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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
MWM
401
Mattern Wealth Management
Kansas
$1.04M -$144K -1,478 -12%
JIC
402
Johnson Investment Counsel
Ohio
$1.03M +$47.3K +486 +5%
BNP Paribas Asset Management
403
BNP Paribas Asset Management
France
$1.03M -$38.9K -400 -3%
CTC
404
Central Trust Company
Missouri
$1.02M -$2.43K -25 -0.2%
CI
405
Cigna Investments
Connecticut
$1.02M +$79K +812 +8%
AP
406
Advisor Partners
California
$1M -$54.1K -556 -5%
DCM
407
Dupont Capital Management
Delaware
$1M -$1.07M -11,033 -50%
LPT
408
Legacy Private Trust
Wisconsin
$1M -$7.78K -80 -0.7%
AC
409
Allstate Corporation
Illinois
$998K
AC
410
Alley Company
Illinois
$997K
DTL
411
Dynamic Technology Lab
Singapore
$988K +$1.04M +10,732 New
Simplex Trading
412
Simplex Trading
Illinois
$985K +$644K +6,620 +162%
DADC
413
D.A. Davidson & Co
Montana
$976K +$389 +4 +0%
TRCT
414
Tower Research Capital (TRC)
New York
$968K +$225K +2,312 +28%
RT
415
Rockland Trust
Massachusetts
$949K -$2.82K -29 -0.3%
VA
416
Valmark Advisers
Ohio
$949K +$613K +6,295 +157%
VAS
417
Vestmark Advisory Solutions
Massachusetts
$935K +$29.6K +304 +3%
CPWA
418
Cerro Pacific Wealth Advisors
California
$930K +$983K +10,104 New
BCM
419
Brown Capital Management
Maryland
$929K -$195 -2 -0%
Citadel Advisors
420
Citadel Advisors
Florida
$921K -$2.2M -22,575 -69%
IAA
421
Independent Advisor Alliance
North Carolina
$918K +$121K +1,245 +14%
ASBI
422
American State Bank (Iowa)
Iowa
$911K +$963K +9,896 New
RP
423
Rowlandmiller & Partners
Georgia
$910K +$78.1K +803 +9%
SWM
424
Shakespeare Wealth Management
Wisconsin
$909K -$71.1K -731 -7%
PTC
425
Private Trust Company
Ohio
$902K -$92.4K -950 -9%

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.