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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
EWM
726
Empirical Wealth Management
Washington
$228K
TAM
727
Tocqueville Asset Management
New York
$226K -$8.85K -91 -4%
MCWS
728
McKinley Carter Wealth Services
West Virginia
$226K +$239K +2,460 New
PCTC
729
Perkins Coie Trust Company
Washington
$225K
Kovitz Investment Group Partners
730
Kovitz Investment Group Partners
Illinois
$225K +$25K +257 +12%
CRC
731
Curi RMB Capital
Illinois
$224K
EWM
732
Executive Wealth Management
Michigan
$224K +$237K +2,439 New
BAM
733
Belpointe Asset Management
Nevada
$221K +$86.5K +889 +59%
CCM
734
Compton Capital Management
Rhode Island
$221K +$234K +2,400 New
BAS
735
Brown Advisory Securities
Maryland
$220K
SC
736
Scotia Capital
Ontario, Canada
$220K +$7.69K +79 +3%
FHA
737
Flagship Harbor Advisors
Massachusetts
$218K -$3.41K -35 -1%
FCFC
738
First Commonwealth Financial Corp
Pennsylvania
$218K
NICM
739
Neo Ivy Capital Management
New York
$218K +$77.8K +800 +51%
IB
740
Intrust Bank
Kansas
$216K
WA
741
WealthTrust Axiom
Pennsylvania
$216K
AC
742
Athanor Capital
New York
$216K +$228K +2,345 New
EP
743
Eudaimonia Partners
Tennessee
$215K -$1.65K -17 -0.7%
Bank Julius Baer & Co
744
Bank Julius Baer & Co
Switzerland
$214K +$13.7K +141 +6%
RIA
745
Regal Investment Advisors
Michigan
$214K +$226K +2,327 New
IFG
746
Independent Financial Group
California
$213K +$225K +2,317 New
Bessemer Group
747
Bessemer Group
New Jersey
$212K +$96.1K +988 +75%
WDL
748
Well Done LLC
Michigan
$211K
RBFC
749
Roman Butler Fullerton & Co
Missouri
$211K +$1.46K +15 +0.7%
CWP
750
CFM Wealth Partners
Texas
$208K

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.