We are live on ! Find out more
WEC icon

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
AAP
876
Arax Advisory Partners
Colorado
$11K +$91 +1 +0.9%
BBA
877
Braun-Bostich & Associates
Pennsylvania
$11K +$10.9K +120 New
AIC
878
Archer Investment Corporation
Indiana
$10K
FMP
879
Financial Management Professionals
Texas
$10K
MCM
880
MV Capital Management
Maryland
$10K
SMFS
881
Squar Milner Financial Services
California
$10K +$10K +110 New
AWM
882
Avior Wealth Management
Nebraska
$9K
CI
883
CX Institutional
Indiana
$9K
SIS
884
Sound Income Strategies
Florida
$9K
VAIA
885
Virtus Alternative Investment Advisers
Connecticut
$9K +$9.21K +101 New
FNBOSM
886
First National Bank of South Miami
Florida
$8K +$8.02K +88 New
BL
887
Balentine LLC
Georgia
$7K -$126K -1,379 -95%
CFN
888
Cordasco Financial Network
Florida
$7K
JAM
889
JCIC Asset Management
Ontario, Canada
$7K
RCA
890
Ranch Capital Advisors
Florida
$7K +$7.2K +79 New
AA
891
Advisory Alpha
Michigan
$6.56K -$2.37K -26 -27%
EWA
892
Evolution Wealth Advisors
Florida
$6K -$3.19K -35 -35%
GRP
893
Global Retirement Partners
California
$6K
HGWM
894
Harvest Group Wealth Management
Massachusetts
$6K
ME
895
McIlrath & Eck
Washington
$6K
VFA
896
Valeo Financial Advisors
Indiana
$6K
ADL
897
Asset Dedication LLC
California
$6K +$6.11K +67 New
KFS
898
Kelly Financial Services
Massachusetts
$6K
1NWS
899
1 North Wealth Services
Maryland
$5K
TC
900
Trust Company
Kansas
$5K

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.