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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
FFIC
551
First Fiduciary Investment Counsel
Ohio
$446K
ACM
552
Advisors Capital Management
New Jersey
$445K -$6.71K -69 -1%
BCM
553
Becker Capital Management
Oregon
$441K -$38K -391 -8%
NRS
554
Neville Rodie & Shaw
New York
$440K
WA
555
Wealth Architects
California
$440K +$584 +6 +0.1%
SW
556
SVB Wealth
Massachusetts
$440K +$2.04K +21 +0.4%
AIP
557
Almanack Investment Partners
Pennsylvania
$440K +$11.7K +120 +3%
MA
558
MJP Associates
Connecticut
$440K +$465K +4,781 New
MAM
559
Meeder Asset Management
Ohio
$438K -$1.14M -11,735 -71%
ESCM
560
Echo Street Capital Management
New York
$438K +$463K +4,760 New
S
561
SignatureFD
Georgia
$436K -$55.9K -574 -11%
CPSC
562
Carl P. Sherr & Co
Massachusetts
$435K
Verition Fund Management
563
Verition Fund Management
Connecticut
$435K +$459K +4,722 New
FIA
564
Foundations Investment Advisors
Arizona
$433K -$18.6K -191 -4%
LS
565
Livforsakringsbolaget Skandia
Sweden
$429K +$126K +1,300 +39%
CFG
566
Citizens Financial Group
Rhode Island
$426K -$34.1K -350 -7%
KA
567
Kovack Advisors
Florida
$420K -$11K -113 -2%
HI
568
Hudock Inc
Pennsylvania
$417K +$1.36K +14 +0.3%
EH
569
Equitable Holdings
New York
$415K -$6.91K -71 -2%
DWA
570
Douglass Winthrop Advisors
New York
$415K
BOPW
571
Brandywine Oak Private Wealth
Pennsylvania
$415K +$10.8K +111 +3%
CFG
572
CMC Financial Group
Georgia
$411K
SCP
573
Shorepoint Capital Partners
Massachusetts
$411K
ACM
574
AlphaCrest Capital Management
New York
$409K -$494K -5,073 -53%
ZIC
575
ZWJ Investment Counsel
Georgia
$408K

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.