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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
NIC
976
Northwest Investment Counselors
Oregon
-$91K -958 Closed
QCIG
977
Quad-Cities Investment Group
Iowa
-$91K -953 Closed
JWM
978
Janiczek Wealth Management
Colorado
-$72K -757 Closed
CCM
979
Cribstone Capital Management
Maine
-$38K -400 Closed
PCM
980
Princeton Capital Management
New Jersey
-$38K -400 Closed
OFS
981
Orrstown Financial Services
Pennsylvania
-$29K -300 Closed
FGAM
982
Financial Gravity Asset Management
Texas
-$24K -252 Closed
NL
983
NVWM LLC
Pennsylvania
-$21K -225 Closed
PRC
984
Pearl River Capital
Michigan
-$15K -162 Closed
NCM
985
Nelson Capital Management
California
-$14K -150 Closed
AIS
986
AlphaOne Investment Services
Pennsylvania
-$13K -132 Closed
GSWM
987
Golden State Wealth Management
California
-$11K -118 Closed
CAGAS
988
Capital Advisory Group Advisory Services
Minnesota
-$10K -100 Closed
ANBT
989
American National Bank & Trust
Texas
-$5K -81 Closed
TC
990
Truvestments Capital
Florida
-$8K -79 Closed
CFD
991
Creative Financial Designs
Indiana
-$5K -51 Closed
GWAG
992
Garrett Wealth Advisory Group
Texas
-$1.9K -20 Closed
WWM
993
Willingdon Wealth Management
North Carolina
-$2K -19 Closed
CIR
994
Clear Investment Research
Georgia
-$2K -17 Closed
LWA
995
Lenox Wealth Advisors
New York
+$182 +2 New
DI
996
Disciplined Investments
Oklahoma
+$456 +5 New
ETC
997
Exchange Traded Concepts
Oklahoma
+$456 +5 New
SSWG
998
Seven Springs Wealth Group
Tennessee
+$456 +5 New

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.