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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
SA
976
Shilanski & Associates
Alaska
-$799K -8,243 Closed
TCM
977
Teza Capital Management
Illinois
-$720K -7,428 Closed
ACM
978
Alethea Capital Management
Washington
-$678K -7,001 Closed
VIM
979
Veritas Investment Management
United Kingdom
-$492K -5,080 Closed
BCM
980
Bayesian Capital Management
New York
-$484K -5,000 Closed
AWM
981
Apollon Wealth Management
South Carolina
-$446K -4,606 Closed
BAMF
982
BI Asset Management Fondsmaeglerselskab
Denmark
-$406K -4,192 Closed
SEC
983
Seven Eight Capital
New York
-$368K -3,800 Closed
OFS
984
OneAscent Financial Services
Alabama
-$348K -3,589 Closed
AAM
985
Ascension Asset Management
New York
-$339K -3,500 Closed
EIA
986
Edgemoor Investment Advisors
Maryland
-$323K -3,335 Closed
PCM
987
Prelude Capital Management
New York
-$305K -3,146 Closed
LOAME
988
Lombard Odier Asset Management (Europe)
United Kingdom
-$262K -2,701 Closed
AAM
989
Autus Asset Management
Arizona
-$262K -2,700 Closed
IA
990
IFG Advisors
Missouri
-$259K -2,670 Closed
DS
991
DRW Securities
Illinois
-$258K -2,665 Closed
Fisher Asset Management
992
Fisher Asset Management
Washington
-$258K -2,659 Closed
PSP
993
Principal Street Partners
Tennessee
-$247K -2,545 Closed
SGA
994
Strategic Global Advisors
California
-$244K -2,523 Closed
P
995
&Partners
Tennessee
-$242K -2,498 Closed
B
996
Barings
North Carolina
-$235K -2,426 Closed
TCM
997
Tuttle Capital Management
Connecticut
-$222K -2,294 Closed
LSAG
998
Lake Street Advisors Group
New Hampshire
-$215K -2,223 Closed
CS
999
Candriam SCA
Luxembourg
-$212K -2,189 Closed
SCM
1000
Shelton Capital Management
Colorado
-$210K -2,169 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.