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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
Stifel Financial
126
Stifel Financial
Missouri
$11.4M -$530K -5,445 -4%
SG Americas Securities
127
SG Americas Securities
New York
$11.3M +$8.36M +85,906 +234%
DA
128
Duality Advisers
Florida
$11.3M +$8.39M +86,210 +237%
DILIC
129
Dai-ichi Life Insurance Company
Japan
$11.2M +$1.29M +13,291 +12%
TU
130
TDAM USA
Ontario, Canada
$11.1M -$632K -6,492 -5%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$11M +$367K +3,774 +3%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$10.7M +$27.2K +280 +0.2%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$10.6M +$238K +2,443 +2%
MSV
134
MN Services Vermogensbeheer
Netherlands
$10.2M +$370K +3,800 +4%
AIMCA
135
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.1M
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$10.1M -$996K -10,232 -9%
BPB
137
Badgley, Phelps & Bell
Washington
$10M +$404K +4,150 +4%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$9.79M -$894K -9,193 -8%
ERSOT
139
Employees Retirement System of Texas
Texas
$9.76M
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$9.52M -$3.78M -38,836 -27%
CT
141
Cambridge Trust
Massachusetts
$9.43M -$262K -2,691 -3%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$9.39M +$8.72M +89,578 +719%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$9.36M -$129K -1,326 -1%
BC
144
Bartlett & Co
Ohio
$9.36M -$129K -1,326 -1%
ELI
145
Empire Life Investments
Ontario, Canada
$9.33M +$5.06K +52 +0.1%
AAM
146
Advisors Asset Management
Colorado
$9.23M -$104K -1,070 -1%
ADEF
147
Adams Diversified Equity Fund
Maryland
$9.17M -$4.55M -46,800 -32%
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$9.1M +$292K +2,998 +3%
SAM
149
Shell Asset Management
Netherlands
$8.92M +$154K +1,580 +2%
Mariner
150
Mariner
Kansas
$8.85M +$1.14M +11,738 +14%

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.