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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
Los Angeles Capital Management
376
Los Angeles Capital Management
California
$1.21M
KOMWMG
377
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.2M +$3.5K +36 +0.3%
PJSIMP
378
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M +$195K +2,000 +18%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$1.19M -$57.8K -594 -4%
Axa
380
Axa
France
$1.18M +$2.53K +26 +0.2%
SYBT
381
Stock Yards Bank & Trust
Kentucky
$1.18M +$12.2K +125 +1%
SC
382
Savant Capital
Illinois
$1.17M -$48.6K -500 -4%
AIM
383
Aigen Investment Management
New York
$1.17M +$1.24M +12,736 New
Federated Hermes
384
Federated Hermes
Pennsylvania
$1.17M +$268K +2,751 +28%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$1.17M +$69.9K +718 +6%
HFAS
386
Hummer Financial Advisory Services
Illinois
$1.16M
SLI
387
Sumitomo Life Insurance
Japan
$1.15M -$111K -1,138 -8%
HI
388
Horizon Investments
North Carolina
$1.14M +$114K +1,167 +10%
B
389
BP
United Kingdom
$1.14M -$1.47M -15,129 -55%
PAG
390
Private Advisor Group
New Jersey
$1.11M +$285K +2,930 +32%
NSIM
391
North Star Investment Management
Illinois
$1.11M +$681 +7 +0.1%
HB
392
Homrich & Berg
Georgia
$1.1M -$7.98K -82 -0.7%
HPC
393
HM Payson & Co
Maine
$1.09M
BEI
394
Benjamin Edwards Inc
Missouri
$1.09M +$6.23K +64 +0.5%
MPPLM
395
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M +$1.14M +11,760 New
IRF
396
IBM Retirement Fund
New York
$1.08M +$143K +1,467 +14%
RC
397
RegentAtlantic Capital
New Jersey
$1.06M -$1.08M -11,053 -49%
IIM
398
Ipswich Investment Management
Massachusetts
$1.06M -$1.95K -20 -0.2%
WSCM
399
Wellington Shields Capital Management
New York
$1.06M +$272K +2,800 +32%
Nomura Holdings
400
Nomura Holdings
Japan
$1.05M +$555K +5,704 +100%

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.