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WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
601
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$372K -$774K -8,470 -69%
PL
602
Pluribus Labs
California
$372K +$351K +3,836 New
HCM
603
Hutner Capital Management
Vermont
$370K
WA
604
WealthTrust Axiom
Pennsylvania
$370K
CCA
605
Checchi Capital Advisers
California
$369K +$98.8K +1,081 +40%
MC
606
Manteio Capital
New Jersey
$368K +$347K +3,792 New
HC
607
Hamilton Capital
Ohio
$367K +$346K +3,782 New
JGUA
608
John G. Ullman & Associates
New York
$364K
DAS
609
Dynamic Advisor Solutions
Arizona
$364K +$7.59K +83 +2%
Wellington Management Group
610
Wellington Management Group
Massachusetts
$363K -$91.3K -999 -21%
CAM
611
Cresset Asset Management
Illinois
$362K -$64.8K -709 -16%
E
612
Ergoteles
New York
$362K +$341K +3,731 New
LNC
613
Lincoln National Corp
Pennsylvania
$358K +$13.1K +143 +4%
TI
614
Trexquant Investment
Connecticut
$357K -$275K -3,008 -45%
TI
615
Tidal Investments
Wisconsin
$356K +$61.2K +670 +22%
SSB
616
Sandy Spring Bank
Maryland
$355K -$121K -1,326 -27%
BOS
617
Bank of Stockton
California
$352K -$27.4K -300 -8%
CAG
618
Csenge Advisory Group
Florida
$352K -$3.38K -37 -0.9%
CAI
619
Capital Advisors Inc
Oklahoma
$352K
BL
620
Balentine LLC
Georgia
$350K +$122K +1,340 +59%
MSFS
621
Main Street Financial Solutions
Pennsylvania
$349K -$85.1K -931 -21%
AAS
622
Avantax Advisory Services
Texas
$348K +$5.58K +61 +2%
SB
623
Simmons Bank
Arkansas
$347K +$327K +3,573 New
DBT
624
Dubuque Bank & Trust
Iowa
$342K +$24.2K +265 +8%
FAIM
625
Financial Advocates Investment Management
Washington
$341K -$4.84K -53 -1%

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.