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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
FPFS
776
First Personal Financial Services
North Carolina
$98K
BWA
777
Burt Wealth Advisors
Maryland
$96K
CI Investments Inc
778
CI Investments Inc
Ontario, Canada
$95K -$10.2K -109 -10%
BBL
779
Beck Bode LLC
Massachusetts
$95K +$91.8K +985 New
PWMG
780
Prestige Wealth Management Group
New Jersey
$94K -$15.7K -168 -15%
MPWT
781
MassMutual Private Wealth & Trust
Connecticut
$94K -$280 -3 -0.3%
SFS
782
Sowell Financial Services
Arkansas
$93K -$385K -4,132 -81%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
783
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$91K -$2.2M -23,562 -96%
Parallax Volatility Advisers
784
Parallax Volatility Advisers
California
$89K -$69.9K -750 -45%
BAM
785
Barrett Asset Management
New York
$89K
TSW
786
Thompson Siegel & Walmsley
Virginia
$89K
RWG
787
Regal Wealth Group
California
$89K +$559 +6 +0.7%
PI
788
PineBridge Investments
New York
$83K -$1.47M -15,743 -95%
HIA
789
Harbor Investment Advisory
Maryland
$83K +$37.6K +404 +90%
PCM
790
Penserra Capital Management
California
$82K -$5.4K -58 -6%
TCOV
791
Trust Company of Vermont
Vermont
$81K -$20.9K -224 -21%
SBL
792
Sargent Bickham Lagudis
Colorado
$78K
FCH
793
Freestone Capital Holdings
Washington
$75.6K +$72.7K +780 New
IBOK
794
Independence Bank of Kentucky
Kentucky
$73K
CWC
795
Carolinas Wealth Consulting
North Carolina
$72K +$1.49K +16 +2%
MCM
796
Manchester Capital Management
Vermont
$71K
MSFP
797
Mark Sheptoff Financial Planning
Connecticut
$63K
ONST
798
Old North State Trust
North Carolina
$63K +$60.6K +650 New
BCA
799
Berman Capital Advisors
Georgia
$59K -$4.38K -47 -7%
SJIM
800
St. Johns Investment Management
Florida
$58K

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.