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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
IIA
426
ICW Investment Advisors
Arizona
$885K +$20.3K +218 +2%
AAS
427
Avantax Advisory Services
Texas
$882K +$604K +6,482 +249%
Holocene Advisors
428
Holocene Advisors
New York
$871K +$273K +2,929 +48%
BIM
429
Bridges Investment Management
Nebraska
$870K -$45K -483 -5%
CCC
430
Chelsea Counsel Company
California
$863K
IAA
431
Independent Advisor Alliance
North Carolina
$846K -$20.1K -216 -2%
BMC
432
Beaton Management Company
Massachusetts
$845K -$9.32K -100 -1%
WSCM
433
Wellington Shields Capital Management
New York
$844K
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$843K +$22.7K +244 +3%
CAM
435
Carret Asset Management
New York
$824K +$74.5K +800 +10%
MA
436
Montag & Associates
Georgia
$816K
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$801K +$47.1K +505 +7%
RP
438
Rowlandmiller & Partners
Georgia
$800K -$5.4K -58 -0.6%
SA
439
Shilanski & Associates
Alaska
$799K +$8.66K +93 +1%
SC
440
Searle & Co
Connecticut
$795K
SOAMC
441
Spirit of America Management Corp
New York
$795K
TRCT
442
Tower Research Capital (TRC)
New York
$795K +$442K +4,746 +137%
AMG
443
Advisors Management Group
Wisconsin
$793K -$22.7K -244 -3%
RB
444
Rodgers Brothers
Pennsylvania
$792K
KA
445
Kintegral Advisory
New York
$789K -$24.4K -262 -3%
SC
446
Steph & Co
Wisconsin
$788K -$93.2K -1,000 -11%
FA
447
FCG Advisors
New Jersey
$782K +$752K +8,073 New
BCI
448
Brinker Capital Investments
Pennsylvania
$771K +$742K +7,960 New
AAP
449
Aristotle Atlantic Partners
Florida
$769K
WPA
450
West Paces Advisors
Georgia
$757K -$2.05K -22 -0.3%

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.