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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
TIM
1001
Thompson Investment Management
Wisconsin
-$210K -2,169 Closed
BJL
1002
Brighton Jones LLC
Washington
-$210K -2,168 Closed
GWCM
1003
Godshalk Welsh Capital Management
Pennsylvania
-$208K -2,150 Closed
SWM
1004
SeaCrest Wealth Management
New York
-$207K -2,135 Closed
AIA
1005
Alera Investment Advisors
Illinois
-$203K -2,100 Closed
BP
1006
Ballentine Partners
Massachusetts
-$203K -2,095 Closed
BRM
1007
Boston Research & Management
Massachusetts
-$201K -2,082 Closed
HCA
1008
Horan Capital Advisors
Ohio
-$174K -1,800 Closed
ARMT
1009
Amica Retiree Medical Trust
Rhode Island
-$143K -1,478 Closed
NNP
1010
Nachman Norwood & Parrott
South Carolina
-$120K -1,238 Closed
NIC
1011
Northwest Investment Counselors
Oregon
-$109K -1,124 Closed
BBL
1012
Beck Bode LLC
Massachusetts
-$95K -985 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1013
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$91K -938 Closed
PCM
1014
Penserra Capital Management
California
-$82K -852 Closed
RA
1015
Rational Advisors
New York
-$57K -590 Closed
AW
1016
Alpha Windward
Massachusetts
-$36K -371 Closed
FFA
1017
Founders Financial Alliance
North Carolina
-$20K -195 Closed
CSPIA
1018
Cary Street Partners Investment Advisory
Virginia
-$16K -169 Closed
PFWA
1019
Paces Ferry Wealth Advisors
Georgia
-$15K -152 Closed
PWM
1020
Provident Wealth Management
Tennessee
-$13K -134 Closed
FNBOSM
1021
First National Bank of South Miami
Florida
-$8K -88 Closed
BDWM
1022
Brewin Dolphin Wealth Management
Ireland
-$7.17K -74 Closed
AA
1023
Advisory Alpha
Michigan
-$7K -70 Closed
WCG
1024
Weaver Consulting Group
California
-$6K -57 Closed
LAS
1025
Lloyd Advisory Services
Georgia
-$5K -47 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.