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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
PAS
651
Park Avenue Securities
New York
$313K +$55.4K +569 +20%
LNC
652
Lincoln National Corp
Pennsylvania
$311K +$63K +647 +24%
DLCIG
653
D.L. Carlson Investment Group
New Hampshire
$309K
WEC
654
Winslow Evans & Crocker
Massachusetts
$309K
FMTC
655
Farmers & Merchants Trust Company
California
$309K +$1.36K +14 +0.4%
AAS
656
Avantax Advisory Services
Texas
$308K -$557K -5,722 -63%
SAM
657
Summit Asset Management
Tennessee
$307K -$38.9K -400 -11%
FCI
658
Financial Counselors Inc
Kansas
$305K
JGUA
659
John G. Ullman & Associates
New York
$304K +$321K +3,300 New
FWM
660
Fairhaven Wealth Management
Illinois
$304K +$322K +3,308 New
GAM
661
Gotham Asset Management
New York
$303K -$28.1K -289 -8%
QAM
662
QCI Asset Management
New York
$303K
CAAS
663
Capital Asset Advisory Services
Michigan
$302K +$14.7K +151 +5%
CA
664
Crewe Advisors
Utah
$301K
SW
665
SkyOak Wealth
Michigan
$300K
SIAM
666
Sterling Investment Advisors (Missouri)
Missouri
$299K
4WM
667
44 Wealth Management
Oregon
$299K +$316K +3,246 New
MFS
668
Mirabella Financial Services
United Kingdom
$299K +$316K +3,246 New
CAM
669
Cresset Asset Management
Illinois
$297K -$12.3K -126 -4%
KFGK
670
Keystone Financial Group (Kentucky)
Kentucky
$296K -$4.87K -50 -2%
AIM
671
Anchor Investment Management
South Carolina
$294K
MWM
672
Meridian Wealth Management
Kentucky
$294K +$30K +308 +11%
PI
673
PEAK6 Investments
Illinois
$294K +$311K +3,196 New
CP
674
Covenant Partners
Tennessee
$293K +$10.1K +104 +3%
RCAG
675
Rehmann Capital Advisory Group
Michigan
$293K +$8.46K +87 +3%

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.