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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
51
Gabelli Funds
New York
$72.9M -$162K -1,600 -0.2%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$70.4M -$12.2M -120,536 -15%
ZIM
53
Zacks Investment Management
Illinois
$70M +$70.1M +691,361 +16,375%
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$67.5M +$23.3M +229,779 +52%
Victory Capital Management
55
Victory Capital Management
Texas
$67.4M +$9.92M +97,801 +17%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.4M -$1.86M -18,300 -3%
ORIO
57
Old Republic International (ORI)
Illinois
$65.1M -$20.3M -200,000 -24%
HNB
58
Huntington National Bank
Ohio
$59.7M +$6.61M +65,167 +12%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$57.6M +$5.48M +54,037 +10%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$56.8M +$29.4M +289,544 +105%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$50.9M +$37.6K +371 +0.1%
DP
62
Dearborn Partners
Illinois
$45.3M -$152K -1,500 -0.3%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$43.8M +$315K +3,103 +0.7%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$42.4M +$8.05M +79,414 +23%
GIA
65
Gateway Investment Advisers
Ohio
$40.9M +$631K +6,228 +2%
CS
66
Credit Suisse
Switzerland
$40.4M +$4.36M +42,987 +12%
AllianceBernstein
67
AllianceBernstein
Tennessee
$40.3M +$308K +3,037 +0.8%
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$40M +$230K +2,271 +0.6%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$37.8M -$804K -7,931 -2%
National Pension Service
70
National Pension Service
South Korea
$37.3M +$406 +4 +0%
LCAM
71
London & Capital Asset Management
United Kingdom
$37.2M +$37.5M +369,452 New
Citigroup
72
Citigroup
New York
$36.9M +$6.73M +66,397 +22%
MAM
73
Martingale Asset Management
Massachusetts
$36.4M -$3.43M -33,826 -9%
RG
74
Rathbones Group
United Kingdom
$36.1M -$415K -4,090 -1%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$34.9M +$1.99M +19,655 +6%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.