We are live on ! Find out more
WEC icon

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
BRWA
501
B. Riley Wealth Advisors
Florida
$525K +$559 +6 +0.1%
SI
502
Stephens Inc
Arkansas
$524K +$96.4K +1,035 +24%
Rafferty Asset Management
503
Rafferty Asset Management
New York
$518K -$232K -2,495 -32%
S
504
SignatureFD
Georgia
$515K +$81.9K +879 +20%
AIP
505
Ameritas Investment Partners
Nebraska
$512K -$15.4K -165 -3%
IWM
506
IHT Wealth Management
Illinois
$511K +$72K +773 +17%
TCOT
507
Trust Company of Toledo
Ohio
$508K
WJWM
508
Williams Jones Wealth Management
New York
$506K
SPC
509
Sigma Planning Corp
Michigan
$506K +$29.9K +321 +7%
BFO
510
Boston Family Office
Massachusetts
$505K -$44K -472 -8%
VDI
511
Vaughan David Investments
Illinois
$504K
BCM
512
Becker Capital Management
Oregon
$502K
Wellington Management Group
513
Wellington Management Group
Massachusetts
$501K -$361K -3,871 -43%
FIA
514
Foundations Investment Advisors
Arizona
$500K +$476K +5,114 New
YWP
515
YorkBridge Wealth Partners
New York
$497K +$3.54K +38 +0.7%
SSB
516
Sandy Spring Bank
Maryland
$497K +$91.2K +979 +24%
DAS
517
Dynamic Advisor Solutions
Arizona
$493K +$5.5K +59 +1%
VIM
518
Veritas Investment Management
United Kingdom
$492K -$28K -300 -6%
AIP
519
Almanack Investment Partners
Pennsylvania
$489K +$38.1K +409 +10%
UB
520
UMB Bank
Missouri
$487K
BCM
521
Bayesian Capital Management
New York
$484K +$466K +5,000 New
CFG
522
Citizens Financial Group
Rhode Island
$482K -$15.6K -167 -3%
NSAM
523
North Star Asset Management
Wisconsin
$481K -$4.94K -53 -1%
ACM
524
Advisors Capital Management
New Jersey
$477K +$23.8K +255 +5%
ST
525
Smithfield Trust
Pennsylvania
$476K +$21.2K +228 +5%

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.