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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$135M -$5.63M -60,479 -4%
Charles Schwab
27
Charles Schwab
California
$132M -$5.33M -57,177 -4%
PPA
28
Parametric Portfolio Associates
Washington
$124M -$316K -3,392 -0.3%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$108M +$994K +10,673 +1%
Franklin Resources
30
Franklin Resources
California
$107M -$9.15M -98,234 -8%
DPIM
31
Duff & Phelps Investment Management
Illinois
$98.5M
Morgan Stanley
32
Morgan Stanley
New York
$97.9M -$2.98M -32,035 -3%
CI
33
Cincinnati Insurance
Ohio
$94.8M
WHRC
34
W.H. Reaves & Co
New Jersey
$93.3M +$11.9M +127,911 +15%
AAMU
35
Amundi Asset Management US
Massachusetts
$88.4M +$7.04M +75,605 +9%
APG Asset Management
36
APG Asset Management
Netherlands
$78.5M +$23.3M +249,900 +36%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$77.4M +$799K +8,579 +1%
Invesco
38
Invesco
Georgia
$76.3M -$1.12M -12,023 -2%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$75.6M +$25.5M +273,455 +54%
GF
40
Gabelli Funds
New York
$74.5M +$186K +2,000 +0.3%
RJA
41
Raymond James & Associates
Florida
$73M -$2.21M -23,714 -3%
Allianz Asset Management
42
Allianz Asset Management
Germany
$68M +$35.8M +383,967 +121%
Victory Capital Management
43
Victory Capital Management
Texas
$66.7M -$1.3M -13,932 -2%
WHG
44
Westwood Holdings Group
Texas
$63.5M +$3.48M +37,376 +6%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$63M +$2.25M +24,180 +4%
AQR Capital Management
46
AQR Capital Management
Connecticut
$62.5M -$2.51M -26,895 -4%
First Trust Advisors
47
First Trust Advisors
Illinois
$61.1M +$4.38M +47,030 +8%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$60.3M -$1.55M -16,591 -3%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$59.5M +$4.76M +51,051 +9%
EARNEST Partners
50
EARNEST Partners
Georgia
$59.1M +$2.87M +30,792 +5%

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.