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WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$32.4M -$2.21M -24,220 -7%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$32.2M +$1.88M +20,558 +7%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$32.2M -$187K -2,043 -0.6%
Millennium Management
79
Millennium Management
New York
$31.5M -$68.2M -746,319 -70%
Macquarie Group
80
Macquarie Group
Australia
$31M +$12.3M +134,691 +69%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$30.9M +$18.2M +199,159 +168%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$30.7M +$28.9M +316,386 New
HSBC Holdings
83
HSBC Holdings
United Kingdom
$30.4M -$794K -8,688 -3%
COPPSERS
84
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28.5M +$16.1K +176 +0.1%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$28.3M -$11.3M -123,307 -30%
Man Group
86
Man Group
United Kingdom
$28.1M +$14.9M +163,138 +129%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$26.8M -$894K -9,779 -3%
WBC
88
Westpac Banking Corp
Australia
$25.6M -$648K -7,085 -3%
Prudential Financial
89
Prudential Financial
New Jersey
$25.6M +$482K +5,269 +2%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$25M +$601K +6,580 +3%
Asset Management One
91
Asset Management One
Japan
$24.7M -$2M -21,909 -8%
HAI
92
Hennessy Advisors Inc
California
$24.2M -$2.96M -32,400 -11%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$23.4M -$1.55M -17,001 -7%
Allspring Global Investments
94
Allspring Global Investments
North Carolina
$22.5M +$21.2M +231,662 New
MA
95
MUFG Americas
New York
$22.4M +$441K +4,828 +2%
US Bancorp
96
US Bancorp
Minnesota
$22.1M -$53K -580 -0.3%
Nomura Asset Management
97
Nomura Asset Management
Japan
$21.1M -$2.5M -27,385 -11%
AAS
98
Annex Advisory Services
Wisconsin
$21M +$1.58M +17,271 +9%
Osaic Holdings
99
Osaic Holdings
Arizona
$20.2M +$181K +1,981 +1%
Canada Life
100
Canada Life
Manitoba, Canada
$19.5M +$16K +175 +0.1%

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.