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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
FDCDDQ
901
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15K -$4.38K -48 -52%
AWA
902
Arkadios Wealth Advisors
Georgia
$3.24K +$2.92K +32 New
Fidelity International
903
Fidelity International
Bermuda
$3K -$365 -4 -11%
LF
904
Lee Financial
Texas
$3K
WCM
905
Wealthcare Capital Management
Virginia
$3K +$3.1K +34 New
RG
906
Retirement Group
California
$3K +$3.46K +38 New
PP
907
Pacifica Partners
Canada
$2K +$1.73K +19 New
JSC
908
Jackson Square Capital
California
$2K +$2.19K +24 New
CHA
909
Carmichael Hill & Associates
Maryland
$2K +$2.37K +26 New
GEA
910
Glen Eagle Advisors
New Jersey
$1.57K +$1.55K +17 New
RFM
911
Royal Fund Management
Florida
$1K
CWA
912
Capital Wealth Alliance
Arizona
$1K +$1.28K +14 New
PW
913
Price Wealth
Texas
$1K +$1.28K +14 New
WQ
914
Wealth Quarterback
New Jersey
$553 +$547 +6 New
LP
915
LMR Partners
United Kingdom
$336 -$54.2K -595 -14%
PGAM
916
Princeton Global Asset Management
New Jersey
$78 +$76.7K +841 New
LS
917
Leelyn Smith
Illinois
$1 +$1.28K +14 New
CCMG
918
Clark Capital Management Group
Pennsylvania
-$16.8M -176,868 Closed
Balyasny Asset Management
919
Balyasny Asset Management
Illinois
-$13.6M -143,076 Closed
Citadel Advisors
920
Citadel Advisors
Florida
-$8.53M -93,598 Closed
LC
921
LNZ Capital
New York
-$7.13M -75,000 Closed
EGM
922
Engineers Gate Manager
New York
-$5.26M -55,309 Closed
SEC
923
Seven Eight Capital
New York
-$3.44M -36,152 Closed
UFF
924
USA Financial Formulas
Michigan
-$2.68M -29,403 -100%
DF
925
Donoghue Forlines
Massachusetts
-$2.53M -26,597 Closed

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.