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WEC Energy
WEC

Overview Fund Activity

921 hedge funds and large institutions have $22.4B invested in WEC Energy in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 295 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+29
Holders Change %
+3.25%
% 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
121
Increased
295
Reduced
295
Closed
76
Calls
$36.3M
Puts
$12.7M
Net Calls
+$23.6M
Net Calls Change
+$15.8M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.63B
2
BlackRock
2
BlackRock
New York
$2.73B
3
DekaBank Deutsche Girozentrale
3
DekaBank Deutsche Girozentrale
Germany
$57.3M
4
MAM
4
Magellan Asset Management
Australia
$1.3B
5
Bessemer Group
5
Bessemer Group
New Jersey
$45M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$87.2M
2
SI
2
Scout Investments
Missouri
$71.8M
3
Invesco
3
Invesco
Georgia
$262M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$500M
5
CTA
5
Carillon Tower Advisers
Florida
$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
776
Column Capital Advisors
Indiana
$111K +$111K +1,204 New
RIA
777
Realta Investment Advisors
Delaware
$110K -$13.4K -154 -11%
BWM
778
BerganKDV Wealth Management
Minnesota
$109K +$5.91K +64 +6%
CCM
779
Covington Capital Management
California
$106K – – –
ONST
780
Old North State Trust
North Carolina
$106K – – –
PAM
781
Paradigm Asset Management
New York
$96.8K -$83K -900 -46%
TSW
782
Thompson Siegel & Walmsley
Virginia
$96K +$10.6K +115 +12%
BBHC
783
Brown Brothers Harriman & Co
New York
$94K +$55.1K +600 +142%
DOA
784
D'Orazio & Associates
Virginia
$93K – – –
RFA
785
Reilly Financial Advisors
California
$87K -$672K -7,296 -89%
CAL
786
Capital Advisors Ltd
Ohio
$86K – – –
GLI
787
Guardian Life Insurance
New York
$86K +$926 +10 +1%
OSAM
788
O'Shaughnessy Asset Management
Connecticut
$86K +$86K +928 New
BAM
789
Barrett Asset Management
New York
$85K – – –
FWM
790
FSA Wealth Management
Massachusetts
$83K +$83K +900 New
SCA
791
Stonebridge Capital Advisors
Minnesota
$80K – – –
PWP
792
Personal Wealth Partners
Minnesota
$78K – – –
TCOV
793
Trust Company of Vermont
Vermont
$77K – – –
LWM
794
Liberty Wealth Management
California
$76K -$92 -1 -0.1%
SWM
795
Sugarloaf Wealth Management
Georgia
$75K +$75K +809 New
TCA
796
Tortoise Capital Advisors
Kansas
$70K – – –
IBOK
797
Independence Bank of Kentucky
Kentucky
$70K – – –
EW
798
Evoke Wealth
California
$68.9K +$56.7K +615 +466%
MCM
799
Manchester Capital Management
Vermont
$67K – – –
SJIM
800
St. Johns Investment Management
Florida
$61K – – –
30 31
32
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