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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
FAN
726
Financial Advisors Network
California
$216K -$22.1K -242 -9%
AFP
727
Ausdal Financial Partners
Iowa
$216K +$200K +2,190 New
BC
728
Brinker Capital
Pennsylvania
$216K +$214K +2,342 New
FCB
729
First Command Bank
Texas
$214K
FCFS
730
First Command Financial Services
Texas
$214K
SAM
731
Summit Asset Management
Tennessee
$214K
VC
732
Veracity Capital
Georgia
$214K +$212K +2,324 New
BS
733
Bessemer Securities
New York
$212K +$210K +2,300 New
H
734
HoyleCohen
California
$211K
WDL
735
Well Done LLC
Michigan
$211K
LS
736
Livforsakringsbolaget Skandia
Sweden
$209K -$137K -1,500 -40%
PAS
737
Park Avenue Securities
New York
$208K +$205K +2,252 New
RBFC
738
Roman Butler Fullerton & Co
Missouri
$206K -$16.9K -185 -8%
AWM
739
Altium Wealth Management
New York
$204K -$729 -8 -0.4%
BHIA
740
Birch Hill Investment Advisors
Massachusetts
$203K
PWP
741
Principle Wealth Partners
Connecticut
$203K
BAS
742
Brown Advisory Securities
Maryland
$202K
TFGT
743
TS Financial Group (TSFG)
Illinois
$202K
CS
744
Candriam SCA
Luxembourg
$202K +$200K +2,189 New
Wealth Enhancement Advisory Services
745
Wealth Enhancement Advisory Services
Minnesota
$202K +$200K +2,190 New
ECM
746
Exchange Capital Management
Michigan
$201K
SWM
747
SeaCrest Wealth Management
New York
$200K +$197K +2,164 New
IUHSA
748
Itau Unibanco Holding S.A.
Brazil
$196K +$193K +2,120 New
MMG
749
Monetary Management Group
Missouri
$189K
QAM
750
QCI Asset Management
New York
$184K

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.