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WEC Energy
WEC

Overview Fund Activity

781 hedge funds and large institutions have $14.4B invested in WEC Energy in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 249 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
17.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
76
Increased
249
Reduced
277
Closed
70
Calls
$14.5M
Puts
$5.59M
Net Calls
+$8.9M
Net Calls Change
+$8.14M

Top Buyers

1
UBS AM
UBS AM
Illinois
$229M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$36.1M
3
Bank of America
Bank of America
North Carolina
$399M
4
BlackRock
BlackRock
New York
$1.71B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.14B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.02M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
APG Asset Management
APG Asset Management
Netherlands
$89.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$435M
5
DPIM
Duff & Phelps Investment Management
Illinois
$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFP
751
Holistic Financial Partners
Indiana
$8K – – –
BBA
752
Braun-Bostich & Associates
Pennsylvania
$8K +$8K +126 New
GWS
753
Glassman Wealth Services
Virginia
$7K -$548 -9 -7%
MCM
754
MV Capital Management
Maryland
$7K – – –
NC
755
NewSquare Capital
Pennsylvania
$7K – – –
FMP
756
Financial Management Professionals
Texas
$7K – – –
AWA
757
Acorn Wealth Advisors
Michigan
$7K – – –
IFAM
758
Institutional & Family Asset Management
Colorado
$7K +$7K +110 New
PW
759
Price Wealth
Texas
$6K -$6K -100 -50%
GFP
760
Gryphon Financial Partners
Ohio
$6K – – –
CAGAS
761
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +100 New
OIA
762
Optimum Investment Advisors
Illinois
$6K +$6K +100 New
CAL
763
Capital Advisors Ltd
Ohio
$5K – – –
PCP
764
Proficio Capital Partners
Massachusetts
$4K +$941 +16 +31%
ML
765
McAdam LLC
Pennsylvania
$4K +$4K +62 New
BFC
766
Bedel Financial Consulting
Indiana
$4K +$4K +66 New
JAM
767
JCIC Asset Management
Ontario, Canada
$4K +$4K +71 New
AssetMark Inc
768
AssetMark Inc
California
$3K -$17.4K -243 -85%
TIM
769
Tortoise Investment Management
New York
$3K – – –
GBBWRPM
770
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K +$59 +1 +2%
Nomura Holdings
771
Nomura Holdings
Japan
$2.65K +$625 +9,983 +31%
ACS
772
Archford Capital Strategies
Illinois
$2K -$431K -7,757 -100%
EA
773
Edge Advisors
Georgia
$2K -$8.4K -147 -81%
SLF
774
Sun Life Financial
Ontario, Canada
$1.44K -$9.57K -600 -87%
EWM
775
Elmwood Wealth Management
California
$1K +$1K +16 New
29 30
31
32 33