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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
GWS
851
Glassman Wealth Services
Virginia
$21K -$365 -4 -2%
GAM
852
Gemmer Asset Management
California
$21K
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
DAM
854
Delta Asset Management
Tennessee
$19K +$1.46K +16 +8%
FA
855
Fortis Advisors
Pennsylvania
$18K
HCM
856
Highlander Capital Management
New Jersey
$18K
SLF
857
Sun Life Financial
Ontario, Canada
$17K -$6.38K -70 -27%
PMFA
858
Plante Moran Financial Advisors
Michigan
$17K +$16.6K +182 New
TCM
859
Tradewinds Capital Management
Washington
$16K
BCI
860
Brinker Capital Investments
Pennsylvania
$15K
IFAM
861
Institutional & Family Asset Management
Colorado
$14K -$18K -197 -56%
EI
862
Ellevest Inc
New York
$14K
SFSIG
863
San Francisco Sentry Investment Group
California
$14K
TWA
864
TCI Wealth Advisors
Arizona
$14K +$2.46K +27 +22%
BC
865
Barnett & Company
Tennessee
$14K +$13.4K +147 +1,633%
VCP
866
Verus Capital Partners
Arizona
$14K +$13.7K +150 New
CHC
867
City Holding Co
West Virginia
$13K
First Manhattan
868
First Manhattan
New York
$13K
IRC
869
Investors Research Corp
Georgia
$13K
JCM
870
Jacobi Capital Management
Pennsylvania
$13K
BFC
871
Bedel Financial Consulting
Indiana
$12K
ACM
872
Anfield Capital Management
California
$12K +$10.9K +120 New
EIP
873
Ellis Investment Partners
Pennsylvania
$11K
LFG
874
Larson Financial Group
Missouri
$11K
TF
875
TimeScale Financial
Massachusetts
$11K

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.