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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
IG
476
ING Group
Netherlands
$676K +$402K +4,313 +162%
CC
477
Chicago Capital
Illinois
$673K
OSNBOA
478
Old Second National Bank of Aurora
Illinois
$668K
DT
479
Diversified Trust
Tennessee
$666K +$343K +3,685 +116%
CT
480
Chicago Trust
Illinois
$661K -$66.3K -712 -9%
OC
481
Oppenheimer & Co
New York
$655K -$1.49K -16 -0.2%
1IA
482
1834 Investment Advisors
Wisconsin
$635K +$18.6K +200 +3%
OCG
483
Opus Capital Group
Ohio
$630K -$184K -1,974 -23%
OPS
484
Orion Portfolio Solutions
Nebraska
$629K +$8.85K +95 +1%
CT
485
Coastline Trust
Rhode Island
$627K -$77.3K -830 -11%
CC
486
Courier Capital
New York
$626K
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$592K -$9.32K -100 -2%
AIC
488
Ameritas Investment Company
Nebraska
$590K
PL
489
Plancorp LLC
Missouri
$589K -$241K -2,585 -30%
BBVA
490
Banco Bilbao Vizcaya Argentaria
Spain
$581K +$55.7K +598 +11%
FGA
491
Fortis Group Advisors
New Jersey
$573K +$552K +5,924 New
DC
492
Davenport & Co
Virginia
$565K +$2.98K +32 +0.6%
APP
493
Avantax Planning Partners
Iowa
$563K
Nomura Holdings
494
Nomura Holdings
Japan
$553K -$641K -6,880 -55%
WOC
495
West Oak Capital
California
$553K -$17.2K -185 -3%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$544K -$839 -9 -0.2%
NFG
497
Nations Financial Group
Iowa
$543K -$9.32K -100 -2%
TVWM
498
Tower View Wealth Management
Wisconsin
$533K +$9.69K +104 +2%
GVAG
499
Great Valley Advisor Group
Delaware
$529K +$36.1K +388 +8%
LI
500
LVZ Inc
Michigan
$526K

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.