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WEC Energy
WEC

Overview Fund Activity

847 hedge funds and large institutions have $16.2B invested in WEC Energy in 2018 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 266 reducing their positions, and 62 closing their positions.

Holders
847
Holders Change
+53
Holders Change %
+6.68%
% of All Funds
18.9%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
119
Increased
275
Reduced
266
Closed
62
Calls
$16.7M
Puts
$5.9M
Net Calls
+$10.8M
Net Calls Change
-$16.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
BlackRock
2
BlackRock
New York
$2.01B
3
SI
3
Scout Investments
Missouri
$67.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.47B
5
State Street
5
State Street
Massachusetts
$1.12B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$481M
2
Deutsche Bank
2
Deutsche Bank
Germany
$537M
3
APG Asset Management
3
APG Asset Management
Netherlands
$29.7M
4
MAM
4
Magellan Asset Management
Australia
$59.4M
5
EIP
5
Epoch Investment Partners
New York
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
ZB
751
Zions Bancorporation
Utah
$33K 480 +134 +39%
AWM
752
Arbor Wealth Management
Florida
$32K 456 +456 New
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
$31.2K 451 -200 -31%
EIM
754
Essex Investment Management
Massachusetts
$30K 430 +430 New
MOS
755
MGO One Seven
Ohio
$30K 435 +435 New
EWA
756
ERTS Wealth Advisors
Michigan
$30K 440 +440 New
SIAS
757
Shine Investment Advisory Services
Colorado
$29K 422 – –
PO
758
Private Ocean
California
$29K 420 – –
AF
759
Arrow Financial
New York
$28K 400 -56 -12%
PCM
760
Princeton Capital Management
New Jersey
$28K 400 – –
SBL
761
Sargent Bickham Lagudis
Colorado
$28K 400 – –
THWM
762
Taylor Hoffman Wealth Management
Virginia
$27K 394 – –
SNT
763
Security National Trust
West Virginia
$27K 385 – –
WCM
764
WealthBridge Capital Management
Ohio
$27K 395 +395 New
PFSC
765
Peoples Financial Services Corp
Pennsylvania
$26K 375 – –
HR
766
Howe & Rusling
New York
$26K 371 – –
JGIA
767
Jackson Grant Investment Advisers
Connecticut
$26K 374 +3 +0.8%
AS
768
Altshuler Shaham
Israel
$26K 378 +20 +6%
AW
769
Alpha Windward
Massachusetts
$25K 361 -422 -54%
CAC
770
Certified Advisory Corp
Florida
$25K 362 +112 +45%
TCM
771
Tradewinds Capital Management
Washington
$24K 340 – –
AOWM
772
Alpha Omega Wealth Management
Virginia
$22K 314 – –
CBT
773
Central Bank & Trust
Kentucky
$22K 315 – –
WB
774
Webster Bank
Connecticut
$22K 312 – –
JCM
775
Jacobi Capital Management
Pennsylvania
$22K 314 +169 +117%
29 30
31
32 33