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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
276
Kowal Investment Group
Wisconsin
$2.92M +$306K +3,018 +12%
KIA
277
KCM Investment Advisors
California
$2.9M -$74.7K -737 -2%
HI
278
Harbour Investments
Wisconsin
$2.89M +$2.92M +28,759 New
FAB
279
First American Bank
Illinois
$2.89M -$207K -2,041 -7%
SIM
280
Sadoff Investment Management
Wisconsin
$2.89M
KeyBank National Association
281
KeyBank National Association
Ohio
$2.87M +$445K +4,388 +18%
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$2.84M +$134K +1,321 +5%
ABC
283
Associated Banc-Corp
Wisconsin
$2.84M -$114K -1,126 -4%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$2.83M +$508K +5,010 +22%
PP
285
PDT Partners
New York
$2.82M +$755K +7,451 +36%
AP
286
Advisors Preferred
Maryland
$2.74M -$1.67M -16,424 -38%
CAN
287
Cetera Advisor Networks
California
$2.72M -$326K -3,217 -11%
X
288
Xponance
Pennsylvania
$2.64M +$575K +5,671 +28%
NB
289
Nicolet Bankshares
Wisconsin
$2.63M +$19.4K +191 +0.7%
CGH
290
Crossmark Global Holdings
Texas
$2.63M +$45.6K +450 +2%
PCM
291
Parsons Capital Management
Rhode Island
$2.61M -$9.13K -90 -0.3%
BF
292
BOK Financial
Oklahoma
$2.6M +$14.8K +146 +0.6%
O
293
Ossiam
France
$2.57M +$101K +994 +4%
SAM
294
Securian Asset Management
Minnesota
$2.56M -$10.1K -100 -0.4%
PHK
295
Point72 Hong Kong
Hong Kong
$2.53M +$1.26M +12,386 +97%
HAG
296
HighPoint Advisor Group
Illinois
$2.51M +$2.51M +24,800 New
KAS
297
Kestra Advisory Services
Texas
$2.51M +$491K +4,845 +24%
OPERF
298
Oregon Public Employees Retirement Fund
Oregon
$2.49M -$60.4K -596 -2%
SWM
299
Shakespeare Wealth Management
Wisconsin
$2.47M
CCP
300
Corient Capital Partners
California
$2.44M -$41.6K -410 -2%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.