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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
AWM
301
AE Wealth Management
Kansas
$2.2M -$657K -7,048 -24%
RC
302
RegentAtlantic Capital
New Jersey
$2.19M +$965K +10,357 +84%
AI
303
Atria Investments
North Carolina
$2.17M +$28.2K +303 +1%
DCM
304
Dupont Capital Management
Delaware
$2.12M -$30.7K -329 -1%
VHAM
305
Van Hulzen Asset Management
California
$2.12M +$2.04M +21,885 New
Pacer Advisors
306
Pacer Advisors
Pennsylvania
$2.1M -$453K -4,862 -18%
OC
307
Oarsman Capital
Wisconsin
$2.1M -$177K -1,896 -8%
DAC
308
Dividend Assets Capital
South Carolina
$2.1M +$511K +5,486 +34%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$2.06M +$296K +3,173 +18%
Fidelity International
310
Fidelity International
Bermuda
$2.06M +$316K +3,388 +19%
IWP
311
Icon Wealth Partners
Texas
$2.04M +$1.96M +21,072 New
E
312
Ergoteles
New York
$2.02M +$1.94M +20,800 New
CCP
313
Corient Capital Partners
California
$2.01M -$167K -1,788 -8%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$1.96M -$93.2K -1,000 -5%
LWM
315
Loveless Wealth Management
Montana
$1.96M +$42.4K +455 +2%
MFWM
316
Motley Fool Wealth Management
Virginia
$1.94M +$79.1K +849 +4%
MHI
317
Miller Howard Investments
New York
$1.88M -$94.8K -1,018 -5%
SIM
318
Sentry Investment Management
Wisconsin
$1.88M +$172K +1,850 +11%
UCFA
319
United Capital Financial Advisors
Texas
$1.84M -$14.4K -155 -0.8%
AssetMark Inc
320
AssetMark Inc
California
$1.82M -$82.2K -882 -4%
PG
321
Pendal Group
Australia
$1.81M -$15.4K -165 -0.9%
WPC
322
Waters Parkerson & Co
Louisiana
$1.81M
MYAM
323
Meiji Yasuda Asset Management
Japan
$1.8M -$233K -2,504 -12%
Daiwa Securities Group
324
Daiwa Securities Group
Japan
$1.79M +$349K +3,745 +25%
DWA
325
Dorsey Wright & Associates
California
$1.79M -$516K -5,535 -23%

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.