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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
JFA
751
JNBA Financial Advisors
Minnesota
$158K
BCA
752
Bray Capital Advisors
Florida
$154K
NICM
753
Neo Ivy Capital Management
New York
$152K +$20.2K +217 +16%
BAM
754
Belpointe Asset Management
Nevada
$147K +$19K +204 +16%
ARMT
755
Amica Retiree Medical Trust
Rhode Island
$143K
SIM
756
Sonora Investment Management
Arizona
$143K
TH
757
TCTC Holdings
Texas
$142K
CCA
758
Column Capital Advisors
Indiana
$142K +$24.8K +266 +22%
LTI
759
Laffer Tengler Investments
Tennessee
$138K
AF
760
Allworth Financial
California
$135K +$186 +2 +0.1%
FP
761
Financial Perspectives
Minnesota
$130K
LWM
762
Liberty Wealth Management
California
$129K +$53.9K +578 +77%
Bessemer Group
763
Bessemer Group
New Jersey
$127K -$1.17M -12,559 -91%
APA
764
American Portfolios Advisors
New York
$127K +$186 +2 +0.2%
OSAM
765
O'Shaughnessy Asset Management
Connecticut
$122K -$24.8K -266 -17%
NFG
766
Next Financial Group
Texas
$122K +$117K +1,253 New
NNP
767
Nachman Norwood & Parrott
South Carolina
$120K +$115K +1,238 New
PB
768
Pinnacle Bancorp
Nebraska
$119K
TFM
769
TFC Financial Management
Massachusetts
$118K +$114K +1,222 New
CIA
770
CSat Investment Advisory
Michigan
$116K -$406K -4,355 -78%
FC
771
FORA Capital
Florida
$113K -$274K -2,936 -72%
BWM
772
BerganKDV Wealth Management
Minnesota
$113K
HCP
773
Hexagon Capital Partners
Arkansas
$109K +$98.9K +1,061 New
NIC
774
Northwest Investment Counselors
Oregon
$109K +$105K +1,124 New
DOA
775
D'Orazio & Associates
Virginia
$98K

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.