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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
CTB
776
Country Trust Bank
Illinois
$176K
MG
777
MilWealth Group
Wisconsin
$172K
EFSCE
778
Enterprise Financial Services Corp (EFSC)
Missouri
$170K +$778 +8 +0.4%
FWM
779
Focused Wealth Management
New York
$170K +$1.17K +12 +0.7%
HBT
780
Hills Bank & Trust
Iowa
$168K +$2.43K +25 +1%
OC
781
Oakworth Capital
Alabama
$157K
WT
782
Whittier Trust
California
$156K -$1.95K -20 -1%
CYG
783
Clean Yield Group
Vermont
$154K -$3.11K -32 -2%
PWM
784
Perigon Wealth Management
California
$154K +$163K +1,674 New
JFA
785
JNBA Financial Advisors
Minnesota
$150K
BCA
786
Bray Capital Advisors
Florida
$147K
OSAM
787
O'Shaughnessy Asset Management
Connecticut
$142K +$27.8K +286 +23%
Parallax Volatility Advisers
788
Parallax Volatility Advisers
California
$141K +$59.8K +615 +67%
FDCDDQ
789
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K +$143K +1,466 +2,715%
CFGS
790
Concourse Financial Group Securities
Alabama
$137K -$15.1K -155 -9%
TH
791
TCTC Holdings
Texas
$135K
SIM
792
Sonora Investment Management
Arizona
$134K -$1.56K -16 -1%
LTI
793
Laffer Tengler Investments
Tennessee
$129K
AF
794
Allworth Financial
California
$128K +$292 +3 +0.2%
RWB
795
RMR Wealth Builders
New Jersey
$128K +$136K +1,395 New
FP
796
Financial Perspectives
Minnesota
$123K
LWM
797
Liberty Wealth Management
California
$120K +$2.53K +26 +2%
Skandinaviska Enskilda Banken (SEB)
798
Skandinaviska Enskilda Banken (SEB)
Sweden
$115K -$1.03M -10,600 -89%
APA
799
American Portfolios Advisors
New York
$114K -$7.2K -74 -6%
PB
800
Pinnacle Bancorp
Nebraska
$113K

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.