
Glenview Trust
Kentucky
$236K +$233K +2,555 New
CP
702
Covenant Partners
Tennessee
$235K
SGK
703
Steigerwald Gordon & Koch
Virginia
$235K +$13.7K +150 +6%
CFG
704
Cooper Financial Group
California
$233K -$15.5K -170 -6%
SGA
705
Strategic Global Advisors
California
$233K
CCA
706
Checchi Capital Advisers
California
$232K -$32.7K -359 -13%
FAIM
707
Financial Advocates Investment Management
Washington
$231K +$229K +2,512 New
QCG
708
Quadrant Capital Group
Ohio
$230K +$78.2K +858 +49%
FMTCOCP
709
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K
FMWA
710
Forvis Mazars Wealth Advisors
Missouri
$226K +$224K +2,454 New
PCTC
711
Perkins Coie Trust Company
Washington
$225K -$92.4K -1,013 -29%
Cetera Investment Advisers
712
Cetera Investment Advisers
Illinois
$225K +$2.28K +25 +1%
TC
713
TAP Consulting
Missouri
$223K +$1.46K +16 +0.7%
PHK
714
Point72 Hong Kong
Hong Kong
$223K +$221K +2,422 New
MPPLM
715
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K -$786K -8,624 -87%
CIA
716
ClearBridge Investments (Australia)
Australia
$222K -$9.39K -103 -4%
VF
717
Virtu Financial
New York
$221K -$196K -2,147 -47%
SCM
718
Shelton Capital Management
Colorado
$220K
BRM
719
Boston Research & Management
Massachusetts
$219K
WT
720
Whittier Trust
California
$219K +$86.4K +948 +66%
BAM
721
Berkshire Asset Management
Pennsylvania
$218K -$99.1K -1,087 -31%
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$218K -$91.2K -1,000 -30%
LPIC
723
LeJeune Puetz Investment Counsel
Michigan
$218K
IB
724
Intrust Bank
Kansas
$218K +$4.19K +46 +2%
CB
725
Community Bank
New York
$216K -$36.2K -397 -14%

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.