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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
SLWA
526
San Luis Wealth Advisors
California
$508K +$538K +5,525 New
LI
527
LVZ Inc
Michigan
$500K
SSB
528
Sandy Spring Bank
Maryland
$500K +$29.1K +299 +6%
TSS
529
Two Sigma Securities
New York
$497K +$139K +1,433 +36%
MAFM
530
Mid Atlantic Financial Management
Pennsylvania
$497K +$525K +5,397 New
NSAM
531
North Star Asset Management
Wisconsin
$496K +$41.4K +425 +9%
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
$494K +$70.9K +729 +16%
IWM
533
IHT Wealth Management
Illinois
$491K +$5.84K +60 +1%
YWP
534
YorkBridge Wealth Partners
New York
$484K +$12.8K +132 +3%
TCOT
535
Trust Company of Toledo
Ohio
$483K
AWA
536
ARS Wealth Advisors
Florida
$483K +$511K +5,253 New
BFO
537
Boston Family Office
Massachusetts
$480K
DAS
538
Dynamic Advisor Solutions
Arizona
$478K +$10K +103 +2%
SPC
539
Sigma Planning Corp
Michigan
$472K -$9.24K -95 -2%
BRWA
540
B. Riley Wealth Advisors
Florida
$470K -$30.3K -311 -6%
MIM
541
Meridiem Investment Management
United Kingdom
$467K +$494K +5,080 New
DSC
542
Duncker Streett & Co
Missouri
$465K +$96.5K +992 +24%
AIP
543
Ameritas Investment Partners
Nebraska
$464K -$22.6K -232 -4%
SWM
544
SVA Wealth Management
Wisconsin
$464K +$50.2K +516 +11%
ST
545
Smithfield Trust
Pennsylvania
$458K +$5.84K +60 +1%
CA
546
Capitolis Advisors
New York
$456K +$483K +4,960 New
MSRPS
547
Maryland State Retirement & Pension System
Maryland
$454K +$496K +5,100 New
IA
548
IFP Advisors
Florida
$449K -$224K -2,300 -32%
WJWM
549
Williams Jones Wealth Management
New York
$448K -$35K -360 -7%
AP
550
Appleton Partners
Massachusetts
$447K

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.