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WEC Energy

904 hedge funds and large institutions have $20.3B invested in WEC Energy in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 362 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $46.5M | Put options by funds: $24.4M

2% less capital invested

Capital invested by funds: $20.7B → $20.3B (-$437M)

1.18% less ownership

Funds ownership: 74.51%73.33% (-1.2%)

4% less funds holding

Funds holding: 937904 (-33)

24% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 362

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 95

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
904
Holders Change
-33
Holders Change %
-3.52%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.16%
New
70
Increased
274
Reduced
362
Closed
95
Calls
$46.5M
Puts
$24.4M
Net Calls
+$22.2M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$52M -$3.73M -41,329 -7%
First Trust Advisors
52
First Trust Advisors
Illinois
$51.1M -$4.86M -53,866 -8%
EARNEST Partners
53
EARNEST Partners
Georgia
$50.8M +$1.61M +17,813 +3%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$49.4M +$13.2M +145,804 +35%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$47.1M +$506K +5,603 +1%
CS
56
Credit Suisse
Switzerland
$45.4M -$11.9M -132,183 -20%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$44.9M +$160K +1,771 +0.3%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$44.4M +$17.3M +191,915 +61%
VRS
59
Virginia Retirement Systems
Virginia
$42.6M -$9.02K -100 -0%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$40.9M -$4.51M -50,024 -10%
AllianceBernstein
61
AllianceBernstein
Tennessee
$40.5M -$4.99M -55,345 -11%
National Pension Service
62
National Pension Service
South Korea
$39.9M +$3.64M +40,394 +10%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$37.9M -$765K -8,480 -2%
DCM
64
Donaldson Capital Management
Indiana
$37.8M +$1.91M +21,157 +5%
ORIO
65
Old Republic International (ORI)
Illinois
$37.4M
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$37.1M +$235K +2,600 +0.6%
GIA
67
Gateway Investment Advisers
Ohio
$36.9M -$944K -10,462 -2%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$35.4M +$23.9M +264,707 +191%
ESCM
69
Echo Street Capital Management
New York
$35.2M +$36.2M +401,193 New
ACI
70
AMP Capital Investors
Australia
$34.5M +$3.56M +39,455 +11%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$34.5M +$5.03M +55,800 +17%
HNB
72
Huntington National Bank
Ohio
$32M +$2.16M +23,948 +7%
HAI
73
Hennessy Advisors Inc
California
$30M -$1.01M -11,200 -3%
Canada Life
74
Canada Life
Manitoba, Canada
$29.6M +$774K +8,575 +3%
AG
75
Aperio Group
California
$28.9M -$4.19M -46,400 -12%

WEC Hedge Fund Activity: Q2 2020 in Review

904 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2020, worth a combined $20.3B — down 2.1% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of WEC and 70 opened new positions — a net loss of 25 holders — while 362 trimmed existing stakes and 274 added.

The largest buyer was Magellan Asset Management, adding an estimated $400M. The largest seller was BlackRock, cutting an estimated $160M.

  • 904 institutional investors held WEC Energy (WEC) as of Q2 2020, down from 937 in Q1 2020.
  • Funds reported $20.3B of WEC Energy stock for Q2 2020, down 2.1% quarter-over-quarter.
  • 70 funds opened new WEC Energy positions in Q2 2020 and 95 closed out, a net change of -25 holders.
  • The largest WEC Energy buyer in Q2 2020 was Magellan Asset Management, an estimated $400M added.
  • The largest WEC Energy seller in Q2 2020 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2020.