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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
DADC
401
D.A. Davidson & Co
Montana
$1.03M
SWM
402
Shakespeare Wealth Management
Wisconsin
$1.03M -$121K -1,295 -11%
ACA
403
Anchor Capital Advisors
Massachusetts
$1.02M +$8.38K +90 +0.9%
FQ
404
First Quadrant
California
$1.02M -$413K -4,438 -30%
AMI
405
Amica Mutual Insurance
Rhode Island
$1.01M
SAM
406
Strategy Asset Managers
California
$1.01M +$567K +6,088 +140%
RT
407
Rockland Trust
Massachusetts
$1M -$8.48K -91 -0.9%
IRF
408
IBM Retirement Fund
New York
$995K +$269K +2,883 +39%
CI
409
Cigna Investments
Connecticut
$992K -$92.1K -988 -9%
BCM
410
Brown Capital Management
Maryland
$979K +$2.79K +30 +0.3%
Federated Hermes
411
Federated Hermes
Pennsylvania
$968K -$43.5K -467 -4%
MML Investors Services
412
MML Investors Services
Massachusetts
$961K +$46.1K +495 +5%
VAS
413
Vestmark Advisory Solutions
Massachusetts
$955K +$24.7K +265 +3%
VIA
414
Vident Investment Advisory
Georgia
$947K -$20.6K -221 -2%
ST
415
Spinnaker Trust
Maine
$939K
CPIA
416
Cornell Pochily Investment Advisors
New York
$932K -$21K -225 -2%
RMC
417
Resources Management Corp
Connecticut
$926K
ACM
418
AlphaCrest Capital Management
New York
$922K -$275K -2,947 -24%
AIS
419
American Investment Services
Massachusetts
$922K
MFT
420
Moisand Fitzgerald Tamayo
Florida
$920K +$5.96K +64 +0.7%
WAM
421
World Asset Management
Michigan
$916K -$6.34K -68 -0.7%
LIA
422
LS Investment Advisors
Michigan
$910K -$414K -4,443 -32%
CSIC
423
Clifford Swan Investment Counsel
California
$900K -$93.2K -1,000 -10%
V
424
Veritable
Delaware
$886K -$42.3K -454 -5%
PAG
425
Private Advisor Group
New Jersey
$885K -$5.22K -56 -0.6%

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.