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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
OC
326
Oarsman Capital
Wisconsin
$1.73M -$283K -2,911 -13%
WPC
327
Waters Parkerson & Co
Louisiana
$1.72M
UCMOK
328
United Capital Management of KS
Kansas
$1.72M +$98.7K +1,014 +6%
DIA
329
Dana Investment Advisors
Wisconsin
$1.7M +$67.4K +693 +4%
Assenagon Asset Management
330
Assenagon Asset Management
Luxembourg
$1.68M -$11.5M -118,081 -87%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$1.68M +$92.9K +955 +6%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$1.66M +$31.2K +321 +2%
N
333
Natixis
France
$1.65M +$649K +6,665 +59%
MME
334
Meag Munich Ergo
Germany
$1.65M -$678K -6,968 -28%
AB
335
Amalgamated Bank
New York
$1.65M -$4.38K -45 -0.3%
DIA
336
Dean Investment Associates
Ohio
$1.65M +$52.1K +535 +3%
CT
337
Caldwell Trust
Florida
$1.64M -$35.7K -367 -2%
SDIC
338
South Dakota Investment Council
South Dakota
$1.64M
TF
339
TIAA FSB
Florida
$1.63M +$1.72M +17,672 New
PI
340
PFS Investments
Georgia
$1.63M +$145K +1,490 +9%
WGA
341
Weather Gauge Advisory
Virginia
$1.62M -$78.2K -804 -4%
MGI
342
MayTech Global Investments
New York
$1.6M
NMIMC
343
Northwestern Mutual Investment Management Company
Wisconsin
$1.59M -$1.75K -18 -0.1%
EIG
344
Ellenbecker Investment Group
Wisconsin
$1.58M +$82.1K +844 +5%
BCI
345
Brinker Capital Investments
Pennsylvania
$1.55M +$865K +8,892 +112%
MPPW
346
Mitchell & Pahl Private Wealth
Oklahoma
$1.55M +$1.64M +16,816 New
GWM
347
Geneos Wealth Management
Colorado
$1.55M -$67.1K -690 -4%
II
348
Inspire Investing
Idaho
$1.53M +$264K +2,716 +20%
SSA
349
Schonfeld Strategic Advisors
New York
$1.53M -$5.42M -55,753 -77%
JFGIW
350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51M +$1.35M +13,845 +549%

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.