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WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$55.3M +$40.9M +447,398 +365%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$54M -$3.91M -42,822 -7%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$52.5M -$480K -5,251 -1%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$49.2M +$818K +8,945 +2%
National Pension Service
55
National Pension Service
South Korea
$48.2M -$1.24M -13,588 -3%
Barclays
56
Barclays
United Kingdom
$45.5M -$10.3M -112,365 -19%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$45.3M +$1.18M +12,869 +3%
HNB
58
Huntington National Bank
Ohio
$44M +$4.01M +43,875 +11%
DP
59
Dearborn Partners
Illinois
$43.1M -$813K -8,893 -2%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$42.6M -$111K -1,214 -0.3%
Teacher Retirement System of Texas
61
Teacher Retirement System of Texas
Texas
$42.1M +$1.39M +15,254 +4%
MAM
62
Martingale Asset Management
Massachusetts
$41.1M -$951K -10,408 -2%
NIG
63
NFJ Investment Group
Texas
$40.8M +$1.3M +14,214 +4%
AllianceBernstein
64
AllianceBernstein
Tennessee
$40.6M +$217K +2,378 +0.6%
SO
65
STRS Ohio
Ohio
$40M +$36.4M +397,927 +2,883%
UBS Group
66
UBS Group
Switzerland
$38.6M +$7.82M +85,514 +27%
Citigroup
67
Citigroup
New York
$37.2M -$9.9M -108,264 -22%
Victory Capital Management
68
Victory Capital Management
Texas
$36.8M -$8.5M -92,969 -20%
LCAM
69
London & Capital Asset Management
United Kingdom
$36.4M +$3.38M +36,992 +11%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$36M -$1.34M -14,647 -4%
RG
71
Rathbones Group
United Kingdom
$35.2M +$2.06M +22,500 +7%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$34.2M +$1.44M +15,727 +5%
EIP
73
Energy Income Partners
Connecticut
$33.7M +$5.21M +57,022 +20%
CS
74
Credit Suisse
Switzerland
$33.3M +$536K +5,861 +2%
GIA
75
Gateway Investment Advisers
Ohio
$32.5M +$2.01M +22,032 +7%

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.