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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
TW
551
TrinityPoint Wealth
Connecticut
$419K +$18.3K +196 +5%
BFS
552
Bradley Foster & Sargent
Connecticut
$418K +$402K +4,316 New
FNBT
553
FineMark National Bank & Trust
Florida
$417K +$6.15K +66 +2%
TFO
554
Tarbox Family Office
California
$414K
SM
555
Sciencast Management
New Jersey
$413K +$382K +4,100 New
PP
556
Palladium Partners
Virginia
$410K -$7.92K -85 -2%
OPCM
557
Osborne Partners Capital Management
California
$409K
CA
558
Clearstead Advisors
Ohio
$407K +$55.9K +600 +17%
BAMF
559
BI Asset Management Fondsmaeglerselskab
Denmark
$406K -$50.7K -544 -11%
IP
560
Isthmus Partners
Wisconsin
$405K
AIM
561
Alhambra Investment Management
Florida
$404K +$16.8K +180 +5%
CCM
562
Cadence Capital Management
Massachusetts
$403K -$75.5K -810 -16%
1SB
563
1ST Source Bank
Indiana
$403K +$1.49K +16 +0.4%
BSW
564
Buckingham Strategic Wealth
Missouri
$402K +$19.8K +212 +5%
TNBTD
565
Trustmark National Bank Trust Department
Mississippi
$399K -$7.92K -85 -2%
KFA
566
Krane Funds Advisors
New York
$396K -$2.61K -28 -0.7%
Simplex Trading
567
Simplex Trading
Illinois
$396K +$381K +4,091 New
DSC
568
Duncker Streett & Co
Missouri
$393K
LFG
569
LifePlan Financial Group
Ohio
$393K
BOS
570
Bank of Stockton
California
$390K -$2.33K -25 -0.6%
SMC
571
Smith, Moore & Co
Missouri
$390K +$42.1K +452 +13%
BCM
572
Brookstone Capital Management
Illinois
$390K +$84.2K +904 +29%
VA
573
Valmark Advisers
Ohio
$389K -$3.08K -33 -0.8%
SL
574
Stevard LLC
Illinois
$389K +$19.1K +205 +5%
CAG
575
Csenge Advisory Group
Florida
$388K -$2.7K -29 -0.7%

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.