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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
SP
1026
Symmetry Partners
Connecticut
-$327K -3,682 Closed
CT
1027
Clearstead Trust
Maine
-$316K -3,575 Closed
FRM
1028
Fox Run Management
Connecticut
-$300K -3,403 Closed
PCM
1029
Prelude Capital Management
New York
-$273K -3,093 Closed
GRP
1030
Global Retirement Partners
California
-$241K -2,735 Closed
Wolverine Trading
1031
Wolverine Trading
Illinois
-$242K -2,724 Closed
SAM
1032
Strategy Asset Managers
California
-$240K -2,723 Closed
BDF
1033
Balasa Dinverno & Foltz
-$221K -2,511 Closed
MCM
1034
Monument Capital Management
Virginia
-$212K -2,404 Closed
AG
1035
AlphaSimPlex Group
Massachusetts
-$207K -2,346 Closed
FWIA
1036
Fort Washington Investment Advisors
Ohio
-$203K -2,300 Closed
GT
1037
Glenview Trust
Kentucky
-$202K -2,285 Closed
RTL
1038
Red Tortoise LLC
Georgia
-$137K -1,535 Closed
CPC
1039
Consolidated Planning Corp
Georgia
-$128K -1,456 Closed
OSAM
1040
O'Shaughnessy Asset Management
Connecticut
-$126K -1,424 Closed
NICM
1041
Neo Ivy Capital Management
New York
-$119K -1,354 Closed
DOA
1042
D'Orazio & Associates
Virginia
-$89K -1,010 Closed
CG
1043
Cutler Group
California
-$75K -860 Closed
AS
1044
Altshuler Shaham
Israel
-$60K -672 Closed
DFCM
1045
Dark Forest Capital Management
Puerto Rico
-$39K -438 Closed
CI
1046
CX Institutional
Indiana
-$37K -418 Closed
NIM
1047
NuWave Investment Management
New Jersey
-$34K -384 Closed
PWA
1048
Phoenix Wealth Advisors
North Carolina
-$24K -272 Closed
AIM
1049
Achmea Investment Management
Netherlands
-$23K -262 Closed
PWM
1050
Prentice Wealth Management
New York
-$21K -236 Closed

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.