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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
LNB
451
Ledyard National Bank
$867K
KA
452
Kintegral Advisory
New York
$856K +$18.3K +180 +2%
ACM
453
Aquatic Capital Management
Illinois
$855K +$821K +8,100 +2,025%
RIM
454
Redpoint Investment Management
Australia
$848K
MA
455
Montag & Associates
Georgia
$847K
GT
456
Greenleaf Trust
Michigan
$846K +$40.4K +398 +5%
UCFA
457
United Capital Financial Advisors
Texas
$843K -$660K -6,505 -44%
FMWA
458
Forvis Mazars Wealth Advisors
Missouri
$843K +$849K +8,374 New
MC
459
Moors & Cabot
Massachusetts
$840K +$12.3K +121 +1%
Acadian Asset Management
460
Acadian Asset Management
Massachusetts
$838K +$704K +6,944 +503%
RJT
461
Raymond James Trust
Florida
$829K +$200K +1,970 +31%
VVP
462
Venture Visionary Partners
Ohio
$825K
SC
463
Searle & Co
Connecticut
$825K
SOAMC
464
Spirit of America Management Corp
New York
$825K
OC
465
Oppenheimer & Co
New York
$825K +$15.6K +154 +2%
OWP
466
Obermeyer Wealth Partners
Colorado
$820K
AssetMark Inc
467
AssetMark Inc
California
$816K +$321K +3,166 +64%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$814K +$25.7K +253 +3%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$809K +$345K +3,406 +74%
BMC
470
Beaton Management Company
Massachusetts
$802K
AAP
471
Aristotle Atlantic Partners
Florida
$799K
DT
472
Diversified Trust
Tennessee
$799K +$313K +3,084 +64%
RCIM
473
Red Cedar Investment Management
Michigan
$795K +$801K +7,896 New
ASN
474
Advisory Services Network
Georgia
$789K +$116K +1,145 +17%
BAM
475
Bruderman Asset Management
New York
$782K -$22.5K -222 -3%

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.