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WEC Energy
WEC

Overview Fund Activity

781 hedge funds and large institutions have $14.4B invested in WEC Energy in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 249 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
17.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
76
Increased
249
Reduced
277
Closed
70
Calls
$14.5M
Puts
$5.59M
Net Calls
+$8.9M
Net Calls Change
+$8.14M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$229M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$36.1M
3
Bank of America
3
Bank of America
North Carolina
$399M
4
BlackRock
4
BlackRock
New York
$1.71B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.14B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.02M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$89.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$435M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$3.35M +$3.35M +53,427 New
HighTower Advisors
202
HighTower Advisors
Illinois
$3.32M -$166K -2,653 -5%
SGI
203
Summit Global Investments
Utah
$3.29M -$105K -1,671 -3%
RCYC
204
Richard C. Young & Co
Rhode Island
$3.26M +$2.94M +46,910 +913%
OTPPB
205
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.26M -$4.82M -76,904 -60%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$3.25M +$1M +15,976 +45%
AAS
207
Annex Advisory Services
Wisconsin
$3.21M +$451K +7,196 +16%
TFA
208
Transamerica Financial Advisors
Florida
$3.21M -$182K -2,904 -5%
SAM
209
Securian Asset Management
Minnesota
$3.15M +$1.14M +18,200 +57%
ACM
210
Azimuth Capital Management
Michigan
$3.1M -$277K -4,412 -8%
NAM
211
Nissay Asset Management
Japan
$3.09M -$82.8K -1,321 -3%
MSV
212
MN Services Vermogensbeheer
Netherlands
$3.08M – – –
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$3.06M +$18.2K +290 +0.6%
ProShare Advisors
214
ProShare Advisors
Maryland
$3.05M -$33.7K -537 -1%
EIM
215
ExxonMobil Investment Management
Texas
$3.03M -$117K -1,871 -4%
SIM
216
Sadoff Investment Management
Wisconsin
$3M +$1.8M +28,761 +151%
Creative Planning
217
Creative Planning
Kansas
$2.95M +$140K +2,240 +5%
NB
218
Nicolet Bankshares
Wisconsin
$2.92M +$1.67M +26,689 +134%
KWM
219
Kingsview Wealth Management
Oregon
$2.9M +$2.53M +40,322 +673%
ECM
220
ETrade Capital Management
Virginia
$2.87M +$144K +2,303 +5%
PP
221
Paloma Partners
Connecticut
$2.86M +$2.86M +45,585 New
SWP
222
Stratos Wealth Partners
Ohio
$2.84M +$19.9K +317 +0.7%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$2.82M +$144K +2,294 +5%
SCI
224
S&CO Inc
Massachusetts
$2.81M – – –
Schroder Investment Management Group
225
Schroder Investment Management Group
United Kingdom
$2.77M +$322K +5,133 +13%
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9
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