WEC Energy
893 hedge funds and large institutions have $23.2B invested in WEC Energy in 2019 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 301 increasing their positions, 313 reducing their positions, and 50 closing their positions.
90% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 50
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
19% more call options, than puts
Call options by funds: $48.6M | Put options by funds: $40.8M
14% more capital invested
Capital invested by funds: $20.3B → $23.2B (+$2.85B)
5% more funds holding
Funds holding: 854 → 893 (+39)
0.07% less ownership
Funds ownership: 77.39% → 77.32% (-0.07%)
4% less repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 313
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$603M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$85.4M |
| 3 |
BlackRock
New York
|
+$64.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$29.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$172M |
| 2 |
Renaissance Technologies
New York
|
-$93.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.8M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$65.6M |
| 5 |
Barclays
London,
United Kingdom
|
-$62.5M |
WEC Hedge Fund Activity: Q3 2019 in Review
893 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2019, worth a combined $23.2B — up 14% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new WEC positions and 50 closed out — a net gain of 45 holders — while 301 added to existing stakes and 313 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $603M. The largest seller was ClearBridge Investments, cutting an estimated $172M.
- 893 institutional investors held WEC Energy (WEC) as of Q3 2019, up from 854 in Q2 2019.
- Funds reported $23.2B of WEC Energy stock for Q3 2019, up 14% quarter-over-quarter.
- 95 funds opened new WEC Energy positions in Q3 2019 and 50 closed out, a net change of +45 holders.
- The largest WEC Energy buyer in Q3 2019 was Magellan Asset Management, an estimated $603M added.
- The largest WEC Energy seller in Q3 2019 was ClearBridge Investments, an estimated $172M sold.
Based on aggregated 13F filings for Q3 2019.