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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
SYBT
376
Stock Yards Bank & Trust
Kentucky
$1.23M +$10.4K +112 +0.9%
HFAS
377
Hummer Financial Advisory Services
Illinois
$1.22M
AFS
378
Access Financial Services
Minnesota
$1.21M -$3.63K -39 -0.3%
Two Sigma Advisers
379
Two Sigma Advisers
New York
$1.21M -$4.34M -46,600 -79%
TAIM
380
Te Ahumairangi Investment Management
New Zealand
$1.2M +$1.15M +12,365 New
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$1.17M -$61.5K -660 -5%
JWM
382
Jackson Wealth Management
Florida
$1.17M +$132K +1,414 +13%
PJSIMP
383
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.17M +$233K +2,504 +28%
NSIM
384
North Star Investment Management
Illinois
$1.17M +$559 +6 +0%
HB
385
Homrich & Berg
Georgia
$1.16M -$9.6K -103 -0.9%
HPC
386
HM Payson & Co
Maine
$1.15M
Skandinaviska Enskilda Banken (SEB)
387
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.15M -$3.73M -40,063 -77%
BEI
388
Benjamin Edwards Inc
Missouri
$1.14M +$229K +2,456 +26%
BNP Paribas Asset Management
389
BNP Paribas Asset Management
France
$1.13M +$632K +6,785 +140%
IIM
390
Ipswich Investment Management
Massachusetts
$1.12M -$5.59K -60 -0.5%
AP
391
Advisor Partners
California
$1.11M -$42.6K -457 -4%
QC
392
Quadrature Capital
United Kingdom
$1.1M +$1.06M +11,331 New
N
393
Natixis
France
$1.09M +$1.05M +11,254 New
HI
394
Horizon Investments
North Carolina
$1.08M -$512K -5,495 -33%
CTC
395
Central Trust Company
Missouri
$1.08M -$24.1K -259 -2%
LPT
396
Legacy Private Trust
Wisconsin
$1.06M -$56.8K -610 -5%
AC
397
Allstate Corporation
Illinois
$1.05M +$253K +2,711 +33%
AC
398
Alley Company
Illinois
$1.05M -$2.24K -24 -0.2%
PTC
399
Private Trust Company
Ohio
$1.04M -$17.2K -185 -2%
JIC
400
Johnson Investment Counsel
Ohio
$1.04M

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.