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WEC Energy

962 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 315 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 66

38% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $14.7M

6% more funds holding

Funds holding: 908962 (+54)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 315

1% less ownership

Funds ownership: 73.63%72.63% (-1%)

6% less capital invested

Capital invested by funds: $22.5B → $21.1B (-$1.38B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
962
Holders Change
+54
Holders Change %
+5.95%
% of All Funds
17.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
134
Increased
307
Reduced
315
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
501
Orion Portfolio Solutions
Nebraska
$593K -$4.87K -50 -0.8%
SFI
502
SPC Financial Inc
Maryland
$591K -$72.4K -744 -10%
1IA
503
1834 Investment Advisors
Wisconsin
$591K -$12.6K -130 -2%
Wolverine Trading
504
Wolverine Trading
Illinois
$591K +$636K +6,532 New
OC
505
Oppenheimer & Co
New York
$585K -$38.7K -398 -6%
DT
506
Diversified Trust
Tennessee
$577K -$58.3K -599 -9%
Wellington Management Group
507
Wellington Management Group
Massachusetts
$567K +$96.2K +989 +19%
CC
508
Courier Capital
New York
$563K
NIM
509
NuWave Investment Management
New Jersey
$559K +$588K +6,047 +25,196%
PI
510
Putnam Investments
Massachusetts
$553K +$584K +6,001 New
SFSG
511
Sound Financial Strategies Group
Mississippi
$546K +$578K +5,937 New
FC
512
FORA Capital
Florida
$541K +$458K +4,710 +404%
JF
513
Jump Financial
Illinois
$540K +$571K +5,870 New
JG
514
Jefferies Group
New York
$538K +$569K +5,846 New
APP
515
Avantax Planning Partners
Iowa
$535K
VDI
516
Vaughan David Investments
Illinois
$534K +$58.2K +598 +12%
TVWM
517
Tower View Wealth Management
Wisconsin
$533K +$28.2K +290 +5%
WOC
518
West Oak Capital
California
$532K +$7.78K +80 +1%
IMRF
519
Illinois Municipal Retirement Fund
Illinois
$525K +$219K +2,251 +65%
PRC
520
Pearl River Capital
Michigan
$517K +$547K +5,621 New
NFG
521
Nations Financial Group
Iowa
$516K
FMLI
522
Fukoku Mutual Life Insurance
Japan
$515K -$136K -1,400 -20%
FBA
523
Front Barnett Associates
Illinois
$515K +$545K +5,601 New
SI
524
Stephens Inc
Arkansas
$512K +$15.1K +155 +3%
GVAG
525
Great Valley Advisor Group
Delaware
$510K +$8.17K +84 +2%

WEC Hedge Fund Activity: Q4 2020 in Review

962 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2020, worth a combined $21.1B — down 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WEC positions and 66 closed out — a net gain of 68 holders — while 307 added to existing stakes and 315 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $97M. The largest seller was UBS AM, cutting an estimated $145M.

  • 962 institutional investors held WEC Energy (WEC) as of Q4 2020, up from 908 in Q3 2020.
  • Funds reported $21.1B of WEC Energy stock for Q4 2020, down 6.2% quarter-over-quarter.
  • 134 funds opened new WEC Energy positions in Q4 2020 and 66 closed out, a net change of +68 holders.
  • The largest WEC Energy buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $97M added.
  • The largest WEC Energy seller in Q4 2020 was UBS AM, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.