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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
DP
76
Dearborn Partners
Illinois
$30.3M -$26.2K -269 -0.1%
EIP
77
Energy Income Partners
Connecticut
$30.3M -$116K -1,190 -0.4%
ACI
78
AMP Capital Investors
Australia
$29.3M -$8.96M -92,072 -22%
Nomura Asset Management
79
Nomura Asset Management
Japan
$29M +$5.51M +56,606 +22%
WBC
80
Westpac Banking Corp
Australia
$28.9M +$1.7M +17,508 +6%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$28.6M -$5.72M -58,748 -16%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.9M -$3.99M -41,056 -12%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$27.4M
Canada Life
84
Canada Life
Manitoba, Canada
$27.4M +$282K +2,902 +1%
Citigroup
85
Citigroup
New York
$27.3M -$1.99M -20,496 -6%
HAI
86
Hennessy Advisors Inc
California
$26.7M +$107K +1,100 +0.4%
GIA
87
Gateway Investment Advisers
Ohio
$26.6M -$7.7M -79,166 -21%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$26.5M -$152K -1,561 -0.5%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$26.1M +$13.1M +134,125 +90%
SI
90
Scout Investments
Missouri
$26M -$141K -1,452 -0.5%
RG
91
Rathbones Group
United Kingdom
$25.8M +$1.55M +15,886 +6%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$24.6M -$270K -2,774 -1%
Asset Management One
93
Asset Management One
Japan
$24.5M +$1.64M +16,900 +7%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$23.3M +$322K +3,310 +1%
US Bancorp
95
US Bancorp
Minnesota
$22.7M -$294K -3,017 -1%
Prudential Financial
96
Prudential Financial
New Jersey
$22.6M -$820K -8,428 -3%
NA
97
NewEdge Advisors
Louisiana
$21.8M +$482K +4,957 +2%
Osaic Holdings
98
Osaic Holdings
Arizona
$21.5M -$2.69M -27,651 -11%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$21.3M -$671K -6,901 -3%
GC
100
Guggenheim Capital
Illinois
$21M -$4.99M -51,320 -18%

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.