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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
MCM
801
Manchester Capital Management
Vermont
$67K
SJIM
802
St. Johns Investment Management
Florida
$61K
MSFP
803
Mark Sheptoff Financial Planning
Connecticut
$60K
FANJ
804
Financial Architects (New Jersey)
New Jersey
$58K
PWMG
805
Prestige Wealth Management Group
New Jersey
$56K
SIAS
806
Shine Investment Advisory Services
Colorado
$54K
SF
807
Synovus Financial
Georgia
$53K
VC
808
Vestor Capital
Illinois
$53K +$52.7K +578 New
CB
809
CNB Bank
Pennsylvania
$52K
TCWM
810
Total Clarity Wealth Management
Illinois
$52K +$51.4K +564 New
GIC
811
Gantzert Investment Company
Illinois
$46K
KPCM
812
Kings Point Capital Management
New York
$45K
SIC
813
Salem Investment Counselors
North Carolina
$44K +$43.1K +473 New
LC
814
Lindbrook Capital
California
$43K +$3.28K +36 +8%
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$42K
IRAG
816
Investment Research & Advisory Group
Georgia
$42K +$41.4K +454 New
VRM
817
Vectors Research Management
New York
$40K -$6.38K -70 -14%
EIM
818
Essex Investment Management
Massachusetts
$40K
PO
819
Private Ocean
California
$39K -$2.73K -30 -7%
AF
820
Arrow Financial
New York
$37K
SBL
821
Sargent Bickham Lagudis
Colorado
$37K
TI
822
tru Independence
Oregon
$37K +$38.5K +422 New
FHA
823
First Horizon Advisors
Tennessee
$36K
SNT
824
Security National Trust
West Virginia
$36K
THWM
825
Taylor Hoffman Wealth Management
Virginia
$36K

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.