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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
SCM
726
Shelton Capital Management
Colorado
$210K +$202K +2,169 New
TIM
727
Thompson Investment Management
Wisconsin
$210K +$202K +2,169 New
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$209K
GWCM
729
Godshalk Welsh Capital Management
Pennsylvania
$208K +$200K +2,150 New
SWM
730
SeaCrest Wealth Management
New York
$207K +$199K +2,135 New
PL
731
Perpetual Ltd
Australia
$206K
DWM
732
Doyle Wealth Management
Florida
$205K +$197K +2,111 New
BP
733
Ballentine Partners
Massachusetts
$203K +$195K +2,095 New
AIA
734
Alera Investment Advisors
Illinois
$203K +$196K +2,100 New
IWP
735
IAG Wealth Partners
Wisconsin
$201K +$23.2K +249 +14%
BRM
736
Boston Research & Management
Massachusetts
$201K +$194K +2,082 New
MMG
737
Monetary Management Group
Missouri
$199K
CFB
738
Cullen/Frost Bankers
Texas
$195K -$27.4K -294 -13%
CFA
739
Carroll Financial Associates
North Carolina
$186K
CTB
740
Country Trust Bank
Illinois
$185K
MG
741
MilWealth Group
Wisconsin
$181K
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$178K -$76.8K -824 -31%
FWM
743
Focused Wealth Management
New York
$178K +$1.12K +12 +0.7%
HBT
744
Hills Bank & Trust
Iowa
$174K -$7.17K -77 -4%
HCA
745
Horan Capital Advisors
Ohio
$174K +$168K +1,800 New
CCM
746
Covington Capital Management
California
$167K
WT
747
Whittier Trust
California
$166K -$5.03K -54 -3%
OC
748
Oakworth Capital
Alabama
$166K -$3.08K -33 -2%
CYG
749
Clean Yield Group
Vermont
$165K +$2.98K +32 +2%
CFGS
750
Concourse Financial Group Securities
Alabama
$160K +$10.7K +115 +8%

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.