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WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$120M -$2.08M -22,725 -2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$116M -$4.4M -48,100 -4%
BG
28
Bahl & Gaynor
Ohio
$114M -$5.52M -60,355 -5%
APG Asset Management
29
APG Asset Management
Netherlands
$108M -$695K -7,600 -0.6%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$107M +$1,000K +10,936 +1%
UBS AM
31
UBS AM
Illinois
$106M -$93.5M -1,022,877 -48%
DPIM
32
Duff & Phelps Investment Management
Illinois
$104M
WHRC
33
W.H. Reaves & Co
New Jersey
$101M -$2.4M -26,267 -2%
Franklin Resources
34
Franklin Resources
California
$98.1M -$582K -6,364 -0.6%
CI
35
Cincinnati Insurance
Ohio
$95M
TD Asset Management
36
TD Asset Management
Ontario, Canada
$86.1M -$6.34M -69,361 -7%
EIP
37
Epoch Investment Partners
New York
$85.8M -$2.71M -29,620 -3%
ORIO
38
Old Republic International (ORI)
Illinois
$85.4M
First Trust Advisors
39
First Trust Advisors
Illinois
$77.3M +$905K +9,900 +1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$76M +$274K +2,997 +0.4%
GF
41
Gabelli Funds
New York
$71.6M -$146K -1,600 -0.2%
SI
42
Scout Investments
Missouri
$69.8M -$2.52M -27,575 -4%
EARNEST Partners
43
EARNEST Partners
Georgia
$69.8M +$1.31M +14,327 +2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$62.8M +$13.8M +151,214 +31%
Amundi
45
Amundi
France
$61.7M -$8.98M -98,280 -13%
CIMLRA
46
CBRE Investment Management Listed Real Assets
Pennsylvania
$60.7M +$21.8M +238,057 +61%
AQR Capital Management
47
AQR Capital Management
Connecticut
$60.2M -$2.84M -31,023 -5%
RJA
48
Raymond James & Associates
Florida
$59.8M +$1.09M +11,947 +2%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$59.2M +$132K +1,449 +0.2%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$55.7M -$2.43M -26,604 -4%

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.