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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$19.4M +$5.42M +59,262 +42%
Renaissance Technologies
102
Renaissance Technologies
New York
$19.3M -$29.8M -325,475 -62%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$18.7M -$423K -4,624 -2%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$18.4M +$7.21M +78,900 +71%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$17.9M +$5.17M +56,575 +44%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$17.2M -$227K -2,485 -1%
SSA
107
South Street Advisors
New York
$17.2M +$39.3K +430 +0.2%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.6M -$524K -5,730 -3%
LPL Financial
109
LPL Financial
California
$16.3M -$205K -2,246 -1%
SEI Investments
110
SEI Investments
Pennsylvania
$16.3M -$2.56M -28,055 -14%
ClearBridge Investments
111
ClearBridge Investments
New York
$16.3M +$94.2K +1,030 +0.6%
ERSOT
112
Employees Retirement System of Texas
Texas
$15.5M
DILIC
113
Dai-ichi Life Insurance Company
Japan
$15.5M
Kayne Anderson Rudnick Investment Management
114
Kayne Anderson Rudnick Investment Management
California
$15.4M +$26.1K +285 +0.2%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$15.2M +$1.71M +18,655 +13%
Two Sigma Investments
116
Two Sigma Investments
New York
$14M +$12.7M +138,892 +2,450%
SBH
117
Segall Bryant & Hamill
Illinois
$14M -$360K -3,937 -3%
SFI
118
Susquehanna Fundamental Investments
Pennsylvania
$13.9M -$4.43M -48,491 -25%
PI
119
PineBridge Investments
New York
$13.9M +$13.1M +143,091 New
CIC
120
Crawford Investment Counsel
Georgia
$13.8M +$232K +2,543 +2%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$13.6M +$1.6M +17,491 +14%
MSV
122
MN Services Vermogensbeheer
Netherlands
$13.5M +$539K +5,900 +4%
AIG
123
American International Group
New York
$13.1M -$895K -9,793 -7%
Stifel Financial
124
Stifel Financial
Missouri
$12.9M +$2.15M +23,531 +22%
Adage Capital Partners
125
Adage Capital Partners
Massachusetts
$12.7M -$13.4M -146,400 -53%

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.