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WEC Energy

908 hedge funds and large institutions have $22.5B invested in WEC Energy in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 332 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $14.8M

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $20.3B → $22.5B (+$2.18B)

0% more funds holding

Funds holding: 904908 (+4)

0.31% more ownership

Funds ownership: 73.33%73.63% (+0.31%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 332

Holders
908
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
84
Increased
280
Reduced
332
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$22.8M -$2.91M -31,256 -12%
NA
102
NewEdge Advisors
Louisiana
$22.5M -$166K -1,782 -0.8%
MA
103
MUFG Americas
New York
$21.6M -$276K -2,967 -1%
CTA
104
Carillon Tower Advisers
Florida
$20.9M +$5.24M +56,269 +35%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$20.7M -$808K -8,677 -4%
BSPF
106
British Steel Pension Fund
United Kingdom
$20.6M
LCAM
107
London & Capital Asset Management
United Kingdom
$19.5M +$2.47M +26,487 +15%
Massachusetts Financial Services
108
Massachusetts Financial Services
Massachusetts
$19.4M +$6.23M +66,851 +50%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$18.7M -$854K -9,164 -5%
Aviva
110
Aviva
United Kingdom
$17.4M -$266K -2,856 -2%
SSA
111
South Street Advisors
New York
$16.7M -$60.3K -647 -0.4%
Kayne Anderson Rudnick Investment Management
112
Kayne Anderson Rudnick Investment Management
California
$16.2M +$3.62M +38,842 +30%
RFC
113
Regions Financial Corp
Alabama
$15.9M +$106K +1,142 +0.7%
AIG
114
American International Group
New York
$15.4M -$340K -3,649 -2%
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$14.8M +$12.4M +133,252 +667%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$14.5M -$11.2M -120,657 -45%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$14.4M +$15.1K +162 +0.1%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$14.3M -$1.2M -12,875 -8%
ADEF
119
Adams Diversified Equity Fund
Maryland
$14.2M
SBH
120
Segall Bryant & Hamill
Illinois
$13.9M +$675K +7,247 +5%
Robeco Institutional Asset Management
121
Robeco Institutional Asset Management
Netherlands
$13.8M -$6.58M -70,649 -33%
SFI
122
Susquehanna Fundamental Investments
Pennsylvania
$13.5M +$5.33M +57,191 +70%
Assenagon Asset Management
123
Assenagon Asset Management
Luxembourg
$13.2M +$10.1M +108,656 +393%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9M +$605K +6,498 +5%
Stifel Financial
125
Stifel Financial
Missouri
$12.6M +$882K +9,471 +8%

WEC Hedge Fund Activity: Q3 2020 in Review

908 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2020, worth a combined $22.5B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WEC positions and 72 closed out — a net gain of 12 holders — while 280 added to existing stakes and 332 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $329M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 908 institutional investors held WEC Energy (WEC) as of Q3 2020, up from 904 in Q2 2020.
  • Funds reported $22.5B of WEC Energy stock for Q3 2020, up 11% quarter-over-quarter.
  • 84 funds opened new WEC Energy positions in Q3 2020 and 72 closed out, a net change of +12 holders.
  • The largest WEC Energy buyer in Q3 2020 was Magellan Asset Management, an estimated $329M added.
  • The largest WEC Energy seller in Q3 2020 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2020.