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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
BCM
651
BTR Capital Management
California
$280K
MWM
652
Meridian Wealth Management
Kentucky
$280K +$3.63K +39 +1%
SFWA
653
Summit Financial Wealth Advisors
Louisiana
$277K -$10.6K -114 -4%
PNC
654
Park National Corp
Ohio
$276K
PAS
655
Park Avenue Securities
New York
$275K +$40.2K +431 +18%
PA
656
Parallel Advisors
California
$274K -$16.8K -180 -6%
CAMG
657
CWA Asset Management Group
Florida
$274K +$264K +2,829 New
BIM
658
Baldwin Investment Management
Pennsylvania
$271K
WPC
659
White Pine Capital
Minnesota
$268K
LNC
660
Lincoln National Corp
Pennsylvania
$265K -$466 -5 -0.2%
AFS
661
Axiom Financial Strategies
Indiana
$264K -$43.8K -470 -15%
Wealth Enhancement Advisory Services
662
Wealth Enhancement Advisory Services
Minnesota
$264K
AAM
663
Autus Asset Management
Arizona
$262K
LOAME
664
Lombard Odier Asset Management (Europe)
United Kingdom
$262K +$252K +2,701 New
KBFS
665
Kohmann Bosshard Financial Services
Ohio
$261K
IA
666
IFG Advisors
Missouri
$259K
CGL
667
Clarius Group LLC
Washington
$259K +$21.3K +229 +9%
BS
668
Boenning & Scattergood
Pennsylvania
$258K
Fisher Asset Management
669
Fisher Asset Management
Washington
$258K +$248K +2,659 New
DS
670
DRW Securities
Illinois
$258K +$248K +2,665 New
HSA
671
HBK Sorce Advisory
Pennsylvania
$257K
BFIM
672
Beese Fulmer Investment Management
Ohio
$255K
EF
673
Empirical Finance
Pennsylvania
$253K +$244K +2,616 New
BBNA
674
Bremer Bank National Association
Minnesota
$252K
CCA
675
Checchi Capital Advisers
California
$250K -$39K -419 -14%

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.