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WEC Energy
WEC

Overview Fund Activity

861 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+14
Holders Change %
+1.65%
% 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
87
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
2
American Century Companies
American Century Companies
Missouri
+$81.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$39.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$35M
5
Bank of America
Bank of America
North Carolina
+$32M

Top Sellers

1
BlackRock
BlackRock
New York
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$91.1M
3
Charles Schwab
Charles Schwab
California
-$69.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.8M
5
UBS AM
UBS AM
Illinois
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
751
St. Johns Investment Management
Florida
$55K – – –
NFH
752
NEXT Financial Holdings
Texas
$55K +$55K +688 New
AIM
753
Advantage Investment Management
Iowa
$51K -$7.53K -96 -13%
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$51K – – –
SFG
755
SevenBridge Financial Group
Pennsylvania
$50K – – –
MIP
756
Mondrian Investment Partners
United Kingdom
$47K – – –
PGWM
757
Parisi Gray Wealth Management
New Jersey
$47K – – –
PWMG
758
Prestige Wealth Management Group
New Jersey
$45K -$1.59K -20 -3%
CB
759
CNB Bank
Pennsylvania
$45K +$32.3K +406 +254%
AS
760
Altshuler Shaham
Israel
$44K +$14.2K +181 +48%
SLF
761
Sun Life Financial
Ontario, Canada
$43K -$26.5K -332 -38%
WTB
762
Washington Trust Bank
Washington
$40K -$1.56K -20 -4%
GIC
763
Gantzert Investment Company
Illinois
$40K – – –
VRM
764
Vectors Research Management
New York
$40K +$17.9K +227 +81%
KPCM
765
Kings Point Capital Management
New York
$39K – – –
FHB
766
First Hawaiian Bank
Hawaii
$39K +$789 +10 +2%
VEA
767
Virtus ETF Advisers
New York
$36K -$766K -9,591 -96%
AWM
768
Arbor Wealth Management
Florida
$36K – – –
EIM
769
Essex Investment Management
Massachusetts
$34K – – –
SIAS
770
Shine Investment Advisory Services
Colorado
$33K – – –
PO
771
Private Ocean
California
$33K – – –
IFAM
772
Institutional & Family Asset Management
Colorado
$32K -$67.4K -864 -68%
AF
773
Arrow Financial
New York
$32K – – –
SBL
774
Sargent Bickham Lagudis
Colorado
$32K – – –
PCM
775
Princeton Capital Management
New Jersey
$32K – – –
29 30
31
32 33