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WEC Energy

962 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 315 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 66

38% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $14.7M

6% more funds holding

Funds holding: 908962 (+54)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 315

1% less ownership

Funds ownership: 73.63%72.63% (-1%)

6% less capital invested

Capital invested by funds: $22.5B → $21.1B (-$1.38B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
962
Holders Change
+54
Holders Change %
+5.95%
% of All Funds
17.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
134
Increased
307
Reduced
315
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
226
Metropolitan Life Insurance Company (MetLife)
New York
$3.76M -$212K -2,176 -5%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$3.73M -$2.27M -23,362 -37%
MOACM
228
Mutual of America Capital Management
New York
$3.65M -$127K -1,310 -3%
VI
229
Vestcor Inc
New Brunswick, Canada
$3.64M +$66K +678 +2%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.63M +$991K +10,189 +35%
LA
231
LVW Advisors
New York
$3.57M +$65.4K +672 +2%
CGH
232
Crossmark Global Holdings
Texas
$3.56M -$1.24M -12,744 -25%
E
233
Ergoteles
New York
$3.55M +$1.73M +17,743 +85%
BCV
234
Banque Cantonale Vaudoise
Switzerland
$3.53M -$356K -3,657 -9%
VanEck Associates
235
VanEck Associates
New York
$3.48M +$907K +9,322 +33%
MHC
236
Meyer Handelman Company
New York
$3.44M
LIM
237
Leavell Investment Management
Alabama
$3.37M
MWNA
238
Marshall Wace North America
New York
$3.36M +$3.55M +36,497 New
HIMCH
239
Hartford Investment Management Co (HIMCO)
Connecticut
$3.31M +$309K +3,171 +10%
BCM
240
Brasada Capital Management
Texas
$3.3M +$405K +4,164 +13%
NC
241
Nicholas Company
Wisconsin
$3.27M -$48.6K -500 -1%
JMPWA
242
JP Morgan Private Wealth Advisors
California
$3.25M +$154K +1,582 +5%
PFM
243
Premier Fund Managers
United Kingdom
$3.21M +$243K +2,500 +8%
TCM
244
Twin Capital Management
Pennsylvania
$3.18M -$94.4K -970 -3%
KIA
245
KCM Investment Advisors
California
$3.15M -$69.8K -717 -2%
NAM
246
Nissay Asset Management
Japan
$3.12M -$81.1K -834 -2%
ZP
247
Zimmer Partners
New York
$3.12M
RBA
248
Richard Bernstein Advisors
New York
$3.11M
AIM
249
Achmea Investment Management
Netherlands
$3.08M
CCFCSB
250
Cape Cod Five Cents Savings Bank
Massachusetts
$3.06M +$94.2K +968 +3%

WEC Hedge Fund Activity: Q4 2020 in Review

962 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2020, worth a combined $21.1B — down 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WEC positions and 66 closed out — a net gain of 68 holders — while 307 added to existing stakes and 315 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $97M. The largest seller was UBS AM, cutting an estimated $145M.

  • 962 institutional investors held WEC Energy (WEC) as of Q4 2020, up from 908 in Q3 2020.
  • Funds reported $21.1B of WEC Energy stock for Q4 2020, down 6.2% quarter-over-quarter.
  • 134 funds opened new WEC Energy positions in Q4 2020 and 66 closed out, a net change of +68 holders.
  • The largest WEC Energy buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $97M added.
  • The largest WEC Energy seller in Q4 2020 was UBS AM, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.