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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
SCP
951
Silverleafe Capital Partners
Tennessee
-$297K -3,128 Closed
CA
952
Calton & Associates
Florida
-$295K -3,101 Closed
NQWM
953
Northwest Quadrant Wealth Management
Oregon
-$275K -2,951 Closed
GCA
954
Gideon Capital Advisors
New York
-$278K -2,920 Closed
Verition Fund Management
955
Verition Fund Management
Connecticut
-$273K -2,874 Closed
DAM
956
Diamant Asset Management
Connecticut
-$271K -2,847 Closed
TIA
957
Tiemann Investment Advisors
California
-$250K -2,628 Closed
AWA
958
Arete Wealth Advisors
Illinois
-$238K -2,506 Closed
EWM
959
Executive Wealth Management
Michigan
-$237K -2,492 Closed
FTC
960
Farmers Trust Company
Ohio
-$223K -2,345 Closed
CWM
961
CCG Wealth Management
California
-$219K -2,302 Closed
Axa
962
Axa
France
-$216K -2,271 Closed
BW
963
Bison Wealth
Georgia
-$209K -2,196 Closed
EWM
964
Evercore Wealth Management
New York
-$205K -2,159 Closed
PFM
965
Patton Fund Management
Texas
-$205K -2,154 Closed
CA
966
Cetera Advisors
Colorado
-$204K -2,150 Closed
GWCM
967
Godshalk Welsh Capital Management
Pennsylvania
-$204K -2,150 Closed
TIM
968
Thompson Investment Management
Wisconsin
-$204K -2,144 Closed
PL
969
Perpetual Ltd
Australia
-$202K -2,123 Closed
ET
970
Equitable Trust
Tennessee
-$201K -2,112 Closed
DWM
971
Doyle Wealth Management
Florida
-$201K -2,111 Closed
SB
972
Strategic Blueprint
Georgia
-$171K -1,794 Closed
FL
973
Fort LP
Maryland
-$146K -1,538 Closed
WC
974
Weil Company
California
-$132K -1,384 Closed
CIAS
975
Capital Investment Advisory Services
North Carolina
-$97K -1,024 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.