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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
ACS
576
Archford Capital Strategies
Illinois
$387K
FMW
577
Farr Miller & Washington
District of Columbia
$387K
BB
578
Busey Bank
Illinois
$386K -$44.3K -475 -11%
TSS
579
Two Sigma Securities
New York
$385K +$370K +3,972 New
RMCM
580
Reynders McVeigh Capital Management
Massachusetts
$384K
GT
581
Glenview Trust
Kentucky
$380K +$1.86K +20 +0.5%
Cerity Partners
582
Cerity Partners
New York
$380K +$95.4K +1,024 +35%
CAM
583
Centre Asset Management
New York
$378K +$120K +1,290 +49%
WI
584
Wintrust Investments
Illinois
$374K -$5.78K -62 -2%
AIM
585
Arcadia Investment Management
Michigan
$374K
HCM
586
Hutner Capital Management
Vermont
$371K
ETC
587
Exchange Traded Concepts
Oklahoma
$371K +$26K +279 +8%
AF
588
Advisornet Financial
Minnesota
$370K -$8.29K -89 -2%
CAI
589
Capital Advisors Inc
Oklahoma
$370K
HDIM
590
Hanson & Doremus Investment Management
Vermont
$370K
OIA
591
OneDigital Investment Advisors
Kansas
$370K +$3.73K +40 +1%
VPIM
592
Vanguard Personalized Indexing Management
California
$370K +$59.6K +640 +20%
SEC
593
Seven Eight Capital
New York
$368K +$354K +3,800 New
BWM
594
Buckley Wealth Management
Nevada
$367K -$118K -1,264 -25%
SBIA
595
Sheaff Brock Investment Advisors
Indiana
$366K +$2.05K +22 +0.6%
SP
596
Successful Portfolios
Florida
$364K -$1.49K -16 -0.4%
M
597
MOTCO
Texas
$364K +$189K +2,033 +118%
SP
598
Symmetry Partners
Connecticut
$364K +$350K +3,756 New
SAM
599
Summit Asset Management
Tennessee
$362K +$348K +3,735 New
CM
600
Capital Management
Virginia
$361K

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.