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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
MA
101
MUFG Americas
New York
$20.9M +$421K +4,323 +2%
BSPF
102
British Steel Pension Fund
United Kingdom
$20.6M
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$20.6M +$17.3M +177,849 +390%
LCAM
104
London & Capital Asset Management
United Kingdom
$20.4M +$1.97M +20,263 +10%
CTA
105
Carillon Tower Advisers
Florida
$19.9M +$97.2K +999 +0.5%
Two Sigma Investments
106
Two Sigma Investments
New York
$19.4M +$20.6M +211,338 New
RJFSA
107
Raymond James Financial Services Advisors
Florida
$18.6M +$905K +9,300 +5%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$18.5M -$1.19M -12,270 -6%
Massachusetts Financial Services
109
Massachusetts Financial Services
Massachusetts
$18.2M -$254K -2,606 -1%
Macquarie Group
110
Macquarie Group
Australia
$18M -$3.95M -40,588 -17%
CIC
111
Crawford Investment Counsel
Georgia
$17M +$5.56M +57,138 +45%
Aviva
112
Aviva
United Kingdom
$16.7M +$211K +2,169 +1%
SSA
113
South Street Advisors
New York
$16.2M +$409K +4,200 +2%
AAS
114
Annex Advisory Services
Wisconsin
$15.7M +$6.8M +69,841 +70%
LPL Financial
115
LPL Financial
California
$15.6M +$3.91M +40,232 +31%
Canada Pension Plan Investment Board
116
Canada Pension Plan Investment Board
Ontario, Canada
$15.4M -$28.2M -290,089 -63%
RFC
117
Regions Financial Corp
Alabama
$15.2M +$91.4K +939 +0.6%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$15.1M +$1.53M +15,739 +11%
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$14.8M -$644K -6,622 -4%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.5M +$2.45M +25,179 +19%
SBH
121
Segall Bryant & Hamill
Illinois
$13.2M -$34.9K -359 -0.3%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$12.6M -$1.03M -10,618 -7%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$12.3M +$9.24M +94,989 +243%
Lazard Asset Management
124
Lazard Asset Management
New York
$12.1M +$9.35M +96,112 +274%
Truist Financial
125
Truist Financial
North Carolina
$11.6M -$204K -2,092 -2%

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.