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WEC Energy
WEC

Overview Fund Activity

853 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, 274 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-8
Holders Change %
-0.93%
% of All Funds
18.56%
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
274
Closed
58
Calls
$19M
Puts
$18.5M
Net Calls
+$482K
Net Calls Change
-$44.4M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$569M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$254M
3
Barclays
Barclays
United Kingdom
$219M
4
SI
Scout Investments
Missouri
$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.29B

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$288M
2
UBS AM
UBS AM
Illinois
$234M
3
EIP
Epoch Investment Partners
New York
$203M
4
Bank of America
Bank of America
North Carolina
$522M
5
Principal Financial Group
Principal Financial Group
Iowa
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
726
BerganKDV Wealth Management
Minnesota
$93K – – –
AS
727
Altshuler Shaham
Israel
$93K +$46.4K +557 +100%
CIAS
728
Capital Investment Advisory Services
North Carolina
$88K -$103K -1,200 -54%
VNA
729
Valley National Advisers
Pennsylvania
$88K – – –
WWM
730
Willingdon Wealth Management
North Carolina
$87K – – –
DOA
731
D'Orazio & Associates
Virginia
$84K – – –
CCM
732
Cribstone Capital Management
Maine
$83K – – –
SHJ
733
Sharkey, Howes & Javer
Colorado
$83K – – –
IWA
734
IBEX Wealth Advisors
New Jersey
$81K +$81K +972 New
QCIG
735
Quad-Cities Investment Group
Iowa
$79K – – –
CAL
736
Capital Advisors Ltd
Ohio
$78K – – –
TSW
737
Thompson Siegel & Walmsley
Virginia
$77K -$334 -4 -0.4%
GLI
738
Guardian Life Insurance
New York
$76K – – –
BAM
739
Barrett Asset Management
New York
$76K +$1.91K +23 +3%
FPFS
740
First Personal Financial Services
North Carolina
$72K +$12.2K +146 +20%
TCOV
741
Trust Company of Vermont
Vermont
$68K – – –
AC
742
Avestar Capital
New York
$67K -$6.09K -77 -8%
IBOK
743
Independence Bank of Kentucky
Kentucky
$63K – – –
JWM
744
Janiczek Wealth Management
Colorado
$63K – – –
CAW
745
Cornerstone Advisors (Washington)
Washington
$63K +$2.5K +30 +4%
LA
746
Legacy Advisors
Pennsylvania
$62K – – –
MCM
747
Manchester Capital Management
Vermont
$61K – – –
SJIM
748
St. Johns Investment Management
Florida
$58K – – –
BBA
749
Braun-Bostich & Associates
Pennsylvania
$56K -$80.2K -955 -59%
MSFP
750
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
28 29
30
31 32