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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
NMIMC
351
Northwestern Mutual Investment Management Company
Wisconsin
$1.52M
LC
352
Landaas & Company
Wisconsin
$1.49M +$93 +1 +0%
CI
353
Conning Inc
Connecticut
$1.49M +$8.38K +90 +0.6%
Nordea Investment Management
354
Nordea Investment Management
Sweden
$1.48M -$1.59M -17,065 -53%
FMBTD
355
First Midwest Bank Trust Division
Illinois
$1.46M +$46.6K +500 +3%
PA
356
Profund Advisors
Maryland
$1.46M -$96.1K -1,031 -6%
RA
357
RFG Advisory
Alabama
$1.44M +$40.8K +438 +3%
CG
358
Colony Group
Massachusetts
$1.44M +$922K +9,892 +201%
NEWAS
359
N.E.W. Advisory Services
Wisconsin
$1.39M +$15.5K +166 +1%
MIP
360
Marietta Investment Partners
Wisconsin
$1.37M
FT
361
Fiduciary Trust
Massachusetts
$1.36M -$10.2K -109 -0.8%
II
362
Inspire Investing
Idaho
$1.35M -$234K -2,516 -15%
KAS
363
Kestra Advisory Services
Texas
$1.32M +$1.27M +13,642 New
SLI
364
Sumitomo Life Insurance
Japan
$1.32M -$94.5K -1,014 -7%
WF
365
Welch & Forbes
Massachusetts
$1.31M
WAM
366
Wealthspire Advisors (Maryland)
Maryland
$1.31M -$182K -1,950 -13%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$1.31M +$113K +1,215 +10%
Baillie Gifford & Co
368
Baillie Gifford & Co
United Kingdom
$1.28M
SC
369
Savant Capital
Illinois
$1.28M +$26K +279 +2%
LFAS
370
Level Four Advisory Services
Texas
$1.28M -$71.8K -771 -6%
Los Angeles Capital Management
371
Los Angeles Capital Management
California
$1.27M -$1.72M -18,460 -58%
KOMWMG
372
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.26M +$49.9K +536 +4%
X
373
Xponance
Pennsylvania
$1.24M -$3.82K -41 -0.3%
MWM
374
Mattern Wealth Management
Kansas
$1.24M +$79.8K +856 +7%
Axa
375
Axa
France
$1.24M

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.