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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
76
Macquarie Group
Australia
$33.6M -$1.33M -13,163 -4%
EIP
77
Energy Income Partners
Connecticut
$33.6M -$1.32M -13,002 -4%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$33.4M +$1.12M +11,022 +3%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$33.4M
SEI Investments
80
SEI Investments
Pennsylvania
$33.3M +$474K +4,676 +1%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$33.1M +$5.99M +59,100 +22%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$31.8M -$873K -8,609 -3%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M +$10.1K +100 +0%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$29.9M +$25M +246,170 +484%
Man Group
85
Man Group
United Kingdom
$29.2M -$43.3M -427,185 Closed
RJFSA
86
Raymond James Financial Services Advisors
Florida
$27.7M +$92.4K +911 +0.3%
Prudential Financial
87
Prudential Financial
New Jersey
$27.3M -$79.6K -785 -0.3%
Barclays
88
Barclays
United Kingdom
$25.9M -$9.27M -91,446 -26%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$25.7M +$1.31M +12,905 +5%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$25.4M -$7.45M -73,498 -23%
MA
91
MUFG Americas
New York
$24.9M -$1.34M -13,210 -5%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$24.8M +$9.25M +91,209 +59%
PI
93
PineBridge Investments
New York
$24.1M +$10.5M +103,760 +77%
Osaic Holdings
94
Osaic Holdings
Arizona
$24.1M +$2.23M +21,986 +10%
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$23.6M -$1.98M -19,524 -8%
US Bancorp
96
US Bancorp
Minnesota
$23.4M +$367K +3,624 +2%
HAI
97
Hennessy Advisors Inc
California
$22.9M -$1.98M -19,500 -8%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$22.7M -$1.05M -10,357 -4%
Asset Management One
99
Asset Management One
Japan
$22.3M -$1.91M -18,823 -8%
UBS Group
100
UBS Group
Switzerland
$21.9M -$8.45M -83,298 -28%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.