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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
Millennium Management
51
Millennium Management
New York
$54.8M +$26M +267,513 +82%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$54.6M -$2.75M -28,310 -5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$50.8M +$373K +3,837 +0.7%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$49.8M -$4.33M -44,458 -8%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$47.7M +$9.74M +100,144 +22%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$47.1M -$876 -9 -0%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$45.6M +$6.97M +71,674 +17%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$45.4M -$2.87M -29,458 -6%
MAM
59
Martingale Asset Management
Massachusetts
$45.4M +$6.94M +71,321 +17%
VRS
60
Virginia Retirement Systems
Virginia
$44.8M
National Pension Service
61
National Pension Service
South Korea
$43.9M +$2.12M +21,789 +5%
KBC Group
62
KBC Group
Belgium
$40.7M +$920K +9,460 +13%
AllianceBernstein
63
AllianceBernstein
Tennessee
$39.6M -$3.32M -34,106 -7%
ORIO
64
Old Republic International (ORI)
Illinois
$39.3M
Barclays
65
Barclays
United Kingdom
$36.7M -$11.9M -121,898 -23%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$36.4M -$40.3K -414 -0.1%
CS
67
Credit Suisse
Switzerland
$35.8M -$7.78M -79,986 -17%
Lord, Abbett & Co
68
Lord, Abbett & Co
New Jersey
$35.7M -$165K -1,700 -0.4%
UBS Group
69
UBS Group
Switzerland
$35.4M +$8.59M +88,285 +30%
HNB
70
Huntington National Bank
Ohio
$34.7M +$312K +3,202 +0.9%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$34M -$1.02M -10,500 -3%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$33M +$3.2M +32,932 +10%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$32.5M -$8.81M -90,518 -20%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$32.1M -$2.81M -28,904 -8%
AG
75
Aperio Group
California
$30.4M -$597K -6,135 -2%

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.