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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
Hudson Bay Capital Management
426
Hudson Bay Capital Management
Connecticut
$1.01M +$1.01M +10,000 New
ASBI
427
American State Bank (Iowa)
Iowa
$1M
KNW
428
Kesler Norman & Wride
Utah
$1M +$9.73K +96 +1%
DC
429
Davenport & Co
Virginia
$990K -$163K -1,611 -14%
SWA
430
Stratos Wealth Advisors
Ohio
$978K +$131K +1,294 +15%
CQS
431
Credential Qtrade Securities
$978K +$63.4K +625 +7%
WA
432
Wealth Alliance
New York
$969K -$29.8K -294 -3%
MCM
433
Moore Capital Management
New York
$966K +$973K +9,600 New
VHAM
434
Van Hulzen Asset Management
California
$960K
CAM
435
Carret Asset Management
New York
$956K
WAM
436
WNY Asset Management
New York
$948K +$203 +2 +0%
AIL
437
AGF Investments LLC
Ontario, Canada
$947K -$39.3K -388 -4%
AWM
438
Apollon Wealth Management
South Carolina
$939K -$44.3K -437 -4%
AIMC
439
Alley Investment Management Company
Illinois
$937K
ST
440
Spinnaker Trust
Maine
$936K
LPT
441
Legacy Private Trust
Wisconsin
$934K -$14.8K -146 -2%
QC
442
Quadrature Capital
United Kingdom
$923K -$299K -2,946 -24%
BL
443
Balentine LLC
Georgia
$923K +$329K +3,242 +55%
Cetera Investment Advisers
444
Cetera Investment Advisers
Illinois
$921K +$38.9K +384 +4%
MWM
445
Mission Wealth Management
California
$902K +$4.36K +43 +0.5%
AG
446
AIA Group
Hong Kong
$900K +$835K +8,236 +1,173%
CCC
447
Chelsea Counsel Company
California
$873K
RMC
448
Resources Management Corp
Connecticut
$872K
CPIA
449
Cornell Pochily Investment Advisors
New York
$871K -$11.4K -112 -1%
V
450
Veritable
Delaware
$869K +$37.8K +373 +5%

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.