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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
AG
626
AIA Group
Hong Kong
$348K +$388K +3,986 New
BBA
627
BLB&B Advisors
Pennsylvania
$346K -$65.7K -675 -15%
CA
628
Clearstead Advisors
Ohio
$345K -$43.8K -450 -11%
SP
629
Symmetry Partners
Connecticut
$345K -$778 -8 -0.2%
DBT
630
Dubuque Bank & Trust
Iowa
$343K +$363K +3,727 New
CFA
631
Capstone Financial Advisors
Illinois
$342K
CA
632
Cetera Advisors
Colorado
$341K +$60.1K +618 +20%
VWA
633
V Wealth Advisors
Kansas
$339K +$359K +3,690 New
SBIA
634
Sheaff Brock Investment Advisors
Indiana
$338K -$10.5K -108 -3%
MWM
635
Minot Wealth Management
Massachusetts
$337K
PCA
636
Personal Capital Advisors
California
$336K +$34.3K +352 +11%
TNB
637
TCF National Bank
South Dakota
$335K +$21.2K +218 +6%
IWA
638
Inspirion Wealth Advisors
Illinois
$334K
AG
639
AlphaSimPlex Group
Massachusetts
$333K
HWMG
640
Hurlow Wealth Management Group
Indiana
$332K
SP
641
Successful Portfolios
Florida
$329K -$17.9K -184 -5%
CT
642
Clearstead Trust
Maine
$329K
TI
643
Trexquant Investment
Connecticut
$329K +$348K +3,577 New
Vontobel Holding
644
Vontobel Holding
Switzerland
$329K +$376K +3,864 New
CCM
645
Carlson Capital Management
Minnesota
$325K -$108K -1,106 -23%
NPF
646
Norris Perne & French
Michigan
$325K
AIM
647
Arcadia Investment Management
Michigan
$323K -$34.1K -350 -9%
SVWAG
648
Sound View Wealth Advisors Group
Georgia
$323K +$57.2K +588 +20%
SCA
649
Snowden Capital Advisors
New York
$322K +$108K +1,115 +47%
P
650
Pitcairn
Pennsylvania
$316K -$1.85K -19 -0.6%

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.