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
HAI
76
Hennessy Advisors Inc
California
$38.4M -$1.32M -14,500 -3%
National Pension Service
77
National Pension Service
South Korea
$37.9M -$1.61M -17,709 -4%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$36.5M +$6.37M +69,886 +21%
DP
79
Dearborn Partners
Illinois
$34.9M +$2.63M +28,815 +8%
DCM
80
Donaldson Capital Management
Indiana
$34.5M +$659K +7,229 +2%
VNIM
81
Vaughan Nelson Investment Management
Texas
$34M -$1.07M -11,790 -3%
ACI
82
AMP Capital Investors
Australia
$33.6M -$1.04M -11,361 -3%
Macquarie Group
83
Macquarie Group
Australia
$33.5M +$16.8M +184,400 +103%
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$32.3M +$1.6M +17,600 +5%
Citigroup
85
Citigroup
New York
$32.3M +$9.41M +103,156 +42%
GC
86
Guggenheim Capital
Illinois
$32M -$478K -5,248 -1%
Canada Life
87
Canada Life
Manitoba, Canada
$31M -$1.93M -21,128 -6%
AG
88
Aperio Group
California
$30.7M +$1.54M +16,876 +5%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.3M -$3.12M -34,268 -10%
APG Asset Management
90
APG Asset Management
Netherlands
$28.7M +$8.05M +88,254 +34%
Prudential Financial
91
Prudential Financial
New Jersey
$28.1M +$791K +8,680 +3%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$27.4M
HNB
93
Huntington National Bank
Ohio
$27.4M +$2.17M +23,762 +9%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$27.4M +$3.46M +37,911 +15%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$26.8M +$346K +3,800 +1%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$26.4M -$1.15M -12,592 -4%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$26.3M +$70.9K +778 +0.3%
Aviva
98
Aviva
United Kingdom
$25.8M +$13.7M +150,230 +116%
QI
99
QS Investors
New York
$24.9M +$2.15M +23,578 +9%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$24.6M +$12.6K +138 +0.1%

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.