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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
BCWM
151
Bartlett & Co Wealth Management
Ohio
$10.2M -$390K -4,279 -4%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$10.1M +$3.2M +35,148 +47%
MSV
153
MN Services Vermogensbeheer
Netherlands
$10.1M +$201K +2,200 +2%
CT
154
Cambridge Trust
Massachusetts
$9.86M -$250K -2,741 -2%
LPL Financial
155
LPL Financial
California
$9.54M +$830K +9,108 +10%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$9.14M -$5.69M -62,435 -39%
CIC
157
Crawford Investment Counsel
Georgia
$9.01M -$170K -1,867 -2%
CSUI
158
Cincinnati Specialty Underwriters Insurance
Ohio
$8.76M
Comerica Bank
159
Comerica Bank
Texas
$8.24M -$68.5K -751 -0.9%
Truist Financial
160
Truist Financial
North Carolina
$8.17M +$7.17M +78,588 +784%
CB
161
Commerce Bank
Missouri
$8.17M +$86.3K +947 +1%
RBA
162
Richard Bernstein Advisors
New York
$8.12M
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$7.8M -$1.42M -15,581 -16%
Mariner
164
Mariner
Kansas
$7.76M +$1.78M +19,513 +30%
MIM
165
MetLife Investment Management
New Jersey
$7.73M -$187K -2,046 -2%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$7.64M +$263K +2,881 +4%
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$7.64M
SO
168
STRS Ohio
Ohio
$7.64M +$789K +8,649 +12%
Schroder Investment Management Group
169
Schroder Investment Management Group
United Kingdom
$7.61M -$8.47M -92,888 -53%
NAS
170
Nicolet Advisory Services
Wisconsin
$7.57M +$517K +5,665 +7%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$7.41M -$348K -3,819 -5%
WG
172
Winton Group
United Kingdom
$7.4M +$3.75M +41,105 +105%
RHFI
173
Reilly Herbert Faulkner III
$7.27M -$582K -6,385 -7%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$7.11M -$67.2K -737 -0.9%
GIBU
175
Gulf International Bank (UK)
United Kingdom
$7.06M

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.