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WEC Energy
WEC

Overview Fund Activity

861 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+14
Holders Change %
+1.65%
% 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
87
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
2
American Century Companies
American Century Companies
Missouri
+$81.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$39.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$35M
5
Bank of America
Bank of America
North Carolina
+$32M

Top Sellers

1
BlackRock
BlackRock
New York
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$91.1M
3
Charles Schwab
Charles Schwab
California
-$69.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.8M
5
UBS AM
UBS AM
Illinois
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
726
Sharkey, Howes & Javer
Colorado
$79K – – –
CCM
727
Cribstone Capital Management
Maine
$79K – – –
QCG
728
Quadrant Capital Group
Ohio
$77K -$10.1K -140 -12%
QCIG
729
Quad-Cities Investment Group
Iowa
$76K – – –
CAL
730
Capital Advisors Ltd
Ohio
$74K – – –
TSW
731
Thompson Siegel & Walmsley
Virginia
$73K -$84.6K -1,074 -54%
LFA
732
Legacy Financial Advisors
Kentucky
$72K -$6.1K -77 -8%
GLI
733
Guardian Life Insurance
New York
$72K +$1.03K +13 +1%
BAM
734
Barrett Asset Management
New York
$71K – – –
RA
735
Rational Advisors
New York
$70K -$1.51M -19,191 -96%
NIM
736
NuWave Investment Management
New Jersey
$70K -$23.3K -297 -25%
AC
737
Avestar Capital
New York
$70K -$1.29K -17 -2%
AssetMark Inc
738
AssetMark Inc
California
$70K +$66.1K +833 +1,700%
TCOV
739
Trust Company of Vermont
Vermont
$64K -$4.39K -56 -6%
VCM
740
Versant Capital Management
Arizona
$62K -$14.7K -188 -19%
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$61.6K +$25.9K +328 +73%
IBOK
742
Independence Bank of Kentucky
Kentucky
$60K – – –
JWM
743
Janiczek Wealth Management
Colorado
$60K +$60K +757 New
LA
744
Legacy Advisors
Pennsylvania
$59K +$59K +748 New
IA
745
IFP Advisors
Florida
$58K -$726K -9,396 -93%
MCM
746
Manchester Capital Management
Vermont
$58K -$30.7K -387 -35%
SWM
747
SeaCrest Wealth Management
New York
$58K -$319 -4 -0.5%
FPFS
748
First Personal Financial Services
North Carolina
$57K – – –
CAW
749
Cornerstone Advisors (Washington)
Washington
$57K +$8.79K +112 +18%
NFG
750
Next Financial Group
Texas
$55K -$349K -4,360 -86%
28 29
30
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