We are live on ! Find out more
WEC icon

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
CFA
601
Capstone Financial Advisors
Illinois
$360K +$21.6K +232 +7%
MWM
602
Minot Wealth Management
Massachusetts
$355K +$101K +1,079 +42%
IWA
603
Inspirion Wealth Advisors
Illinois
$352K
AG
604
AlphaSimPlex Group
Massachusetts
$351K +$85.9K +922 +34%
HWMG
605
Hurlow Wealth Management Group
Indiana
$349K
Acadian Asset Management
606
Acadian Asset Management
Massachusetts
$349K +$98.5K +1,057 +42%
OFS
607
OneAscent Financial Services
Alabama
$348K -$56.9K -611 -15%
GAM
608
Gotham Asset Management
New York
$347K -$4.47K -48 -1%
CT
609
Clearstead Trust
Maine
$346K
NPF
610
Norris Perne & French
Michigan
$342K +$329K +3,533 New
AAM
611
Ascension Asset Management
New York
$339K +$326K +3,500 New
P
612
Pitcairn
Pennsylvania
$334K -$68.6K -736 -18%
IMRF
613
Illinois Municipal Retirement Fund
Illinois
$334K +$322K +3,452 New
TNB
614
TCF National Bank
South Dakota
$331K -$302K -3,240 -49%
AIM
615
AIA Investment Management
Singapore
$331K +$62.2K +668 +24%
LS
616
Livforsakringsbolaget Skandia
Sweden
$326K
CAM
617
Cresset Asset Management
Illinois
$326K +$54.5K +585 +21%
DLCIG
618
D.L. Carlson Investment Group
New Hampshire
$325K -$186 -2 -0.1%
WEC
619
Winslow Evans & Crocker
Massachusetts
$325K
FMTC
620
Farmers & Merchants Trust Company
California
$324K -$3.08K -33 -1%
BFM
621
Boston Financial Management
Massachusetts
$324K
EIA
622
Edgemoor Investment Advisors
Maryland
$323K
FCI
623
Financial Counselors Inc
Kansas
$321K -$280 -3 -0.1%
PCA
624
Personal Capital Advisors
California
$320K +$10.2K +110 +3%
QAM
625
QCI Asset Management
New York
$319K +$10.4K +112 +4%

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.