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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
AP
526
Appleton Partners
Massachusetts
$471K
Cetera Investment Advisers
527
Cetera Investment Advisers
Illinois
$471K +$222K +2,381 +96%
FFIC
528
First Fiduciary Investment Counsel
Ohio
$470K
CCM
529
Carlson Capital Management
Minnesota
$465K
NRS
530
Neville Rodie & Shaw
New York
$464K
WA
531
Wealth Architects
California
$462K -$466 -5 -0.1%
SW
532
SVB Wealth
Massachusetts
$461K +$33.5K +360 +8%
CPSC
533
Carl P. Sherr & Co
Massachusetts
$458K
KA
534
Kovack Advisors
Florida
$453K -$4.1K -44 -0.9%
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$450K +$66.2K +710 +18%
AWM
536
Apollon Wealth Management
South Carolina
$446K +$250K +2,682 +139%
EH
537
Equitable Holdings
New York
$444K -$4.84K -52 -1%
SWM
538
SVA Wealth Management
Wisconsin
$438K
HI
539
Hudock Inc
Pennsylvania
$438K +$1.4K +15 +0.3%
DWA
540
Douglass Winthrop Advisors
New York
$437K
CFG
541
CMC Financial Group
Georgia
$433K
SCP
542
Shorepoint Capital Partners
Massachusetts
$433K
BBA
543
BLB&B Advisors
Pennsylvania
$430K
ZIC
544
ZWJ Investment Counsel
Georgia
$430K
BCP
545
Blue Chip Partners
Michigan
$429K -$11.3K -121 -3%
BOPW
546
Brandywine Oak Private Wealth
Pennsylvania
$426K +$6.89K +74 +2%
FHC
547
First Heartland Consultants
Missouri
$424K -$661K -7,091 -62%
MLL
548
Moody Lynn & Lieberson
Massachusetts
$422K
FAAS
549
First Allied Advisory Services
California
$420K -$4.94K -53 -1%
ACI
550
Alpha Cubed Investments
California
$419K -$201K -2,155 -33%

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.