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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
401
United Services Automobile Association
Texas
$1.16M +$1.17M +11,550 New
CAAS
402
Capital Asset Advisory Services
Michigan
$1.15M +$843K +8,314 +268%
WG
403
Winton Group
United Kingdom
$1.14M -$503K -4,963 -31%
SDIC
404
South Dakota Investment Council
South Dakota
$1.14M
PFS
405
Prospera Financial Services
Texas
$1.13M +$22.2K +219 +2%
HI
406
Hendershot Investments
Virginia
$1.12M
WCA
407
Waratah Capital Advisors
Ontario, Canada
$1.12M +$1.13M +11,161 New
LWAC
408
Laurel Wealth Advisors (California)
California
$1.11M +$357K +3,517 +47%
IMRF
409
Illinois Municipal Retirement Fund
Illinois
$1.1M +$313K +3,083 +39%
NSIM
410
North Star Investment Management
Illinois
$1.09M +$507 +5 +0%
HPC
411
HM Payson & Co
Maine
$1.09M -$13.2K -130 -1%
ACM
412
AlphaCrest Capital Management
New York
$1.09M +$642K +6,330 +142%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M +$149K +1,466 +16%
PHIMC
414
Private Harbour Investment Management & Counsel
Ohio
$1.08M -$14.9K -147 -1%
IIA
415
ICW Investment Advisors
Arizona
$1.08M +$3.95K +39 +0.4%
DnB Asset Management
416
DnB Asset Management
Norway
$1.08M +$1.08M +10,700 New
CTC
417
Central Trust Company
Missouri
$1.07M
VA
418
Valmark Advisers
Ohio
$1.07M +$203 +2 +0%
FT
419
Fiduciary Trust
Massachusetts
$1.03M +$39K +385 +4%
AF
420
Allworth Financial
California
$1.03M +$765K +7,543 +277%
BCM
421
Brown Capital Management
Maryland
$1.02M
DADC
422
D.A. Davidson & Co
Montana
$1.02M +$71.6K +706 +7%
DA
423
Duality Advisers
Florida
$1.02M +$1.03M +10,165 New
Federated Hermes
424
Federated Hermes
Pennsylvania
$1.01M +$679K +6,699 +199%
MFT
425
Moisand Fitzgerald Tamayo
Florida
$1.01M +$1.02M +10,038 New

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.