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WEC Energy

908 hedge funds and large institutions have $22.5B invested in WEC Energy in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 332 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $14.8M

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $20.3B → $22.5B (+$2.18B)

0% more funds holding

Funds holding: 904908 (+4)

0.31% more ownership

Funds ownership: 73.33%73.63% (+0.31%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 332

Holders
908
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
84
Increased
280
Reduced
332
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
226
Vestcor Inc
New Brunswick, Canada
$3.77M -$15.7K -168 -0.4%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M +$727K +7,800 +26%
LA
228
LVW Advisors
New York
$3.69M -$24.3K -261 -0.7%
CWM
229
CIBC World Markets
New York
$3.68M +$655K +7,029 +23%
MHC
230
Meyer Handelman Company
New York
$3.62M
EP
231
Edgestream Partners
New Jersey
$3.6M -$2.31M -24,766 -40%
WFMPM
232
Woodley Farra Manion Portfolio Management
Indiana
$3.6M -$562K -6,033 -14%
SLAM
233
Swiss Life Asset Management
$3.59M -$1.39M -14,912 -29%
SG Americas Securities
234
SG Americas Securities
New York
$3.56M -$1.02M -10,959 -23%
LIM
235
Leavell Investment Management
Alabama
$3.54M -$37.3K -400 -1%
DA
236
Duality Advisers
Florida
$3.53M +$3.4M +36,440 New
NC
237
Nicholas Company
Wisconsin
$3.49M +$49.8K +535 +2%
TCM
238
Twin Capital Management
Pennsylvania
$3.45M -$132K -1,413 -4%
Lazard Asset Management
239
Lazard Asset Management
New York
$3.4M -$14.6M -156,561 -82%
IMPI
240
Ilmarinen Mutual Pension Insurance
Finland
$3.39M -$186K -2,000 -5%
AII
241
AGF Investments Inc
Ontario, Canada
$3.39M -$123K -1,317 -4%
KIA
242
KCM Investment Advisors
California
$3.39M -$119K -1,277 -4%
NAM
243
Nissay Asset Management
Japan
$3.37M -$1.01M -10,868 -24%
ZP
244
Zimmer Partners
New York
$3.28M +$3.15M +33,855 New
RBA
245
Richard Bernstein Advisors
New York
$3.27M
JMPWA
246
JP Morgan Private Wealth Advisors
California
$3.27M +$86.8K +932 +3%
AIM
247
Achmea Investment Management
Netherlands
$3.25M -$7.88M -84,597 -72%
American Century Companies
248
American Century Companies
Missouri
$3.23M -$2.71M -29,108 -47%
Man Group
249
Man Group
United Kingdom
$3.21M +$445K +4,776 +17%
PFM
250
Premier Fund Managers
United Kingdom
$3.19M -$18.6K -200 -0.6%

WEC Hedge Fund Activity: Q3 2020 in Review

908 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2020, worth a combined $22.5B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WEC positions and 72 closed out — a net gain of 12 holders — while 280 added to existing stakes and 332 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $329M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 908 institutional investors held WEC Energy (WEC) as of Q3 2020, up from 904 in Q2 2020.
  • Funds reported $22.5B of WEC Energy stock for Q3 2020, up 11% quarter-over-quarter.
  • 84 funds opened new WEC Energy positions in Q3 2020 and 72 closed out, a net change of +12 holders.
  • The largest WEC Energy buyer in Q3 2020 was Magellan Asset Management, an estimated $329M added.
  • The largest WEC Energy seller in Q3 2020 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2020.