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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
KPW
776
Kore Private Wealth
New York
$117K +$116K +1,267 New
PCM
777
Penserra Capital Management
California
$111K -$1.5M -16,499 -94%
CCA
778
Column Capital Advisors
Indiana
$111K +$110K +1,204 New
RIA
779
Realta Investment Advisors
Delaware
$110K -$14K -154 -11%
BWM
780
BerganKDV Wealth Management
Minnesota
$109K +$5.83K +64 +6%
CCM
781
Covington Capital Management
California
$106K
ONST
782
Old North State Trust
North Carolina
$106K
PAM
783
Paradigm Asset Management
New York
$96.8K -$82.1K -900 -46%
TSW
784
Thompson Siegel & Walmsley
Virginia
$96K +$10.5K +115 +12%
BBHC
785
Brown Brothers Harriman & Co
New York
$94K +$54.7K +600 +142%
DOA
786
D'Orazio & Associates
Virginia
$93K
RFA
787
Reilly Financial Advisors
California
$87K -$665K -7,296 -89%
CAL
788
Capital Advisors Ltd
Ohio
$86K
GLI
789
Guardian Life Insurance
New York
$86K +$912 +10 +1%
OSAM
790
O'Shaughnessy Asset Management
Connecticut
$86K +$84.6K +928 New
BAM
791
Barrett Asset Management
New York
$85K
FWM
792
FSA Wealth Management
Massachusetts
$83K +$82.1K +900 New
SCA
793
Stonebridge Capital Advisors
Minnesota
$80K
PWP
794
Personal Wealth Partners
Minnesota
$78K
TCOV
795
Trust Company of Vermont
Vermont
$77K
LWM
796
Liberty Wealth Management
California
$76K -$91 -1 -0.1%
SWM
797
Sugarloaf Wealth Management
Georgia
$75K +$73.8K +809 New
IBOK
798
Independence Bank of Kentucky
Kentucky
$70K
TCA
799
Tortoise Capital Advisors
Kansas
$70K
EW
800
Evoke Wealth
California
$68.9K +$56.1K +615 +466%

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.