We are live on ! Find out more
WCC

WESCO International
WCC

348 hedge funds and large institutions have $6.2B invested in WESCO International in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 95 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 28

14% more funds holding

Funds holding: 305 → 348 (+43)

14% more capital invested

Capital invested by funds: $5.45B → $6.2B (+$752M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0.03% less ownership

Funds ownership: 93.86% → 93.83% (-0.03%)

28% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 132

39% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $45.1M

Holders
348
Holders Change
+43
Holders Change %
+14.1%
% of All Funds
5.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
77
Increased
95
Reduced
132
Closed
28
Calls
$27.4M
Puts
$45.1M
Net Calls
-$17.7M
Net Calls Change
-$2.9M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$61.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$30.3M
4
AI
Aperture Investors
New York
+$27.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$43M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$32.1M
3
Goldman Sachs
Goldman Sachs
New York
-$28M
4
PCM
Peregrine Capital Management
Minnesota
-$26.8M
5
Invesco
Invesco
Georgia
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
326
Barnett & Company
Tennessee
$6K – – –
FPS
327
Fieldpoint Private Securities
Connecticut
$6K – – –
HPC
328
HM Payson & Co
Maine
$6K – – –
HNB
329
Huntington National Bank
Ohio
$5K +$1.02K +8 +25%
FAG
330
Fortitude Advisory Group
Washington
$4K +$4.22K +33 New
EARNEST Partners
331
EARNEST Partners
Georgia
$3K – – –
GAM
332
Gemmer Asset Management
California
$3K – – –
PCG
333
Private Capital Group
Connecticut
$3K – – –
FPWM
334
FSB Premier Wealth Management
Iowa
$3K +$2.94K +23 New
CAL
335
Capital Analysts LLC
Pennsylvania
$2K – – –
PAI
336
Pittenger & Anderson Inc
Nebraska
$2K – – –
PGAM
337
Princeton Global Asset Management
New Jersey
$2K – – –
CT
338
Cambridge Trust
Massachusetts
$2K +$1.66K +13 New
SC
339
Schubert & Co
Texas
$2K +$1.79K +14 New
LWA
340
Lenox Wealth Advisors
New York
$2K +$1.92K +15 New
JWA
341
JFS Wealth Advisors
Pennsylvania
$2K +$2.17K +17 New
FBT
342
First Bank & Trust
South Dakota
$1K – – –
FF
343
FourThought Financial
Florida
$1K – – –
MI
344
Markston International
New York
$1K – – –
WT
345
Whittier Trust
California
$1K – – –
VRS
346
Virginia Retirement Systems
Virginia
$513 +$499K +3,900 New
CA
347
CastleArk Alternatives
Illinois
– -$15.5M -134,159 Closed
Balyasny Asset Management
348
Balyasny Asset Management
Illinois
– -$14.3M -124,276 Closed
PFC
349
Phocas Financial Corp
California
– -$12.9M -118,170 Closed
Hotchkis & Wiley Capital Management
350
Hotchkis & Wiley Capital Management
California
– -$8.95M -77,623 Closed
11 12 13
14
15

WCC Hedge Fund Activity: Q4 2021 in Review

348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WESCO International (WCC) for Q4 2021, worth a combined $6.2B — up 14% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WCC positions and 28 closed out — a net gain of 49 holders — while 95 added to existing stakes and 132 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $106M. The largest seller was Adage Capital Partners, cutting an estimated $43M.

  • 348 institutional investors held WESCO International (WCC) as of Q4 2021, up from 305 in Q3 2021.
  • Funds reported $6.2B of WESCO International stock for Q4 2021, up 14% quarter-over-quarter.
  • 77 funds opened new WESCO International positions in Q4 2021 and 28 closed out, a net change of +49 holders.
  • The largest WESCO International buyer in Q4 2021 was Wellington Management Group, an estimated $106M added.
  • The largest WESCO International seller in Q4 2021 was Adage Capital Partners, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2021.