We are live on ! Find out more
WEC icon

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
KIG
301
Kowal Investment Group
Wisconsin
$2.03M +$2.31M +23,761 New
OTPPB
302
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2M +$526K +5,402 +33%
CCP
303
Corient Capital Partners
California
$2M +$90.3K +928 +4%
AI
304
Atria Investments
North Carolina
$1.95M -$120K -1,233 -5%
CF
305
Clarity Financial
Texas
$1.94M +$2.05M +21,042 New
VHAM
306
Van Hulzen Asset Management
California
$1.94M -$82.2K -845 -4%
IG
307
ING Group
Netherlands
$1.93M +$1.36M +13,941 +200%
MYAM
308
Meiji Yasuda Asset Management
Japan
$1.87M +$170K +1,750 +9%
LWM
309
Loveless Wealth Management
Montana
$1.87M +$3.89K +40 +0.2%
TAIM
310
Te Ahumairangi Investment Management
New Zealand
$1.86M +$759K +7,800 +63%
AssetMark Inc
311
AssetMark Inc
California
$1.85M +$128K +1,315 +7%
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$1.84M -$29.2K -300 -1%
KRS
313
Kentucky Retirement Systems
Kentucky
$1.81M +$125K +1,286 +7%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$1.8M +$350K +3,600 +23%
OAM
315
Optimal Asset Management
California
$1.8M -$1.91M -19,680 -50%
Pacer Advisors
316
Pacer Advisors
Pennsylvania
$1.8M -$213K -2,191 -10%
AII
317
AGF Investments Inc
Ontario, Canada
$1.78M -$1.52M -15,571 -45%
Tudor Investment Corp
318
Tudor Investment Corp
Connecticut
$1.78M +$1.89M +19,394 New
SIM
319
Sentry Investment Management
Wisconsin
$1.78M
MFWM
320
Motley Fool Wealth Management
Virginia
$1.77M -$70.7K -727 -4%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$1.77M +$72.3K +743 +4%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$1.77M -$199K -2,041 -10%
UCFA
323
United Capital Financial Advisors
Texas
$1.77M +$22.3K +229 +1%
MF
324
Magnetar Financial
Illinois
$1.76M +$1.86M +19,096 New
MHI
325
Miller Howard Investments
New York
$1.73M -$56.1K -577 -3%

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.