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WEC Energy

923 hedge funds and large institutions have $22.4B invested in WEC Energy in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 296 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $12.7M

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

3% more funds holding

Funds holding: 893923 (+30)

0% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 295

0.3% less ownership

Funds ownership: 77.32%77.02% (-0.3%)

3% less capital invested

Capital invested by funds: $23.2B → $22.4B (-$767M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
923
Holders Change
+30
Holders Change %
+3.36%
% of All Funds
18.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
122
Increased
296
Reduced
295
Closed
76
Calls
$36.3M
Puts
$12.7M
Net Calls
+$23.6M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
751
Benjamin Edwards Inc
Missouri
$182K +$12.4K +136 +7%
SCM
752
Silvant Capital Management
Georgia
$173K
MG
753
MilWealth Group
Wisconsin
$172K -$22.8K -250 -12%
IWP
754
IAG Wealth Partners
Wisconsin
$168K +$166K +1,819 New
FWM
755
Focused Wealth Management
New York
$166K
KBFS
756
Kohmann Bosshard Financial Services
Ohio
$166K
JFGIW
757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K -$23.1K -253 -13%
AF
758
Allworth Financial
California
$157K +$29.4K +322 +23%
M
759
MOTCO
Texas
$157K +$51.9K +569 +50%
OC
760
Oakworth Capital
Alabama
$156K
CYG
761
Clean Yield Group
Vermont
$154K
JFA
762
JNBA Financial Advisors
Minnesota
$151K
SIM
763
Sonora Investment Management
Arizona
$151K
PB
764
Pinnacle Bancorp
Nebraska
$151K +$36.7K +402 +33%
EP
765
Eudaimonia Partners
Tennessee
$151K +$150K +1,643 New
BCA
766
Bray Capital Advisors
Florida
$147K
TA
767
TFG Advisers
Michigan
$141K +$140K +1,536 New
CFGS
768
Concourse Financial Group Securities
Alabama
$138K +$76.4K +838 +128%
ARMT
769
Amica Retiree Medical Trust
Rhode Island
$136K
BAM
770
Belpointe Asset Management
Nevada
$130K +$128K +1,408 New
RWB
771
RMR Wealth Builders
New Jersey
$129K +$127K +1,395 New
Acadian Asset Management
772
Acadian Asset Management
Massachusetts
$127K
APA
773
American Portfolios Advisors
New York
$126K -$1.06M -11,609 -89%
CWP
774
CFM Wealth Partners
Texas
$125K +$118K +1,297 New
FP
775
Financial Perspectives
Minnesota
$123K +$122K +1,338 New

WEC Hedge Fund Activity: Q4 2019 in Review

923 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2019, worth a combined $22.4B — down 3.3% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new WEC positions and 76 closed out — a net gain of 46 holders — while 296 added to existing stakes and 295 trimmed.

The largest buyer was State Street, adding an estimated $73.4M. The largest seller was Renaissance Technologies, cutting an estimated $134M.

  • 923 institutional investors held WEC Energy (WEC) as of Q4 2019, up from 893 in Q3 2019.
  • Funds reported $22.4B of WEC Energy stock for Q4 2019, down 3.3% quarter-over-quarter.
  • 122 funds opened new WEC Energy positions in Q4 2019 and 76 closed out, a net change of +46 holders.
  • The largest WEC Energy buyer in Q4 2019 was State Street, an estimated $73.4M added.
  • The largest WEC Energy seller in Q4 2019 was Renaissance Technologies, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2019.