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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
FNBT
576
FineMark National Bank & Trust
Florida
$408K +$13.2K +136 +3%
FI
577
FormulaFolio Investments
Michigan
$405K +$428K +4,403 New
PP
578
Palladium Partners
Virginia
$404K +$15.2K +156 +4%
FTDI
579
First Trust Direct Indexing
Massachusetts
$404K +$427K +4,392 New
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$403K -$169K -1,734 -28%
MSFS
581
Main Street Financial Solutions
Pennsylvania
$403K +$426K +4,377 New
MLL
582
Moody Lynn & Lieberson
Massachusetts
$401K
BCP
583
Blue Chip Partners
Michigan
$400K -$7.88K -81 -2%
BFS
584
Bradley Foster & Sargent
Connecticut
$397K
TW
585
TrinityPoint Wealth
Connecticut
$395K +$9.44K +97 +2%
TFO
586
Tarbox Family Office
California
$394K +$584 +6 +0.1%
FHC
587
First Heartland Consultants
Missouri
$390K -$14.2K -146 -3%
OPCM
588
Osborne Partners Capital Management
California
$388K
UB
589
UMB Bank
Missouri
$386K -$133K -1,367 -25%
IP
590
Isthmus Partners
Wisconsin
$385K
ACI
591
Alpha Cubed Investments
California
$384K -$14.6K -150 -3%
1SB
592
1ST Source Bank
Indiana
$383K
AIM
593
Alhambra Investment Management
Florida
$383K
Jane Street
594
Jane Street
New York
$382K -$3.5M -35,940 -90%
MP
595
McDonald Partners
Ohio
$382K +$404K +4,150 New
TA
596
Tiedemann Advisors
New York
$379K -$2.61M -26,848 -87%
TNBTD
597
Trustmark National Bank Trust Department
Mississippi
$379K
VPIM
598
Vanguard Personalized Indexing Management
California
$379K +$28.7K +295 +8%
APW
599
Austin Private Wealth
Texas
$379K +$401K +4,122 New
BFS
600
Bard Financial Services
Connecticut
$374K +$395K +4,060 New

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.