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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
KAS
351
Kestra Advisory Services
Texas
$1.48M +$257K +2,643 +19%
MJRIC
352
Mogy Joel R Investment Counsel
California
$1.45M
Acadian Asset Management
353
Acadian Asset Management
Massachusetts
$1.45M +$1.18M +12,101 +337%
KPWS
354
Kestra Private Wealth Services
Texas
$1.44M +$10.8K +111 +0.7%
Nordea Investment Management
355
Nordea Investment Management
Sweden
$1.43M +$16K +164 +1%
CI
356
Conning Inc
Connecticut
$1.41M -$9.73K -100 -0.6%
FMBTD
357
First Midwest Bank Trust Division
Illinois
$1.39M +$584 +6 +0%
ASN
358
Advisory Services Network
Georgia
$1.39M +$758K +7,795 +107%
ACM
359
Alta Capital Management
Utah
$1.39M -$1.38M -14,208 -49%
LC
360
Landaas & Company
Wisconsin
$1.39M -$36.3K -373 -2%
RA
361
RFG Advisory
Alabama
$1.37M +$64.6K +664 +4%
PA
362
Profund Advisors
Maryland
$1.33M -$54.5K -560 -4%
AWM
363
AE Wealth Management
Kansas
$1.33M -$806K -8,281 -36%
JWM
364
Jackson Wealth Management
Florida
$1.32M +$215K +2,208 +18%
PP
365
Paloma Partners
Connecticut
$1.31M +$1.1M +11,276 +386%
WANY
366
Wealthspire Advisors (New York)
New York
$1.31M +$1.14M +11,732 +477%
FT
367
Fiduciary Trust
Massachusetts
$1.29M -$9.73K -100 -0.7%
CG
368
Colony Group
Massachusetts
$1.28M -$84.3K -866 -6%
X
369
Xponance
Pennsylvania
$1.27M +$90.3K +928 +7%
QI
370
QS Investors
New York
$1.26M -$367K -3,767 -22%
MIP
371
Marietta Investment Partners
Wisconsin
$1.25M -$56.9K -585 -4%
Walleye Trading
372
Walleye Trading
New York
$1.23M +$1.3M +13,368 New
Baillie Gifford & Co
373
Baillie Gifford & Co
United Kingdom
$1.22M
LFAS
374
Level Four Advisory Services
Texas
$1.22M +$97 +1 +0%
WF
375
Welch & Forbes
Massachusetts
$1.21M -$34.1K -350 -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.