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WEC Energy

802 hedge funds and large institutions have $14.8B invested in WEC Energy in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 264 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $36M | Put options by funds: $6.2M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

3% more funds holding

Funds holding: 782802 (+20)

2% more capital invested

Capital invested by funds: $14.4B → $14.8B (+$343M)

0.59% more ownership

Funds ownership: 73.17%73.76% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 272

Holders
802
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
18.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
68
Increased
264
Reduced
272
Closed
43
Calls
$36M
Puts
$6.2M
Net Calls
+$29.8M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B +$7.61M +122,415 +0.4%
BlackRock
2
BlackRock
New York
$1.77B +$8.84M +142,216 +0.5%
State Street
3
State Street
Massachusetts
$1B -$10M -161,155 -1%
Deutsche Bank
4
Deutsche Bank
Germany
$593M +$40.1M +645,221 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$495M +$44.7M +719,552 +10%
Wells Fargo
6
Wells Fargo
California
$473M -$3.98M -64,044 -0.9%
Bank of America
7
Bank of America
North Carolina
$420M +$8.8M +141,602 +2%
Northern Trust
8
Northern Trust
Illinois
$334M -$5.32M -85,649 -2%
ClearBridge Investments
9
ClearBridge Investments
New York
$282M -$39.5M -636,106 -13%
UBS AM
10
UBS AM
Illinois
$258M +$21.2M +340,688 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$245M +$8.56M +137,742 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$241M +$1.63M +26,262 +0.7%
Invesco
13
Invesco
Georgia
$207M +$89.7M +1,443,859 +82%
Renaissance Technologies
14
Renaissance Technologies
New York
$202M -$2.09M -33,700 -1%
Legal & General Group
15
Legal & General Group
United Kingdom
$182M +$8.38M +134,777 +5%
Ameriprise
16
Ameriprise
Minnesota
$170M -$5M -80,515 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$166M -$318K -5,111 -0.2%
Principal Financial Group
18
Principal Financial Group
Iowa
$150M -$1.91M -30,738 -1%
BG
19
Bahl & Gaynor
Ohio
$146M -$762K -12,269 -0.5%
Franklin Resources
20
Franklin Resources
California
$142M +$252K +4,054 +0.2%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$135M -$4.65M -74,892 -3%
SBAM
22
Santa Barbara Asset Management
California
$134M -$2.85M -45,809 -2%
Charles Schwab
23
Charles Schwab
California
$128M +$3.99M +64,256 +3%
Morgan Stanley
24
Morgan Stanley
New York
$123M -$38.4M -618,353 -24%
Cohen & Steers
25
Cohen & Steers
New York
$121M +$861K +13,862 +0.7%

WEC Hedge Fund Activity: Q2 2018 in Review

802 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2018, worth a combined $14.8B — up 2.4% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WEC positions and 43 closed out — a net gain of 25 holders — while 264 added to existing stakes and 272 trimmed.

The largest buyer was Invesco, adding an estimated $89.7M. The largest seller was Barclays, cutting an estimated $56.3M.

  • 802 institutional investors held WEC Energy (WEC) as of Q2 2018, up from 782 in Q1 2018.
  • Funds reported $14.8B of WEC Energy stock for Q2 2018, up 2.4% quarter-over-quarter.
  • 68 funds opened new WEC Energy positions in Q2 2018 and 43 closed out, a net change of +25 holders.
  • The largest WEC Energy buyer in Q2 2018 was Invesco, an estimated $89.7M added.
  • The largest WEC Energy seller in Q2 2018 was Barclays, an estimated $56.3M sold.

Based on aggregated 13F filings for Q2 2018.