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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
EP
701
Eudaimonia Partners
Tennessee
$228K +$38.9K +417 +21%
NP
702
NorthRock Partners
Minnesota
$227K -$10.5K -113 -5%
IB
703
Intrust Bank
Kansas
$227K
TWM
704
Triton Wealth Management
Arizona
$227K
WA
705
WealthTrust Axiom
Pennsylvania
$227K
BAM
706
Berkshire Asset Management
Pennsylvania
$224K -$4.01K -43 -2%
SC
707
Scotia Capital
Ontario, Canada
$224K +$559 +6 +0.3%
WDL
708
Well Done LLC
Michigan
$222K
TCM
709
Tuttle Capital Management
Connecticut
$222K +$214K +2,294 New
RBFC
710
Roman Butler Fullerton & Co
Missouri
$221K +$212K +2,279 New
FCB
711
First Command Bank
Texas
$220K
FCFS
712
First Command Financial Services
Texas
$220K
CWP
713
CFM Wealth Partners
Texas
$219K
PWA
714
Providence Wealth Advisors
Illinois
$217K -$51.5K -553 -20%
TFGT
715
TS Financial Group (TSFG)
Illinois
$215K
LSAG
716
Lake Street Advisors Group
New Hampshire
$215K +$207K +2,223 New
QCG
717
Quadrant Capital Group
Ohio
$214K +$21.7K +233 +12%
PWP
718
Principle Wealth Partners
Connecticut
$213K
AWM
719
Altium Wealth Management
New York
$213K +$205K +2,197 New
BHIA
720
Birch Hill Investment Advisors
Massachusetts
$213K +$205K +2,200 New
Bank Julius Baer & Co
721
Bank Julius Baer & Co
Switzerland
$212K +$280 +3 +0.1%
CS
722
Candriam SCA
Luxembourg
$212K +$204K +2,189 New
Kovitz Investment Group Partners
723
Kovitz Investment Group Partners
Illinois
$212K +$204K +2,190 New
MWPCG
724
Measured Wealth Private Client Group
New Hampshire
$211K +$203K +2,176 New
BJL
725
Brighton Jones LLC
Washington
$210K +$202K +2,168 New

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.