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WEC Energy
WEC

Overview Fund Activity

781 hedge funds and large institutions have $14.4B invested in WEC Energy in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 249 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
17.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
76
Increased
249
Reduced
277
Closed
70
Calls
$14.5M
Puts
$5.59M
Net Calls
+$8.9M
Net Calls Change
+$8.14M

Top Buyers

1
UBS AM
UBS AM
Illinois
$229M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$36.1M
3
Bank of America
Bank of America
North Carolina
$399M
4
BlackRock
BlackRock
New York
$1.71B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.14B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.02M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
APG Asset Management
APG Asset Management
Netherlands
$89.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$435M
5
DPIM
Duff & Phelps Investment Management
Illinois
$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
826
PineBridge Investments
New York
– -$155K -2,334 Closed
LCM
827
Liberty Capital Management
Michigan
– -$88K -1,385 Closed
CMO
828
Covenant Multifamily Offices
Texas
– -$53K -792 Closed
WA
829
Winfield Associates
Ohio
– -$28K -408 Closed
STA
830
Summit Trail Advisors
New York
– -$25K -391 Closed
SPI
831
Santori & Peters Inc
Pennsylvania
– -$21K -357 Closed
TFA
832
Toth Financial Advisory
Virginia
– -$22K -338 Closed
PWM
833
Paulson Wealth Management
Illinois
– -$16K -240 Closed
PCFFS
834
Pacific Center for Financial Services
California
– -$15K -224 Closed
OAJ
835
Ogorek Anthony Joseph
New York
– -$12K -184 Closed
GBT
836
Grove Bank & Trust
Florida
– -$12K -174 Closed
BL
837
Balentine LLC
Georgia
– -$10K -148 Closed
RPC
838
Rossmore Private Capital
Connecticut
– -$9.57K -144 Closed
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$7K -111 Closed
CG
840
Cutler Group
California
– -$6K -100 Closed
PCA
841
Providence Capital Advisors
North Carolina
– -$6K -88 Closed
PRS
842
Pinkerton Retirement Specialists
Idaho
– -$4K -64 Closed
RIA
843
RPG Investment Advisory
California
– -$4K -55 Closed
TF
844
Tompkins Financial
New York
– -$3K -46 Closed
BWA
845
BDO Wealth Advisors
Florida
– -$2K -27 Closed
TG
846
TLP Group
Illinois
– -$1K -13 Closed
ST
847
Sageworth Trust
Pennsylvania
– -$1K -11 Closed
VCM
848
Virtue Capital Management
Tennessee
– -$1K -9 Closed
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