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WEC Energy

928 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 311 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 72.91%73.02% (+0.11%)

1% less capital invested

Capital invested by funds: $20.4B → $20.3B (-$131M)

5% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $19.4M

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 329

2% less funds holding

Funds holding: 948928 (-20)

12% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
928
Holders Change
-20
Holders Change %
-2.11%
% of All Funds
16.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
311
Reduced
329
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$111M -$14.5M -154,095 -11%
Swiss National Bank
27
Swiss National Bank
Switzerland
$110M -$3.68M -39,200 -3%
BG
28
Bahl & Gaynor
Ohio
$109M -$13.7M -145,673 -11%
APG Asset Management
29
APG Asset Management
Netherlands
$97.1M -$2.38M -25,400 -2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$96M -$5.09M -54,296 -5%
DPIM
31
Duff & Phelps Investment Management
Illinois
$94.7M
Millennium Management
32
Millennium Management
New York
$94.5M -$63.1M -673,229 -39%
WHRC
33
W.H. Reaves & Co
New Jersey
$94M +$4.7M +50,068 +5%
Goldman Sachs
34
Goldman Sachs
New York
$93.6M +$12.3M +131,246 +14%
Franklin Resources
35
Franklin Resources
California
$89.7M +$8.14M +86,814 +9%
CI
36
Cincinnati Insurance
Ohio
$86.3M
TD Asset Management
37
TD Asset Management
Ontario, Canada
$84.3M +$950K +10,133 +1%
EIP
38
Epoch Investment Partners
New York
$80.6M +$1.23M +13,067 +1%
ORIO
39
Old Republic International (ORI)
Illinois
$77.6M +$13.4M +143,000 +19%
First Trust Advisors
40
First Trust Advisors
Illinois
$69.3M -$595K -6,348 -0.8%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$68.8M -$139K -1,479 -0.2%
SI
42
Scout Investments
Missouri
$65.9M -$14.4M -153,165 -17%
GF
43
Gabelli Funds
New York
$65.2M -$188K -2,000 -0.3%
Amundi
44
Amundi
France
$64.6M +$17M +180,999 +33%
EARNEST Partners
45
EARNEST Partners
Georgia
$62.1M -$414K -4,410 -0.6%
AQR Capital Management
46
AQR Capital Management
Connecticut
$57.6M -$292K -3,112 -0.5%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$53.9M +$56.4M +601,602 New
RJA
48
Raymond James & Associates
Florida
$53.3M -$3.16M -33,687 -5%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$53.3M -$2.9M -30,943 -5%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$52.9M -$42.6M -453,812 -43%

WEC Hedge Fund Activity: Q3 2021 in Review

928 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2021, worth a combined $20.3B — down 0.64% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of WEC and 59 opened new positions — a net loss of 8 holders — while 329 trimmed existing stakes and 311 added.

The largest buyer was UBS AM, adding an estimated $75.8M. The largest seller was ClearBridge Investments, cutting an estimated $69.5M.

  • 928 institutional investors held WEC Energy (WEC) as of Q3 2021, down from 948 in Q2 2021.
  • Funds reported $20.3B of WEC Energy stock for Q3 2021, down 0.64% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q3 2021 and 67 closed out, a net change of -8 holders.
  • The largest WEC Energy buyer in Q3 2021 was UBS AM, an estimated $75.8M added.
  • The largest WEC Energy seller in Q3 2021 was ClearBridge Investments, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2021.