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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
RWB
951
RMR Wealth Builders
New Jersey
-$122K -1,395 Closed
WC
952
Wexford Capital
Florida
-$103K -1,170 Closed
KPW
953
Kore Private Wealth
New York
-$84K -969 Closed
FWM
954
FSA Wealth Management
Massachusetts
-$79K -900 Closed
SCA
955
Stonebridge Capital Advisors
Minnesota
-$76K -868 Closed
FANJ
956
Financial Architects (New Jersey)
New Jersey
-$68K -775 Closed
SF
957
Synovus Financial
Georgia
-$68K -774 Closed
CWM
958
Campbell Wealth Management
Virginia
-$55K -629 Closed
EC
959
Estate Counselors
Wisconsin
-$52K -602 Closed
OCM
960
Ovata Capital Management
Hong Kong
-$35K -401 Closed
THWM
961
Taylor Hoffman Wealth Management
Virginia
-$35K -394 Closed
BL
962
Balentine LLC
Georgia
-$25K -287 Closed
CIM
963
Centersquare Investment Management
Pennsylvania
-$25K -280 Closed
PA
964
Procyon Advisors
Connecticut
-$19K -212 Closed
SFA
965
Semmax Financial Advisors
North Carolina
-$18K -210 Closed
HFA
966
Hoover Financial Advisors
Pennsylvania
-$18K -203 Closed
NG
967
NWK Group
California
-$14K -161 Closed
VEA
968
Virtus ETF Advisers
New York
-$14K -159 Closed
RIA
969
RPG Investment Advisory
California
-$12K -133 Closed
Loomis, Sayles & Company
970
Loomis, Sayles & Company
Massachusetts
-$11K -131 Closed
BBA
971
Braun-Bostich & Associates
Pennsylvania
-$11K -120 Closed
DAM
972
Delta Asset Management
Tennessee
-$8K -89 Closed
PIMG
973
Patriot Investment Management Group
Tennessee
-$6.05K -69 Closed
AP
974
Arlington Partners
Alabama
-$4K -43 Closed
JSC
975
Jackson Square Capital
California
-$2K -24 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.