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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
FCFS
676
First Command Financial Services
Texas
$286K +$54.8K +600 +26%
OPCM
677
Osborne Partners Capital Management
California
$285K
TMAM
678
Tokio Marine Asset Management
Japan
$285K
UB
679
UMB Bank
Missouri
$284K +$41.8K +457 +19%
HSA
680
HBK Sorce Advisory
Pennsylvania
$283K -$80.9K -885 -23%
BCM
681
BTR Capital Management
California
$281K -$1.83K -20 -0.7%
BPA
682
Beacon Pointe Advisors
California
$278K +$261K +2,859 New
PWA
683
Providence Wealth Advisors
Illinois
$276K +$731 +8 +0.3%
AWE
684
Avidian Wealth Enterprises
Texas
$276K +$13.7K +150 +6%
CGL
685
Clarius Group LLC
Washington
$276K +$17.5K +191 +7%
MIM
686
MTM Investment Management
South Carolina
$275K
SBWIC
687
Schaper Benz & Wise Investment Counsel
Wisconsin
$275K
MCWS
688
McKinley Carter Wealth Services
West Virginia
$274K +$37.9K +415 +17%
OCG
689
Opus Capital Group
Ohio
$273K
WKWM
690
Walter & Keenan Wealth Management
Indiana
$270K +$274 +3 +0.1%
BCP
691
Blue Chip Partners
Michigan
$270K +$1.92K +21 +0.8%
Lido Advisors
692
Lido Advisors
California
$270K +$45.1K +493 +22%
TAM
693
Tocqueville Asset Management
New York
$267K
CCG
694
Cypress Capital Group
Florida
$267K +$252K +2,753 New
MGP
695
Metis Global Partners
California
$267K +$252K +2,755 New
AF
696
Allworth Financial
California
$265K +$45.8K +501 +22%
IAIM
697
International Assets Investment Management
Florida
$264K -$7.86K -86 -3%
BB
698
Busey Bank
Illinois
$263K -$317K -3,465 -56%
AIM
699
Arcadia Investment Management
Michigan
$262K -$27.4K -300 -10%
AAM
700
Autus Asset Management
Arizona
$262K

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.