We are live on ! Find out more
WEC icon

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
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$33.8M +$32.5M +348,515 New
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.3M +$2.22M +23,845 +7%
AG
78
Aperio Group
California
$32.6M +$688K +7,382 +2%
EIP
79
Energy Income Partners
Connecticut
$32M +$553K +5,934 +2%
DP
80
Dearborn Partners
Illinois
$32M +$262K +2,817 +0.9%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$31.8M -$74.9K -804 -0.2%
Citigroup
82
Citigroup
New York
$30.8M +$9.48M +101,729 +47%
Korea Investment Corp
83
Korea Investment Corp
South Korea
$29.9M +$1.78M +19,100 +7%
WBC
84
Westpac Banking Corp
Australia
$28.7M +$2.19M +23,508 +9%
UBS Group
85
UBS Group
Switzerland
$28.7M +$3.44M +36,922 +14%
Canada Life
86
Canada Life
Manitoba, Canada
$28.6M -$4.07M -43,650 -13%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$28M -$2.59M -27,803 -9%
HAI
88
Hennessy Advisors Inc
California
$28M -$4.88M -52,400 -15%
SI
89
Scout Investments
Missouri
$27.5M +$6.55M +70,254 +33%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$27.4M
GC
91
Guggenheim Capital
Illinois
$27.1M -$2.01M -21,526 -7%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$26.2M -$2.34M -25,105 -9%
RG
93
Rathbones Group
United Kingdom
$25.6M +$1.04M +11,168 +4%
Osaic Holdings
94
Osaic Holdings
Arizona
$25.1M -$2.13M -22,904 -8%
Nomura Asset Management
95
Nomura Asset Management
Japan
$25.1M +$4.02M +43,147 +20%
Prudential Financial
96
Prudential Financial
New Jersey
$24.6M -$569K -6,104 -2%
Asset Management One
97
Asset Management One
Japan
$24.6M +$512K +5,490 +2%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$24.2M -$1.2M -12,870 -5%
US Bancorp
99
US Bancorp
Minnesota
$24.2M -$668K -7,174 -3%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$23.1M -$1.74M -18,659 -7%

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.