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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 %
MSFP
801
Mark Sheptoff Financial Planning
Connecticut
$60K – – –
FANJ
802
Financial Architects (New Jersey)
New Jersey
$58K – – –
PWMG
803
Prestige Wealth Management Group
New Jersey
$56K – – –
SIAS
804
Shine Investment Advisory Services
Colorado
$54K – – –
SF
805
Synovus Financial
Georgia
$53K – – –
VC
806
Vestor Capital
Illinois
$53K +$53K +578 New
CB
807
CNB Bank
Pennsylvania
$52K – – –
TCWM
808
Total Clarity Wealth Management
Illinois
$52K +$52K +564 New
GIC
809
Gantzert Investment Company
Illinois
$46K – – –
KPCM
810
Kings Point Capital Management
New York
$45K – – –
SIC
811
Salem Investment Counselors
North Carolina
$44K +$44K +473 New
LC
812
Lindbrook Capital
California
$43K +$3.32K +36 +8%
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$42K – – –
IRAG
814
Investment Research & Advisory Group
Georgia
$42K +$42K +454 New
VRM
815
Vectors Research Management
New York
$40K -$6.41K -70 -14%
EIM
816
Essex Investment Management
Massachusetts
$40K – – –
PO
817
Private Ocean
California
$39K -$2.79K -30 -7%
AF
818
Arrow Financial
New York
$37K – – –
SBL
819
Sargent Bickham Lagudis
Colorado
$37K – – –
TI
820
tru Independence
Oregon
$37K +$37K +422 New
FHA
821
First Horizon Advisors
Tennessee
$36K – – –
THWM
822
Taylor Hoffman Wealth Management
Virginia
$36K – – –
SNT
823
Security National Trust
West Virginia
$36K – – –
AW
824
Alpha Windward
Massachusetts
$36K +$36K +393 New
HWM
825
Howard Wealth Management
Connecticut
$36K +$36K +400 New
31 32
33
34 35