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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
PAS
501
Park Avenue Securities
New York
$696K +$215K +2,122 +44%
TAIM
502
Te Ahumairangi Investment Management
New Zealand
$693K -$639K -6,300 -48%
CT
503
Chicago Trust
Illinois
$691K +$16.5K +163 +2%
WAS
504
Winch Advisory Services
Wisconsin
$689K +$3.95K +39 +0.6%
RT
505
Rockland Trust
Massachusetts
$687K -$51.4K -507 -7%
FIA
506
Foundations Investment Advisors
Arizona
$684K
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$681K -$15.8K -156 -2%
CA
508
Cetera Advisors
Colorado
$677K +$75.2K +742 +12%
IAN
509
Integrated Advisors Network
Texas
$672K -$3.7M -36,510 -85%
JCIA
510
Jackson Creek Investment Advisors
Colorado
$672K +$229K +2,255 +53%
GC
511
Gilbert & Cook
Iowa
$670K +$675K +6,659 New
MLFP
512
MPS Loria Financial Planners
Illinois
$666K +$2.23K +22 +0.3%
CSB
513
City State Bank
Iowa
$663K +$10.1K +100 +2%
BPWM
514
Badgley Phelps Wealth Managers
Washington
$662K +$2.33K +23 +0.4%
PL
515
Plancorp LLC
Missouri
$662K +$3.95K +39 +0.6%
FIM
516
Freedom Investment Management
Connecticut
$660K -$177K -1,742 -21%
WS
517
Wedbush Securities
California
$652K +$8.31K +82 +1%
CT
518
Coastline Trust
Rhode Island
$651K
BP
519
Ballentine Partners
Massachusetts
$648K -$66.7K -658 -9%
TT
520
TI-Trust
Illinois
$647K
EF
521
Empirical Finance
Pennsylvania
$646K +$34.7K +342 +6%
ETC
522
Exchange Traded Concepts
Oklahoma
$644K +$18.9K +186 +3%
AIM
523
Aigen Investment Management
New York
$640K +$403K +3,970 +166%
BTI
524
Blue Trust Inc
Georgia
$635K +$645K +6,362 New
II
525
Inspire Investing
Idaho
$624K -$35.7K -352 -5%

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.