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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
Swiss National Bank
26
Swiss National Bank
Switzerland
$138M +$203K +2,000 +0.1%
UBS AM
27
UBS AM
Illinois
$136M +$14.9M +147,030 +12%
Renaissance Technologies
28
Renaissance Technologies
New York
$132M -$1.31M -12,900 -1%
Goldman Sachs
29
Goldman Sachs
New York
$130M +$2.64M +26,041 +2%
ESCM
30
Echo Street Capital Management
New York
$126M +$18.8M +185,656 +17%
SI
31
Scout Investments
Missouri
$121M +$51.3M +506,242 +72%
BG
32
Bahl & Gaynor
Ohio
$119M +$42.5M +418,827 +55%
CIMLRA
33
CBRE Investment Management Listed Real Assets
Pennsylvania
$116M +$19.8M +195,410 +20%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$112M +$3.19M +31,424 +3%
Franklin Resources
35
Franklin Resources
California
$109M +$11.6M +114,826 +12%
APG Asset Management
36
APG Asset Management
Netherlands
$109M -$3.39M -33,416 -3%
DPIM
37
Duff & Phelps Investment Management
Illinois
$103M -$4.97M -49,000 -5%
CI
38
Cincinnati Insurance
Ohio
$98.5M
Neuberger Berman Group
39
Neuberger Berman Group
New York
$98.1M -$5.04M -49,673 -5%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$89.5M +$4.17M +41,110 +5%
WHG
41
Westwood Holdings Group
Texas
$87M +$75.6M +745,246 +627%
EARNEST Partners
42
EARNEST Partners
Georgia
$84.8M +$12.4M +121,844 +17%
WHRC
43
W.H. Reaves & Co
New Jersey
$82.9M -$682K -6,722 -0.8%
First Trust Advisors
44
First Trust Advisors
Illinois
$81.5M +$3.55M +35,026 +5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$81.2M +$38.7M +381,802 +90%
EIP
46
Epoch Investment Partners
New York
$80.8M -$10.1M -100,094 -11%
AQR Capital Management
47
AQR Capital Management
Connecticut
$76.6M +$3.52M +34,678 +5%
RJA
48
Raymond James & Associates
Florida
$74M +$2.92M +28,759 +4%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$73.9M -$1.03M -10,174 -1%
Amundi
50
Amundi
France
$73.8M +$7.83M +77,252 +12%

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.