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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$56.7M -$2.72M -29,162 -5%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$55.8M -$7.09M -76,045 -12%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$53.1M +$986K +10,580 +2%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$50.7M -$6.58M -70,590 -12%
Barclays
55
Barclays
United Kingdom
$50.4M -$22.3M -239,849 -32%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$49.6M -$32.1K -344 -0.1%
VRS
57
Virginia Retirement Systems
Virginia
$47.1M -$9.32K -100 -0%
CS
58
Credit Suisse
Switzerland
$45.4M -$4.57M -49,071 -9%
AllianceBernstein
59
AllianceBernstein
Tennessee
$45M +$257K +2,763 +0.6%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$44.3M +$31.6M +339,023 +286%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$44.1M -$1.81M -19,428 -4%
National Pension Service
62
National Pension Service
South Korea
$44M
Russell Investments Group
63
Russell Investments Group
United Kingdom
$43.1M -$14.2M -151,897 -25%
ORIO
64
Old Republic International (ORI)
Illinois
$41.4M
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$41.1M -$798K -8,568 -2%
MAM
66
Martingale Asset Management
Massachusetts
$40.9M +$21M +225,908 +115%
ACI
67
AMP Capital Investors
Australia
$40.2M +$1.85M +19,805 +5%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$38.3M -$720K -7,733 -2%
Lord, Abbett & Co
69
Lord, Abbett & Co
New Jersey
$37.7M -$373K -4,000 -1%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$36.8M -$4.01M -43,000 -10%
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$36.6M +$5.94M +63,765 +20%
HNB
72
Huntington National Bank
Ohio
$36.2M +$752K +8,073 +2%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$35.8M +$25M +268,101 +265%
GIA
74
Gateway Investment Advisers
Ohio
$35.7M -$4.95M -53,101 -13%
DCM
75
Donaldson Capital Management
Indiana
$34.2M -$7.25M -77,774 -18%

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.