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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
SBWIC
701
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K +$272K +2,800 New
WPC
702
White Pine Capital
Minnesota
$255K
BFM
703
Boothbay Fund Management
New York
$251K +$266K +2,730 New
SFWA
704
Summit Financial Wealth Advisors
Louisiana
$250K -$10.7K -110 -4%
KBFS
705
Kohmann Bosshard Financial Services
Ohio
$248K
SB
706
Simmons Bank
Arkansas
$246K +$10.7K +110 +4%
AWE
707
Avidian Wealth Enterprises
Texas
$246K +$19.7K +202 +8%
BS
708
Boenning & Scattergood
Pennsylvania
$245K
PNC
709
Park National Corp
Ohio
$244K -$19.8K -203 -7%
BFIM
710
Beese Fulmer Investment Management
Ohio
$242K
PCG
711
Private Capital Group
Connecticut
$241K +$16.3K +168 +7%
JMF
712
Johnson Midwest Financial
Iowa
$241K +$255K +2,617 New
BBNA
713
Bremer Bank National Association
Minnesota
$239K
CCA
714
Checchi Capital Advisers
California
$238K
DY
715
Dowling & Yahnke
California
$236K
TCA
716
Transcend Capital Advisors
New Jersey
$236K +$250K +2,568 New
PA
717
Parallel Advisors
California
$235K -$26.7K -274 -10%
SGK
718
Steigerwald Gordon & Koch
Virginia
$235K
FFN
719
Focus Financial Network
Minnesota
$234K -$2.24K -23 -0.9%
FFA
720
Freedman Financial Associates
Massachusetts
$233K +$246K +2,527 New
AIS
721
American Investment Services
Massachusetts
$232K -$680K -6,985 -73%
FAIM
722
Financial Advocates Investment Management
Washington
$232K -$1.46K -15 -0.6%
PCWA
723
Pacific Capital Wealth Advisors
California
$230K
FMWA
724
Forvis Mazars Wealth Advisors
Missouri
$229K -$4.18K -43 -2%
FMTCOCP
725
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K

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.