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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
TPCW
276
TD Private Client Wealth
New York
$2.43M -$86.1K -885 -3%
TRSOTSOK
277
Teachers Retirement System of the State of Kentucky
Kentucky
$2.39M -$268K -2,750 -10%
EP
278
Edgestream Partners
New Jersey
$2.39M -$1.09M -11,240 -30%
NB
279
Norinchukin Bank
Japan
$2.38M -$62.3K -640 -2%
ABC
280
Associated Banc-Corp
Wisconsin
$2.37M -$58.3K -599 -2%
KA
281
KLCM Advisors
Wisconsin
$2.34M
AFS
282
Access Financial Services
Minnesota
$2.32M +$1.23M +12,679 +102%
Wealthfront Advisers
283
Wealthfront Advisers
California
$2.3M -$41.5K -426 -2%
IWP
284
Icon Wealth Partners
Texas
$2.28M +$364K +3,739 +18%
Brown Advisory
285
Brown Advisory
Maryland
$2.28M -$11.7K -120 -0.5%
Public Sector Pension Investment Board (PSP Investments)
286
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.28M -$1.31M -13,470 -35%
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$2.28M -$70.2K -721 -3%
QIM
288
Quantitative Investment Management
Virginia
$2.28M +$2.41M +24,741 New
HAG
289
HighPoint Advisor Group
Illinois
$2.27M +$100K +1,029 +4%
S
290
Seeyond
France
$2.26M -$13.5K -139 -0.6%
NEWAS
291
N.E.W. Advisory Services
Wisconsin
$2.25M +$980K +10,071 +70%
PG
292
Pendal Group
Australia
$2.24M +$556K +5,710 +31%
KeyBank National Association
293
KeyBank National Association
Ohio
$2.24M -$84.7K -870 -3%
UIM
294
USS Investment Management
United Kingdom
$2.21M +$730K +7,500 +45%
VWM
295
Venturi Wealth Management
Texas
$2.2M -$105K -1,076 -4%
M&T Bank
296
M&T Bank
New York
$2.18M +$32.2K +331 +1%
TSS
297
Thomas Story & Son
Indiana
$2.16M
OAM
298
Oppenheimer Asset Management
New York
$2.09M -$18.3K -188 -0.8%
CCM
299
Coldstream Capital Management
Washington
$2.06M -$473K -4,857 -18%
HF
300
HRT Financial
New York
$2.05M +$2.17M +22,265 New

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.