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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
LPL Financial
126
LPL Financial
California
$12.5M +$965K +10,358 +9%
Truist Financial
127
Truist Financial
North Carolina
$12.4M -$118K -1,268 -1%
CIC
128
Crawford Investment Counsel
Georgia
$12.4M +$4.34M +46,535 +57%
TU
129
TDAM USA
Ontario, Canada
$12.3M -$444K -4,770 -4%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$11.6M
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$11.2M -$9.32K -100 -0.1%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$11.2M -$1.11M -11,931 -9%
Aberdeen Group
133
Aberdeen Group
United Kingdom
$11.2M -$1.34M -14,366 -11%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$10.9M -$687K -7,376 -6%
AIMCA
135
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.6M
DILIC
136
Dai-ichi Life Insurance Company
Japan
$10.5M +$1.76M +18,900 +21%
Jacobs Levy Equity Management
137
Jacobs Levy Equity Management
New Jersey
$10.5M -$4.39M -47,067 -30%
MSV
138
MN Services Vermogensbeheer
Netherlands
$10.3M +$196K +2,100 +2%
ERSOT
139
Employees Retirement System of Texas
Texas
$10.3M +$9.88M +106,000 New
CT
140
Cambridge Trust
Massachusetts
$10.2M -$237K -2,543 -2%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$10.2M +$2.17M +23,253 +28%
BPB
142
Badgley, Phelps & Bell
Washington
$10.1M +$177K +1,901 +2%
BC
143
Bartlett & Co
Ohio
$9.98M -$34K -365 -0.4%
BCWM
144
Bartlett & Co Wealth Management
Ohio
$9.98M -$34K -365 -0.4%
AAM
145
Advisors Asset Management
Colorado
$9.82M -$593K -6,363 -6%
ELI
146
Empire Life Investments
Ontario, Canada
$9.82M +$32.1K +344 +0.3%
AAS
147
Annex Advisory Services
Wisconsin
$9.71M +$68.1K +731 +0.7%
NIPH
148
NN Investment Partners Holdings
Netherlands
$9.61M +$90.6K +972 +1%
ASRS
149
Arizona State Retirement System
Arizona
$9.3M +$2.03M +21,834 +29%
Mitsubishi UFJ Asset Management
150
Mitsubishi UFJ Asset Management
Japan
$9.29M +$1.18M +12,680 +15%

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.