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WEC Energy
WEC

Overview Fund Activity

906 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, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.33%
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
330
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$342M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$37.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$33.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$32.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$52.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$51.2M
3
State Street
State Street
Massachusetts
-$45.7M
4
ESCM
Echo Street Capital Management
New York
-$35.2M
5
Barclays
Barclays
United Kingdom
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFIC
526
First Fiduciary Investment Counsel
Ohio
$470K – – –
CCM
527
Carlson Capital Management
Minnesota
$465K – – –
NRS
528
Neville Rodie & Shaw
New York
$464K – – –
WA
529
Wealth Architects
California
$462K -$484 -5 -0.1%
SW
530
SVB Wealth
Massachusetts
$461K +$34.9K +360 +8%
CPSC
531
Carl P. Sherr & Co
Massachusetts
$458K – – –
KA
532
Kovack Advisors
Florida
$453K -$4.26K -44 -0.9%
FLPIM
533
F.L. Putnam Investment Management
Massachusetts
$450K +$68.8K +710 +18%
AWM
534
Apollon Wealth Management
South Carolina
$446K +$260K +2,682 +139%
EH
535
Equitable Holdings
New York
$444K -$5.04K -52 -1%
SWM
536
SVA Wealth Management
Wisconsin
$438K – – –
HI
537
Hudock Inc
Pennsylvania
$438K +$1.45K +15 +0.3%
DWA
538
Douglass Winthrop Advisors
New York
$437K – – –
SCP
539
Shorepoint Capital Partners
Massachusetts
$433K – – –
CFG
540
CMC Financial Group
Georgia
$433K – – –
ZIC
541
ZWJ Investment Counsel
Georgia
$430K – – –
BBA
542
BLB&B Advisors
Pennsylvania
$430K – – –
BCP
543
Blue Chip Partners
Michigan
$429K -$11.7K -121 -3%
BOPW
544
Brandywine Oak Private Wealth
Pennsylvania
$426K +$7.16K +74 +2%
FHC
545
First Heartland Consultants
Missouri
$424K -$686K -7,091 -62%
MLL
546
Moody Lynn & Lieberson
Massachusetts
$422K – – –
FAAS
547
First Allied Advisory Services
California
$420K -$5.14K -53 -1%
ACI
548
Alpha Cubed Investments
California
$419K -$209K -2,155 -33%
TW
549
TrinityPoint Wealth
Connecticut
$419K +$19K +196 +5%
BFS
550
Bradley Foster & Sargent
Connecticut
$418K +$418K +4,316 New
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