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WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
351
Benjamin F. Edwards & Company
Missouri
$1.55M +$4.3K +47 +0.3%
Jane Street
352
Jane Street
New York
$1.55M +$570K +6,233 +64%
MJRIC
353
Mogy Joel R Investment Counsel
California
$1.52M
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$1.52M +$4.75K +52 +0.3%
VWM
355
Venturi Wealth Management
Texas
$1.52M +$119K +1,301 +9%
UCFA
356
United Capital Financial Advisors
Texas
$1.52M -$184K -2,010 -11%
M&T Bank
357
M&T Bank
New York
$1.5M +$105K +1,144 +8%
PJSIMP
358
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.49M
SDIC
359
South Dakota Investment Council
South Dakota
$1.47M
RB
360
Rodgers Brothers
Pennsylvania
$1.46M -$85K -930 -6%
AWM
361
AE Wealth Management
Kansas
$1.44M +$266K +2,905 +24%
JWM
362
Jackson Wealth Management
Florida
$1.43M +$39.2K +429 +3%
MGWM
363
Marks Group Wealth Management
Minnesota
$1.42M +$1.34M +14,656 New
Balyasny Asset Management
364
Balyasny Asset Management
Illinois
$1.4M +$1.31M +14,374 New
BAM
365
Bruderman Asset Management
New York
$1.39M -$2.58M -28,198 -66%
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$1.38M -$1.46M -15,940 -53%
CI
367
Conning Inc
Connecticut
$1.37M +$18.6K +204 +1%
WF
368
Welch & Forbes
Massachusetts
$1.35M +$16.9K +185 +1%
Hudson Bay Capital Management
369
Hudson Bay Capital Management
Connecticut
$1.33M -$1.3M -14,254 -51%
LC
370
Landaas & Company
Wisconsin
$1.32M +$91 +1 +0%
CG
371
Colony Group
Massachusetts
$1.32M +$12.4K +136 +1%
PA
372
Profund Advisors
Maryland
$1.32M +$20.7K +226 +2%
MIP
373
Marietta Investment Partners
Wisconsin
$1.3M
GAM
374
Gotham Asset Management
New York
$1.3M +$928K +10,148 +310%
BCM
375
Brasada Capital Management
Texas
$1.28M +$1.22M +13,332 New

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.