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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
GT
451
Greenleaf Trust
Michigan
$746K +$23.2K +249 +3%
MC
452
Moors & Cabot
Massachusetts
$738K -$11.1K -119 -2%
WS
453
Wedbush Securities
California
$738K +$150K +1,612 +27%
IHL
454
Investment House LLC
California
$737K
RJT
455
Raymond James Trust
Florida
$730K -$41.9K -450 -6%
CTA
456
Chesley Taft & Associates
Illinois
$726K +$18.6K +200 +3%
CIC
457
Carnegie Investment Counsel
Ohio
$723K -$107K -1,148 -13%
LWAC
458
Laurel Wealth Advisors (California)
California
$722K +$1.96K +21 +0.3%
TCM
459
Teza Capital Management
Illinois
$720K +$692K +7,428 New
RWA
460
Ropes Wealth Advisors
Massachusetts
$717K -$6.34K -68 -0.9%
EA
461
Elm Advisors
California
$715K
WSFS
462
Wilmington Savings Fund Society
Delaware
$713K +$34.5K +370 +5%
MPI
463
Mairs & Power Inc
Minnesota
$709K
LF
464
Lantz Financial
Illinois
$708K +$10.4K +112 +2%
WB
465
WesBanco Bank
West Virginia
$707K +$54.1K +581 +9%
ASN
466
Advisory Services Network
Georgia
$705K +$11K +118 +2%
MHIC
467
Marble Harbor Investment Counsel
Massachusetts
$703K -$23.3K -250 -3%
AT
468
Arden Trust
Delaware
$699K -$23.3K -250 -3%
SFI
469
SPC Financial Inc
Maryland
$695K +$28K +300 +4%
IA
470
IFP Advisors
Florida
$689K -$28.7K -308 -4%
WA
471
Wealth Alliance
New York
$687K +$27.6K +296 +4%
WAS
472
Winch Advisory Services
Wisconsin
$684K +$17.2K +185 +3%
GI
473
Gradient Investments
Minnesota
$683K +$162K +1,744 +33%
FMLI
474
Fukoku Mutual Life Insurance
Japan
$678K
ACM
475
Alethea Capital Management
Washington
$678K +$162K +1,740 +33%

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.