We are live on ! Find out more
WEC icon

WEC Energy

854 hedge funds and large institutions have $20.3B invested in WEC Energy in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 302 increasing their positions, 275 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more capital invested

Capital invested by funds: $18.8B → $20.3B (+$1.52B)

1.94% more ownership

Funds ownership: 75.45%77.39% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 275

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

3% more call options, than puts

Call options by funds: $19M | Put options by funds: $18.5M

1% less funds holding

Funds holding: 862854 (-8)

Holders
854
Holders Change
-8
Holders Change %
-0.93%
% of All Funds
18.55%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
61
Increased
302
Reduced
275
Closed
58
Calls
$19M
Puts
$18.5M
Net Calls
+$482K
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
51
DekaBank Deutsche Girozentrale
Germany
$54.7M -$2.57M -32,009 -5%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$54.3M -$9.48M -118,223 -15%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$53M -$258K -3,218 -0.5%
RG
54
Rathbones Group
United Kingdom
$52.3M -$7.17M -89,350 -12%
DZ Bank
55
DZ Bank
Germany
$51.2M -$5.15M -64,203 -9%
GIA
56
Gateway Investment Advisers
Ohio
$51.1M -$1.88M -23,407 -4%
EIP
57
Energy Income Partners
Connecticut
$51.1M -$10.6M -131,879 -18%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$50.8M +$3.25M +40,525 +7%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$48.5M -$262K -3,272 -0.6%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$46.6M +$1.32M +16,411 +3%
First Trust Advisors
61
First Trust Advisors
Illinois
$45.2M -$10.4M -130,060 -19%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$43.4M +$2.57M +31,989 +7%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$43.3M +$17.5K +218 +0%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$42.4M +$142K +1,773 +0.4%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$41.7M -$3.36M -41,874 -8%
AllianceBernstein
66
AllianceBernstein
Tennessee
$41.4M -$89.3K -1,113 -0.2%
VRS
67
Virginia Retirement Systems
Virginia
$40.6M
EARNEST Partners
68
EARNEST Partners
Georgia
$39.2M +$2.54M +31,665 +7%
VNIM
69
Vaughan Nelson Investment Management
Texas
$39.1M -$5.08M -63,350 -12%
HAI
70
Hennessy Advisors Inc
California
$37.7M -$3.77M -47,000 -9%
CS
71
Credit Suisse
Switzerland
$37.4M +$311K +3,883 +0.9%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$37.4M +$82.7K +1,031 +0.2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$37.3M -$3.77M -47,044 -10%
ORIO
74
Old Republic International (ORI)
Illinois
$35.6M
FIM
75
Foresters Investment Management
New York
$35.2M -$4.15M -51,809 -11%

WEC Hedge Fund Activity: Q2 2019 in Review

854 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2019, worth a combined $20.3B — up 8.1% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new WEC positions and 58 closed out — a net gain of 3 holders — while 302 added to existing stakes and 275 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $449M. The largest seller was Renaissance Technologies, cutting an estimated $51.1M.

  • 854 institutional investors held WEC Energy (WEC) as of Q2 2019, down from 862 in Q1 2019.
  • Funds reported $20.3B of WEC Energy stock for Q2 2019, up 8.1% quarter-over-quarter.
  • 61 funds opened new WEC Energy positions in Q2 2019 and 58 closed out, a net change of +3 holders.
  • The largest WEC Energy buyer in Q2 2019 was Magellan Asset Management, an estimated $449M added.
  • The largest WEC Energy seller in Q2 2019 was Renaissance Technologies, an estimated $51.1M sold.

Based on aggregated 13F filings for Q2 2019.