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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
PFPT
851
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K
TCM
852
Tradewinds Capital Management
Washington
$16K
First Manhattan
853
First Manhattan
New York
$16K +$1.86K +20 +13%
CSPIA
854
Cary Street Partners Investment Advisory
Virginia
$16K +$15.7K +169 New
PFWA
855
Paces Ferry Wealth Advisors
Georgia
$15K +$14.2K +152 New
NFSG
856
Newbridge Financial Services Group
Florida
$14K +$13.4K +144 New
AWA
857
Arkadios Wealth Advisors
Georgia
$13.6K
CAGAS
858
Capital Advisory Group Advisory Services
Minnesota
$13K -$2.33K -25 -16%
BFC
859
Bedel Financial Consulting
Indiana
$13K
PWM
860
Provident Wealth Management
Tennessee
$13K +$12.5K +134 New
VCM
861
Vigilant Capital Management
Maine
$13K +$12.5K +134 New
VFA
862
Valeo Financial Advisors
Indiana
$12K -$8.11K -87 -41%
FMP
863
Financial Management Professionals
Texas
$12K
TWA
864
TCI Wealth Advisors
Arizona
$12K
TF
865
TimeScale Financial
Massachusetts
$12K +$93 +1 +0.8%
LFG
866
Larson Financial Group
Missouri
$12K +$466 +5 +4%
SL
867
Savior LLC
Massachusetts
$11K -$6.8K -73 -39%
MCM
868
MV Capital Management
Maryland
$11K
AIC
869
Archer Investment Corporation
Indiana
$10.5K
PGAM
870
Princeton Global Asset Management
New Jersey
$10K -$78.4K -841 -89%
FPB
871
First PREMIER Bank
South Dakota
$10K -$4.66K -50 -33%
AWM
872
Avior Wealth Management
Nebraska
$10K
TJHA
873
Thomas J. Herzfeld Advisors
Florida
$8K -$932 -10 -11%
CFN
874
Cordasco Financial Network
Florida
$8K
FNBOSM
875
First National Bank of South Miami
Florida
$8K

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.