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WEC Energy

862 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $10.7M

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $16.2B → $18.8B (+$2.59B)

2% more funds holding

Funds holding: 847862 (+15)

0.15% more ownership

Funds ownership: 75.3%75.45% (+0.15%)

8% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 306

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
862
Holders Change
+15
Holders Change %
+1.77%
% of All Funds
18.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
88
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
826
First Manhattan
New York
$11K
Lazard Asset Management
827
Lazard Asset Management
New York
$11K
GT
828
Glenmede Trust
Pennsylvania
$10.3K -$238K -3,207 -2%
AIS
829
AlphaOne Investment Services
Pennsylvania
$10K
AIC
830
Archer Investment Corporation
Indiana
$9K
FMP
831
Financial Management Professionals
Texas
$9K
MCM
832
MV Capital Management
Maryland
$9K
NC
833
NewSquare Capital
Pennsylvania
$9K
FGAM
834
Financial Gravity Asset Management
Texas
$9K +$8.53K +115 New
SIS
835
Sound Income Strategies
Florida
$8K -$44.6K -601 -86%
CAGAS
836
Capital Advisory Group Advisory Services
Minnesota
$8K
CBT
837
Capital Bank & Trust
California
$8K +$7.2K +97 New
FDCDDQ
838
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.35K +$3.34K +45 +94%
AWM
839
Avior Wealth Management
Nebraska
$7K
JAM
840
JCIC Asset Management
Ontario, Canada
$6K
PCP
841
Proficio Capital Partners
Massachusetts
$6K
CI
842
CX Institutional
Indiana
$6K +$4.53K +61 +469%
GSWM
843
Golden State Wealth Management
California
$6K +$5.79K +78 New
TC
844
Truvestments Capital
Florida
$6K +$5.86K +79 New
KFS
845
Kelly Financial Services
Massachusetts
$5.14K +$4.82K +65 New
AIA
846
Alera Investment Advisors
Illinois
$5K -$422K -5,687 -99%
BFC
847
Bedel Financial Consulting
Indiana
$5K
GRP
848
Global Retirement Partners
California
$5K
ME
849
McIlrath & Eck
Washington
$5K
1NWS
850
1 North Wealth Services
Maryland
$4K +$4.16K +56 New