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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$115M -$13.5M -139,009 -10%
EIP
27
Epoch Investment Partners
New York
$114M -$26.3M -270,067 -18%
N
28
Nuveen
North Carolina
$113M -$131M -1,346,768 -52%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$102M -$1.19M -12,234 -1%
APG Asset Management
30
APG Asset Management
Netherlands
$101M +$38.3M +393,841 +41%
Goldman Sachs
31
Goldman Sachs
New York
$98.7M -$55M -565,217 -35%
DPIM
32
Duff & Phelps Investment Management
Illinois
$93.5M
CI
33
Cincinnati Insurance
Ohio
$90M
WHRC
34
W.H. Reaves & Co
New Jersey
$89.7M +$1.06M +10,905 +1%
Invesco
35
Invesco
Georgia
$87.1M +$15.5M +159,268 +20%
Franklin Resources
36
Franklin Resources
California
$85.4M -$17.5M -179,513 -16%
AAMU
37
Amundi Asset Management US
Massachusetts
$83M -$982K -10,092 -1%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$79.6M +$8.29M +85,249 +11%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$76.4M +$21M +215,937 +35%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$74M +$606K +6,228 +0.8%
GF
41
Gabelli Funds
New York
$70.7M -$97.3K -1,000 -0.1%
AQR Capital Management
42
AQR Capital Management
Connecticut
$68.8M +$10.6M +108,958 +17%
RJA
43
Raymond James & Associates
Florida
$66.7M -$2.84M -29,191 -4%
First Trust Advisors
44
First Trust Advisors
Illinois
$64.2M +$6.53M +67,078 +11%
WHG
45
Westwood Holdings Group
Texas
$62.5M +$2.27M +23,322 +4%
Victory Capital Management
46
Victory Capital Management
Texas
$60.4M -$3.1M -31,866 -5%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$59.4M -$429K -4,411 -0.7%
EARNEST Partners
48
EARNEST Partners
Georgia
$58.7M +$2.7M +27,713 +5%
Allianz Asset Management
49
Allianz Asset Management
Germany
$58.5M -$6.5M -66,827 -10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$57.7M +$4.98M +51,145 +9%

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.