We are live on ! Find out more
WEC icon

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
TPCW
276
TD Private Client Wealth
New York
$2.64M -$4.57K -49 -0.2%
HAG
277
HighPoint Advisor Group
Illinois
$2.59M -$26.8K -288 -1%
RIL
278
Rothschild Investment LLC
Illinois
$2.59M +$178K +1,912 +8%
BF
279
BOK Financial
Oklahoma
$2.58M -$325K -3,486 -12%
NB
280
Nicolet Bankshares
Wisconsin
$2.57M +$268K +2,876 +12%
NB
281
Norinchukin Bank
Japan
$2.56M +$34.4K +369 +1%
ABC
282
Associated Banc-Corp
Wisconsin
$2.55M -$165K -1,776 -6%
CAN
283
Cetera Advisor Networks
California
$2.54M -$132K -1,422 -5%
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
$2.53M -$3.97M -42,660 -62%
BUB
285
BBVA USA Bancshares
Texas
$2.52M +$19.8K +212 +0.8%
OSIA
286
O'Shares Investment Advisers
Massachusetts
$2.49M +$2.39M +25,651 New
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$2.47M -$246K -2,635 -9%
KA
288
KLCM Advisors
Wisconsin
$2.46M
Wealthfront Advisers
289
Wealthfront Advisers
California
$2.46M -$202K -2,167 -8%
KeyBank National Association
290
KeyBank National Association
Ohio
$2.44M +$189K +2,028 +9%
MME
291
Meag Munich Ergo
Germany
$2.44M -$257K -2,763 -10%
VWM
292
Venturi Wealth Management
Texas
$2.42M -$292K -3,139 -11%
Brown Advisory
293
Brown Advisory
Maryland
$2.41M -$76.2K -818 -3%
IAN
294
Integrated Advisors Network
Texas
$2.41M +$2.32M +24,917 New
II
295
IFM Investors
Australia
$2.4M +$271K +2,910 +13%
S
296
Seeyond
France
$2.4M +$45.4K +487 +2%
TSS
297
Thomas Story & Son
Indiana
$2.28M +$3.73K +40 +0.2%
M&T Bank
298
M&T Bank
New York
$2.26M -$105K -1,131 -5%
SIM
299
Sadoff Investment Management
Wisconsin
$2.23M
OAM
300
Oppenheimer Asset Management
New York
$2.21M -$170K -1,828 -7%

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.