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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
AW
826
Alpha Windward
Massachusetts
$36K +$35.8K +393 New
HWM
827
Howard Wealth Management
Connecticut
$36K +$36.5K +400 New
PFSC
828
Peoples Financial Services Corp
Pennsylvania
$35K
MWP
829
Meridian Wealth Partners
Pennsylvania
$35K +$34.2K +375 New
ACA
830
Atlas Capital Advisors
Wyoming
$34.6K -$367K -4,029 -91%
FRA
831
Front Row Advisors
California
$34K
VCM
832
Versant Capital Management
Arizona
$33K -$5.01K -55 -13%
WB
833
Webster Bank
Connecticut
$33K
BCA
834
Berman Capital Advisors
Georgia
$33K +$182 +2 +0.6%
SQA
835
Simon Quick Advisors
New Jersey
$33K +$4.92K +54 +18%
AA
836
Ancora Advisors
Ohio
$32K +$31.9K +350 New
PA
837
Procyon Advisors
Connecticut
$30K +$29.4K +323 New
SL
838
Savior LLC
Massachusetts
$30K +$29.9K +328 New
VNA
839
Valley National Advisers
Pennsylvania
$29K
TWP
840
TFO Wealth Partners
Ohio
$29K +$29.2K +320 New
WCG
841
Weaver Consulting Group
California
$28K
CBT
842
Central Bank & Trust
Kentucky
$27K
WAP
843
Wealthcare Advisory Partners
Pennsylvania
$27K +$182 +2 +0.7%
ZB
844
Zions Bancorporation
Utah
$26K
FCA
845
FinTrust Capital Advisors
South Carolina
$25K
TL
846
TrueWealth LLC
Georgia
$25K
CAC
847
Certified Advisory Corp
Florida
$24K +$182 +2 +0.8%
ACM
848
Allred Capital Management
Texas
$23.5K +$23.2K +254 New
FPFS
849
First Personal Financial Services
North Carolina
$22K
VEA
850
Virtus ETF Advisers
New York
$22K

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.