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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
FRA
851
Front Row Advisors
California
$42K
SWA
852
SOA Wealth Advisors
New York
$41K +$46.7K +480 New
EIM
853
Essex Investment Management
Massachusetts
$40K
VCG
854
Vantage Consulting Group
Virginia
$40K +$42K +432 New
PO
855
Private Ocean
California
$39K
CI
856
CX Institutional
Indiana
$38K +$2.53K +26 +7%
SMG
857
Spectrum Management Group
Indiana
$37K -$7.88K -81 -17%
AF
858
Arrow Financial
New York
$37K -$3.7K -38 -9%
FHA
859
First Horizon Advisors
Tennessee
$36K
SNT
860
Security National Trust
West Virginia
$35K
FHC
861
First Horizon Corporation
Tennessee
$35K +$14.8K +152 +66%
RPWA
862
Regent Peak Wealth Advisors
Georgia
$33K +$34.5K +355 New
WB
863
Webster Bank
Connecticut
$31K -$2.92K -30 -8%
TC
864
Trust Company
Kansas
$31K
VCM
865
Versant Capital Management
Arizona
$31K
GWS
866
Glassman Wealth Services
Virginia
$31K +$1.26K +13 +4%
PFSC
867
Peoples Financial Services Corp
Pennsylvania
$30K
FPFS
868
First Personal Financial Services
North Carolina
$29K -$67.1K -690 -68%
TWP
869
TFO Wealth Partners
Ohio
$29K
VNA
870
Valley National Advisers
Pennsylvania
$29K
HFA
871
Hoover Financial Advisors
Pennsylvania
$29K +$32.2K +331 New
CL
872
COWA LLC
Oklahoma
$29K +$32.5K +334 New
MWP
873
Meridian Wealth Partners
Pennsylvania
$28K
LC
874
Lindbrook Capital
California
$28K +$584 +6 +2%
CCM
875
Copeland Capital Management
Pennsylvania
$27K -$15.6K -160 -36%

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.