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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
FCM
926
Fortis Capital Management
Washington
-$1.76M -20,100 Closed
HF
927
HRT Financial
New York
-$1.55M -17,733 Closed
QT
928
Quantbot Technologies
New York
-$687K -7,842 Closed
Wolverine Trading
929
Wolverine Trading
Illinois
-$729K -7,820 Closed
Walleye Trading
930
Walleye Trading
New York
-$642K -6,893 Closed
QT
931
Quantamental Technologies
New York
-$579K -6,603 Closed
RIM
932
Rampart Investment Management
Connecticut
-$558K -6,365 Closed
HIM
933
Hotaling Investment Management
Pennsylvania
-$503K -5,743 Closed
O
934
Ossiam
France
-$485K -5,530 Closed
BA
935
Bridgewater Associates
Connecticut
-$468K -5,341 Closed
CQS
936
Credential Qtrade Securities
-$451K -5,140 Closed
MWM
937
Marietta Wealth Management
Georgia
-$441K -5,031 Closed
ATPW
938
Ashton Thomas Private Wealth
Arizona
-$432K -4,924 Closed
CFA
939
CWS Financial Advisors
Michigan
-$419K -4,786 Closed
ZCM
940
Ziegler Capital Management
Illinois
-$413K -4,714 Closed
ECM
941
Everence Capital Management
Indiana
-$411K -4,480 Closed
DIM
942
DC Investments Management
Virginia
-$374K -4,265 Closed
B
943
Bailard
California
-$323K -3,689 Closed
VWA
944
V Wealth Advisors
Kansas
-$313K -3,573 Closed
CFG
945
Cooper Financial Group
California
-$307K -3,504 Closed
CIM
946
Contravisory Investment Management
Massachusetts
-$268K -2,947 Closed
AGM
947
Alpine Global Management
New York
-$231K -2,641 Closed
RIA
948
Regal Investment Advisors
Michigan
-$209K -2,386 Closed
6M
949
6 Meridian
Kansas
-$207K -2,356 Closed
WAM
950
Wolverine Asset Management
Illinois
-$174K -1,993 Closed

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.