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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
SC
1026
Siena Capital
Ohio
$1K -$3.65K -36 -86%
S
1027
Surevest
California
$1K
UFF
1028
USA Financial Formulas
Michigan
$1K
TFA
1029
Transamerica Financial Advisors
Florida
$1K +$101 +1 New
CCM
1030
Cribstone Capital Management
Maine
$1K +$710 +7 New
WTC
1031
WhitTier Trust Company
Nevada
$1K +$811 +8 New
LWCFA
1032
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1.11K +11 New
BRWM
1033
B. Riley Wealth Management
Tennessee
$605 +$609K +6,007 New
BPC
1034
Banque Pictet & Cie
Switzerland
$564 -$32K -316 -5%
FSWA
1035
Financial Synergies Wealth Advisors
Texas
$403 +$406 +4 New
FGAM
1036
Financial Gravity Asset Management
Texas
$362 +$710 +7 +1%
WA
1037
WestEnd Advisors
North Carolina
$301 +$304 +3 New
IAIM
1038
International Assets Investment Management
Florida
$292 +$18.5K +182 +7%
BIM
1039
Baldwin Investment Management
Pennsylvania
$277 +$5.37K +53 +2%
Squarepoint
1040
Squarepoint
New York
-$11.1M -111,427 Closed
ECM
1041
ExodusPoint Capital Management
New York
-$11M -110,219 Closed
Massachusetts Financial Services
1042
Massachusetts Financial Services
Massachusetts
-$9.36M -93,763 Closed
Holocene Advisors
1043
Holocene Advisors
New York
-$8.52M -85,353 Closed
QT
1044
Quantbot Technologies
New York
-$7.27M -72,861 Closed
CCM
1045
Cinctive Capital Management
New York
-$6.72M -67,376 Closed
AWA
1046
Aaron Wealth Advisors
Illinois
-$633K -63,179 Closed
MSL
1047
Mackay Shields LLC
New York
-$4.49M -44,964 Closed
WMSA
1048
Weiss Multi-Strategy Advisers
New York
-$4.42M -44,267 Closed
SCF
1049
Sante Capital Fund
Texas
-$3.04M -30,447 Closed
CG
1050
Castellan Group
Kentucky
-$2.63M -26,330 Closed

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.