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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
SS
426
Simplicity Solutions
Minnesota
$899K -$804K -8,266 -46%
ST
427
Spinnaker Trust
Maine
$891K
MML Investors Services
428
MML Investors Services
Massachusetts
$890K -$23.8K -245 -2%
CAM
429
Carret Asset Management
New York
$883K +$107K +1,100 +13%
CG
430
Castellan Group
Kentucky
$883K +$934K +9,600 New
RMC
431
Resources Management Corp
Connecticut
$882K +$2.92K +30 +0.3%
MFT
432
Moisand Fitzgerald Tamayo
Florida
$879K +$6.03K +62 +0.7%
PFS
433
Prospera Financial Services
Texas
$878K +$873K +8,977 +1,617%
CPIA
434
Cornell Pochily Investment Advisors
New York
$874K -$11.7K -120 -1%
WAM
435
WNY Asset Management
New York
$860K +$910K +9,353 New
AIC
436
Ameritas Investment Company
Nebraska
$846K +$240K +2,470 +37%
VIA
437
Vident Investment Advisory
Georgia
$845K -$57.8K -594 -6%
PAMP
438
Polar Asset Management Partners
Ontario, Canada
$841K +$889K +9,139 New
GT
439
Greenleaf Trust
Michigan
$835K +$134K +1,375 +18%
SAM
440
Strategy Asset Managers
California
$829K -$141K -1,447 -14%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$827K +$69.9K +718 +9%
WAM
442
World Asset Management
Michigan
$821K -$52K -534 -6%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$821K +$22.4K +230 +3%
LIA
444
LS Investment Advisors
Michigan
$819K -$48.5K -498 -5%
CCC
445
Chelsea Counsel Company
California
$819K
BIM
446
Bridges Investment Management
Nebraska
$812K -$13.5K -139 -2%
IIA
447
ICW Investment Advisors
Arizona
$805K -$24K -247 -3%
Cetera Investment Advisers
448
Cetera Investment Advisers
Illinois
$796K +$369K +3,794 +78%
V
449
Veritable
Delaware
$780K -$64.9K -667 -7%
MA
450
Montag & Associates
Georgia
$774K -$195 -2 -0%

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.