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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
RFC
126
Regions Financial Corp
Alabama
$14.6M -$7.94M -87,059 -35%
NIPH
127
NN Investment Partners Holdings
Netherlands
$14.5M -$1.03M -11,337 -7%
ADEF
128
Adams Diversified Equity Fund
Maryland
$14.4M
BPB
129
Badgley, Phelps & Bell
Washington
$14.3M +$417K +4,575 +3%
LFAS
130
Level Four Advisory Services
Texas
$13.9M +$68.8K +755 +4%
RPI
131
Railway Pension Investments
United Kingdom
$13.7M
Aberdeen Group
132
Aberdeen Group
United Kingdom
$13.2M -$376K -4,127 -3%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$12.8M +$45.4K +498 +0.4%
Kayne Anderson Rudnick Investment Management
134
Kayne Anderson Rudnick Investment Management
California
$12.7M -$14.8M -162,203 -54%
SBH
135
Segall Bryant & Hamill
Illinois
$12.3M -$108K -1,190 -0.9%
DILIC
136
Dai-ichi Life Insurance Company
Japan
$12.3M -$352K -3,864 -3%
N
137
Natixis
France
$12.1M +$12M +131,346 New
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$11.8M +$326K +3,575 +3%
SEI Investments
139
SEI Investments
Pennsylvania
$11.8M -$3.52M -38,609 -23%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$11.7M -$455K -4,986 -4%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$11.7M -$1.41M -15,439 -11%
GT
142
Glenmede Trust
Pennsylvania
$11.6M -$351K -3,849 -3%
AAM
143
Advisors Asset Management
Colorado
$11.6M +$437K +4,793 +4%
AG
144
Advisor Group
Arizona
$11.2M +$232K +2,542 +2%
SAM
145
Shell Asset Management
Netherlands
$11.1M +$813K +8,912 +8%
Stifel Financial
146
Stifel Financial
Missouri
$10.8M +$2.05M +22,475 +24%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$10.7M +$3.54M +38,846 +51%
GCC
148
Guardian Capital (Canada)
Ontario, Canada
$10.6M -$3.94M -43,256 -27%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.6M -$1.37M -15,044 -12%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$10.3M -$56.1K -615 -0.5%

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.