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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
PFSC
826
Peoples Financial Services Corp
Pennsylvania
$32K
Millennium Management
827
Millennium Management
New York
$31.7K -$51M -546,995 -63%
TWP
828
TFO Wealth Partners
Ohio
$31K
VNA
829
Valley National Advisers
Pennsylvania
$31K
GWS
830
Glassman Wealth Services
Virginia
$31K +$7.55K +81 +33%
MWP
831
Meridian Wealth Partners
Pennsylvania
$30K -$6.34K -68 -18%
LC
832
Lindbrook Capital
California
$29K -$14.1K -151 -34%
CBT
833
Central Bank & Trust
Kentucky
$28K
SCM
834
Silvant Capital Management
Georgia
$28K
MHR
835
Matthew Hamilton Rosenberg
$25K
GAM
836
Gemmer Asset Management
California
$23K
CB
837
Community Bank
New York
$22K -$136K -1,465 -86%
NL
838
NVWM LLC
Pennsylvania
$22K
ZB
839
Zions Bancorporation
Utah
$22K
FHC
840
First Horizon Corporation
Tennessee
$22K +$21.5K +231 New
VRM
841
Vectors Research Management
New York
$20K -$21.1K -227 -52%
LWCFA
842
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
JCM
843
Jacobi Capital Management
Pennsylvania
$20K +$5.87K +63 +43%
FFA
844
Founders Financial Alliance
North Carolina
$20K +$18.2K +195 New
HCM
845
Highlander Capital Management
New Jersey
$19K
WT
846
Washington Trust
Rhode Island
$19K
CG
847
Cutler Group
California
$19K +$18.6K +200 New
SIAP
848
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
SLF
849
Sun Life Financial
Ontario, Canada
$18K +$186 +2 +1%
PFA
850
Professional Financial Advisors
Nebraska
$18K +$16.4K +176 New

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.