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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
CB
901
Community Bank
New York
$14K -$7.78K -80 -34%
First Manhattan
902
First Manhattan
New York
$13K -$1.95K -20 -12%
JGIA
903
Jackson Grant Investment Advisers
Connecticut
$13K +$13.5K +139 New
NFSG
904
Newbridge Financial Services Group
Florida
$12K -$1.36K -14 -10%
BFC
905
Bedel Financial Consulting
Indiana
$12K
VFA
906
Valeo Financial Advisors
Indiana
$12K
VCM
907
Vigilant Capital Management
Maine
$12K
FMP
908
Financial Management Professionals
Texas
$11K
LFG
909
Larson Financial Group
Missouri
$11K
TF
910
TimeScale Financial
Massachusetts
$11K
AWA
911
Arkadios Wealth Advisors
Georgia
$10K -$1.75K -18 -13%
MCM
912
MV Capital Management
Maryland
$10K
SL
913
Savior LLC
Massachusetts
$10K
SFP
914
Sterling Financial Planning
New Jersey
$10K +$10.9K +112 New
AIC
915
Archer Investment Corporation
Indiana
$9.94K
VRM
916
Vectors Research Management
New York
$9K -$10.7K -110 -52%
CG
917
Cutler Group
California
$9K -$9.73K -100 -50%
CAGAS
918
Capital Advisory Group Advisory Services
Minnesota
$9K -$3.02K -31 -24%
AWM
919
Avior Wealth Management
Nebraska
$9K
FPB
920
First PREMIER Bank
South Dakota
$9K
PGAM
921
Princeton Global Asset Management
New Jersey
$9K
BBHC
922
Brown Brothers Harriman & Co
New York
$9K +$3.5K +36 +58%
FPS
923
Fieldpoint Private Securities
Connecticut
$9K +$9.24K +95 New
CWP
924
Concord Wealth Partners
Virginia
$9K +$9.73K +100 New
HWM
925
HighMark Wealth Management
Minnesota
$9K +$9.73K +100 New

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.