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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.73B +$5.66M +62,121 +0.2%
BlackRock
2
BlackRock
New York
$2.73B +$69.5M +762,533 +3%
State Street
3
State Street
Massachusetts
$1.63B +$73.4M +805,484 +5%
MAM
4
Magellan Asset Management
Australia
$1.3B +$50M +548,188 +4%
Deutsche Bank
5
Deutsche Bank
Germany
$724M +$7.72M +84,718 +1%
Wells Fargo
6
Wells Fargo
California
$649M +$25.8M +283,262 +4%
Bank of America
7
Bank of America
North Carolina
$563M +$533K +5,841 +0.1%
JP Morgan Chase
8
JP Morgan Chase
New York
$500M -$62M -680,062 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$498M +$24.2M +265,764 +5%
Northern Trust
10
Northern Trust
Illinois
$471M -$2.87M -31,519 -0.6%
Legal & General Group
11
Legal & General Group
United Kingdom
$329M +$17.1M +188,102 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$267M -$33.8M -370,622 -11%
Invesco
13
Invesco
Georgia
$262M -$63.7M -698,440 -20%
N
14
Nuveen
North Carolina
$253M -$5.63M -61,730 -2%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$243M +$5.99M +65,713 +3%
UBS AM
16
UBS AM
Illinois
$239M +$3.31M +36,335 +1%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$236M +$28.4M +310,969 +14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$235M -$466K -5,116 -0.2%
Ameriprise
19
Ameriprise
Minnesota
$221M +$6.03M +66,147 +3%
ClearBridge Investments
20
ClearBridge Investments
New York
$211M +$841K +9,222 +0.4%
Goldman Sachs
21
Goldman Sachs
New York
$189M +$26.7M +292,794 +17%
Barclays
22
Barclays
United Kingdom
$178M -$493K -5,405 -0.3%
BG
23
Bahl & Gaynor
Ohio
$168M +$2.51M +27,510 +2%
Franklin Resources
24
Franklin Resources
California
$165M -$8.08M -88,671 -5%
Principal Financial Group
25
Principal Financial Group
Iowa
$159M -$3.91M -42,917 -2%

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.