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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
RG
951
Retirement Group
California
$3K -$2.24K -23 -61%
GRP
952
Global Retirement Partners
California
$3K
SWM
953
Selective Wealth Management
Virginia
$3K
SIAG
954
Safeguard Investment Advisory Group
California
$3K +$3.99K +41 New
CHA
955
Carmichael Hill & Associates
Maryland
$2K
SFO
956
Standard Family Office
South Dakota
$2K +$1.85K +19 New
TLFA
957
True Link Financial Advisors
California
$2K +$2.63K +27 New
GEA
958
Glen Eagle Advisors
New Jersey
$1.56K
IA
959
Inspire Advisors
Idaho
$1K +$584 +6 New
JWM
960
Janiczek Wealth Management
Colorado
$1K +$584 +6 New
TI
961
tru Independence
Oregon
$28 +$24.2K +249 +422%
WIM
962
Westside Investment Management
California
$2 +$2.14K +22 New
Adage Capital Partners
963
Adage Capital Partners
Massachusetts
-$33.8M -348,515 Closed
Balyasny Asset Management
964
Balyasny Asset Management
Illinois
-$14.8M -153,232 Closed
RPI
965
Railway Pension Investments
United Kingdom
-$9.01M -92,967 Closed
FAF
966
Fjarde Ap-fonden
Sweden
-$8.05M -83,065 Closed
HighTower Advisors
967
HighTower Advisors
Illinois
-$5.73M -59,146 Closed
IMPI
968
Ilmarinen Mutual Pension Insurance
Finland
-$3.39M -35,000 Closed
IAN
969
Integrated Advisors Network
Texas
-$2.41M -24,917 Closed
DWA
970
Dorsey Wright & Associates
California
-$1.79M -18,489 Closed
WG
971
Winton Group
United Kingdom
-$1.64M -16,883 Closed
QC
972
Quadrature Capital
United Kingdom
-$1.1M -11,331 Closed
ACA
973
Anchor Capital Advisors
Massachusetts
-$1.02M -10,562 Closed
AMI
974
Amica Mutual Insurance
Rhode Island
-$1.01M -10,474 Closed
Holocene Advisors
975
Holocene Advisors
New York
-$871K -8,988 Closed

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.