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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
PSUF
251
People's United Financial
Connecticut
$3.04M +$132K +1,352 +4%
HFS
252
Hantz Financial Services
Michigan
$2.98M +$22.3K +229 +0.7%
SPIA
253
Steward Partners Investment Advisory
New York
$2.95M +$11.6K +119 +0.4%
SM
254
Sciencast Management
New Jersey
$2.88M +$2.67M +27,411 +669%
ST
255
Somerset Trust
Pennsylvania
$2.86M -$28.8K -296 -0.9%
CCC
256
Cincinnati Casualty Company
Ohio
$2.85M
FAB
257
First American Bank
Illinois
$2.75M -$88.5K -910 -3%
SIM
258
Sadoff Investment Management
Wisconsin
$2.74M +$657K +6,748 +29%
II
259
IFM Investors
Australia
$2.68M +$425K +4,363 +18%
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$2.65M -$115K -1,178 -4%
LCP
261
Legacy Capital Partners
Wisconsin
$2.65M -$57.9K -595 -2%
SWMG
262
Signature Wealth Management Group
Georgia
$2.65M +$3.11K +32 +0.1%
CAN
263
Cetera Advisor Networks
California
$2.65M +$252K +2,590 +10%
DAC
264
Dividend Assets Capital
South Carolina
$2.6M +$649K +6,670 +31%
OSIA
265
O'Shares Investment Advisers
Massachusetts
$2.6M +$248K +2,552 +10%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$2.55M -$3.89K -40 -0.1%
BMSSC
267
B. Metzler seel. Sohn & Co
Germany
$2.55M +$2.49M +25,598 New
SAM
268
Securian Asset Management
Minnesota
$2.54M -$106K -1,085 -4%
BF
269
BOK Financial
Oklahoma
$2.54M +$91.7K +942 +4%
PCM
270
Parsons Capital Management
Rhode Island
$2.53M -$16.1K -165 -0.6%
BUB
271
BBVA USA Bancshares
Texas
$2.46M +$9.63K +99 +0.4%
RIL
272
Rothschild Investment LLC
Illinois
$2.46M -$3.89K -40 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
273
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.45M -$601K -6,176 -19%
NB
274
Nicolet Bankshares
Wisconsin
$2.44M
FAM
275
Fulcrum Asset Management
United Kingdom
$2.43M

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.