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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
FFN
676
Focus Financial Network
Minnesota
$248K -$1.21K -13 -0.5%
DY
677
Dowling & Yahnke
California
$248K +$839 +9 +0.4%
SB
678
Simmons Bank
Arkansas
$247K -$23.4K -251 -9%
SGK
679
Steigerwald Gordon & Koch
Virginia
$247K
PSP
680
Principal Street Partners
Tennessee
$247K +$237K +2,545 New
TAM
681
Tocqueville Asset Management
New York
$246K -$37.3K -400 -14%
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$246K -$4.19K -45 -2%
FAIM
683
Financial Advocates Investment Management
Washington
$245K -$1.49K -16 -0.6%
JFGIW
684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K -$26K -279 -10%
SGA
685
Strategic Global Advisors
California
$244K
PCWA
686
Pacific Capital Wealth Advisors
California
$242K
P
687
&Partners
Tennessee
$242K +$233K +2,498 New
FMTCOCP
688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$241K
HFRG
689
Houlihan Financial Resource Group
Virginia
$241K +$215K +2,311 New
AWE
690
Avidian Wealth Enterprises
Texas
$240K -$30.6K -328 -12%
EWM
691
Empirical Wealth Management
Washington
$240K
PCG
692
Private Capital Group
Connecticut
$238K -$30.7K -329 -12%
WANY
693
Wealthspire Advisors (New York)
New York
$238K +$229K +2,461 New
PCTC
694
Perkins Coie Trust Company
Washington
$237K
CRC
695
Curi RMB Capital
Illinois
$236K -$72.1K -774 -24%
B
696
Barings
North Carolina
$235K -$335K -3,600 -60%
FHA
697
Flagship Harbor Advisors
Massachusetts
$233K -$14.3K -153 -6%
BAS
698
Brown Advisory Securities
Maryland
$232K
SCA
699
Snowden Capital Advisors
New York
$231K -$14.1K -151 -6%
FCFC
700
First Commonwealth Financial Corp
Pennsylvania
$229K -$76.6K -822 -26%

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.