WEC icon

WEC Energy
WEC

Overview Fund Activity

853 hedge funds and large institutions have $20.3B invested in WEC Energy in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 302 increasing their positions, 274 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-8
Holders Change %
-0.93%
% of All Funds
18.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
61
Increased
302
Reduced
274
Closed
58
Calls
$19M
Puts
$18.5M
Net Calls
+$482K
Net Calls Change
-$44.4M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$569M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$254M
3
Barclays
Barclays
United Kingdom
$219M
4
SI
Scout Investments
Missouri
$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.29B

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$288M
2
UBS AM
UBS AM
Illinois
$234M
3
EIP
Epoch Investment Partners
New York
$203M
4
Bank of America
Bank of America
North Carolina
$522M
5
Principal Financial Group
Principal Financial Group
Iowa
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
751
Advantage Investment Management
Iowa
$54K – – –
SCA
752
Stonebridge Capital Advisors
Minnesota
$54K +$54K +646 New
PWP
753
Personal Wealth Partners
Minnesota
$54K +$54K +648 New
SFG
754
SevenBridge Financial Group
Pennsylvania
$53K – – –
FANJ
755
Financial Architects (New Jersey)
New Jersey
$52K -$143K -1,719 -73%
MIP
756
Mondrian Investment Partners
United Kingdom
$50K – – –
SIAS
757
Shine Investment Advisory Services
Colorado
$49K +$13.7K +163 +39%
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$48K -$16.8K -202 -26%
W
759
WealthStone
Ohio
$47K +$47K +564 New
CB
760
CNB Bank
Pennsylvania
$47K – – –
PWMG
761
Prestige Wealth Management Group
New Jersey
$47K – – –
RA
762
Rational Advisors
New York
$45K -$28.6K -346 -39%
GIC
763
Gantzert Investment Company
Illinois
$42K – – –
VRM
764
Vectors Research Management
New York
$42K – – –
KPCM
765
Kings Point Capital Management
New York
$41K – – –
VCM
766
Versant Capital Management
Arizona
$36K -$30.2K -362 -46%
EIM
767
Essex Investment Management
Massachusetts
$36K – – –
PO
768
Private Ocean
California
$35K – – –
IFAM
769
Institutional & Family Asset Management
Colorado
$34K – – –
CFGS
770
Concourse Financial Group Securities
Alabama
$34K +$9.82K +117 +41%
PCM
771
Princeton Capital Management
New Jersey
$33K – – –
AF
772
Arrow Financial
New York
$33K – – –
SBL
773
Sargent Bickham Lagudis
Colorado
$33K – – –
THWM
774
Taylor Hoffman Wealth Management
Virginia
$33K – – –
SQA
775
Simon Quick Advisors
New Jersey
$32.1K +$7.09K +85 +28%
29 30
31
32 33