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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
CBT
876
Central Bank & Trust
Kentucky
$27K
SCM
877
Silvant Capital Management
Georgia
$27K
GLLW
878
Graves Light Lenhart Wealth
Virginia
$26K +$27.1K +279 New
FCA
879
FinTrust Capital Advisors
South Carolina
$25K
PWA
880
Phoenix Wealth Advisors
North Carolina
$25K +$26.5K +272 New
ST
881
Sageworth Trust
Pennsylvania
$24K +$25.9K +266 New
TFIPS
882
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23K +$24.3K +250 New
AIL
883
AGF Investments LLC
Ontario, Canada
$23K -$19.7K -202 -45%
GAM
884
Gemmer Asset Management
California
$21K
NL
885
NVWM LLC
Pennsylvania
$21K
PHK
886
Point72 Hong Kong
Hong Kong
$21K +$22.7K +233 New
CIA
887
CSat Investment Advisory
Michigan
$20K -$95.5K -981 -82%
ZB
888
Zions Bancorporation
Utah
$20K -$778 -8 -3%
PFO
889
Pathstone Family Office
New Jersey
$20K +$21.3K +219 New
JCM
890
Jacobi Capital Management
Pennsylvania
$19K
HCM
891
Highlander Capital Management
New Jersey
$18K
WT
892
Washington Trust
Rhode Island
$18K
SLF
893
Sun Life Financial
Ontario, Canada
$17K -$292 -3 -2%
SIAP
894
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
PFPT
895
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K
PFA
896
Professional Financial Advisors
Nebraska
$16K
TCM
897
Tradewinds Capital Management
Washington
$16K
FP
898
Fiduciary Planning
Florida
$15K +$15.5K +159 New
SSC
899
Syverson Strege & Co
Iowa
$15K +$16.1K +165 New
AIG
900
American International Group
New York
$14.1K -$612K -6,294 -4%

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.