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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
EIP
51
Energy Income Partners
Connecticut
$61.1M +$3.18M +34,879 +6%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$60M -$1.82M -20,000 -3%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$58.7M -$276K -3,029 -0.5%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$57.4M +$1.52M +16,681 +3%
DekaBank Deutsche Girozentrale
55
DekaBank Deutsche Girozentrale
Germany
$57.3M +$56.9M +624,092 New
Neuberger Berman Group
56
Neuberger Berman Group
New York
$56.5M -$1.96M -21,509 -3%
RG
57
Rathbones Group
United Kingdom
$55M +$902K +9,890 +2%
UBS Group
58
UBS Group
Switzerland
$54M +$17.9M +196,694 +51%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$52.1M +$11.8M +129,054 +30%
EARNEST Partners
60
EARNEST Partners
Georgia
$51.4M +$7.82M +85,792 +18%
CTA
61
Carillon Tower Advisers
Florida
$49.4M -$49.5M -542,900 -50%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$48.1M -$17.5M -191,915 -27%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$47.6M -$270K -2,964 -0.6%
AllianceBernstein
64
AllianceBernstein
Tennessee
$46.8M +$771K +8,454 +2%
CS
65
Credit Suisse
Switzerland
$46.1M +$4.07M +44,605 +10%
Victory Capital Management
66
Victory Capital Management
Texas
$45.8M +$757K +8,298 +2%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$45.7M -$1.25M -13,717 -3%
Bessemer Group
68
Bessemer Group
New Jersey
$45M +$44.3M +486,179 +24,104%
VRS
69
Virginia Retirement Systems
Virginia
$44.9M -$9.12K -100 -0%
GIA
70
Gateway Investment Advisers
Ohio
$44.8M -$6.44M -70,679 -13%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$40.2M -$811K -8,900 -2%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$39.5M +$979K +10,734 +3%
ORIO
73
Old Republic International (ORI)
Illinois
$39.4M
DZ Bank
74
DZ Bank
Germany
$39M -$22.5M -246,990 -37%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$38.8M +$1.68M +18,408 +5%

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.