WEC Energy
847 hedge funds and large institutions have $16.2B invested in WEC Energy in 2018 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 266 reducing their positions, and 63 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
184% more call options, than puts
Call options by funds: $16.7M | Put options by funds: $5.9M
89% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 63
7% more funds holding
Funds holding: 795 → 847 (+52)
5% more capital invested
Capital invested by funds: $15.4B → $16.2B (+$831M)
2.16% more ownership
Funds ownership: 73.14% → 75.3% (+2.2%)
3% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 266
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$145M |
| 2 |
BlackRock
New York
|
+$110M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$68.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$144M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$56.6M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$44M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$34.8M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPWA
901
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$33.5K | -502 | Closed |
|
|
BA
902
Ballew Advisors
Jackson,
Mississippi
| – | -$30K | -442 | Closed |
|
|
PHK
903
Point72 Hong Kong
Hong Kong
| – | -$26K | -396 | Closed |
|
|
WC
904
Whitney & Co
Rochester,
New York
| – | -$25K | -355 | Closed |
|
|
PWAG
905
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$13K | -200 | Closed |
|
|
LA
906
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$10K | -148 | Closed |
|
|
WCAMG
907
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$4K | -57 | Closed |
|
|
ICM
908
IMS Capital Management
Portland,
Oregon
| – | -$4K | -56 | Closed |
|
909
Parallax Volatility Advisers
San Francisco,
California
| – | -$1K | -8 | Closed |
|
WEC Hedge Fund Activity: Q4 2018 in Review
847 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2018, worth a combined $16.2B — up 5.4% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new WEC positions and 63 closed out — a net gain of 56 holders — while 275 added to existing stakes and 266 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was JP Morgan Chase, cutting an estimated $144M.
- 847 institutional investors held WEC Energy (WEC) as of Q4 2018, up from 795 in Q3 2018.
- Funds reported $16.2B of WEC Energy stock for Q4 2018, up 5.4% quarter-over-quarter.
- 119 funds opened new WEC Energy positions in Q4 2018 and 63 closed out, a net change of +56 holders.
- The largest WEC Energy buyer in Q4 2018 was Fidelity Investments, an estimated $145M added.
- The largest WEC Energy seller in Q4 2018 was JP Morgan Chase, an estimated $144M sold.
Based on aggregated 13F filings for Q4 2018.