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WEC Energy

862 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $10.7M

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $16.2B → $18.8B (+$2.59B)

2% more funds holding

Funds holding: 847862 (+15)

0.15% more ownership

Funds ownership: 75.3%75.45% (+0.15%)

8% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 306

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
862
Holders Change
+15
Holders Change %
+1.77%
% 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
88
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
751
Next Financial Group
Texas
$55K -$323K -4,360 -86%
SJIM
752
St. Johns Investment Management
Florida
$55K
NFH
753
NEXT Financial Holdings
Texas
$55K +$51K +688 New
AIM
754
Advantage Investment Management
Iowa
$51K -$7.12K -96 -13%
MSFP
755
Mark Sheptoff Financial Planning
Connecticut
$51K
SFG
756
SevenBridge Financial Group
Pennsylvania
$50K
MIP
757
Mondrian Investment Partners
United Kingdom
$47K
PGWM
758
Parisi Gray Wealth Management
New Jersey
$47K
PWMG
759
Prestige Wealth Management Group
New Jersey
$45K -$1.48K -20 -3%
CB
760
CNB Bank
Pennsylvania
$45K +$30.1K +406 +254%
AS
761
Altshuler Shaham
Israel
$44K +$13.4K +181 +48%
SLF
762
Sun Life Financial
Ontario, Canada
$43K -$24.6K -332 -38%
WTB
763
Washington Trust Bank
Washington
$40K -$1.48K -20 -4%
GIC
764
Gantzert Investment Company
Illinois
$40K
VRM
765
Vectors Research Management
New York
$40K +$16.8K +227 +81%
KPCM
766
Kings Point Capital Management
New York
$39K
FHB
767
First Hawaiian Bank
Hawaii
$39K +$742 +10 +2%
VEA
768
Virtus ETF Advisers
New York
$36K -$712K -9,591 -96%
AWM
769
Arbor Wealth Management
Florida
$36K
EIM
770
Essex Investment Management
Massachusetts
$34K
PO
771
Private Ocean
California
$33K
SIAS
772
Shine Investment Advisory Services
Colorado
$33K
IFAM
773
Institutional & Family Asset Management
Colorado
$32K -$64.1K -864 -68%
AF
774
Arrow Financial
New York
$32K
PCM
775
Princeton Capital Management
New Jersey
$32K